Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2023. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.61K+ 309.04% |
$79.3K - $101K
|
2.13K
$151K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 4.85% |
$78.5K - $99.9K
|
34.4K
$2.44M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$78.5K - $99.9K
|
1.59K
$113K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.59K+ 15.21% |
$78.3K - $99.6K
|
12K
$852K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.59K+ 15.23% |
$78.2K - $99.5K
|
12K
$850K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.57K+ 20.02% |
$77.4K - $98.5K
|
9.41K
$667K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.57K+ 41.51% |
$77.3K - $98.4K
|
5.35K
$379K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.56K+ 30.85% |
$77K - $98K
|
6.62K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.55K+ 2.78% |
$76.5K - $97.4K
|
57.3K
$4.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.52K+ 23.51% |
$74.7K - $95.1K
|
7.96K
$564K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 7.46% |
$74.6K - $94.9K
|
21.8K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
1.5K+ 3.06% |
$74.1K - $94.3K
|
50.5K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 0.26% |
$73.8K - $93.9K
|
574K
$40.7M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 4.1% |
$72.8K - $92.7K
|
37.5K
$2.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45K+ 11.93% |
$71.3K - $90.8K
|
13.6K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.44K+ 9.63% |
$71K - $90.4K
|
16.4K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.44K+ 1.61% |
$70.9K - $90.3K
|
90.7K
$6.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.44K+ 7.33% |
$70.8K - $90.1K
|
21K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.43K+ 1.43% |
$70.6K - $89.8K
|
102K
$7.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.43KNew |
$70.4K - $89.6K
|
1.43K
$101K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.41K+ 0.17% |
$69.7K - $88.7K
|
831K
$58.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.41K+ 11.94% |
$69.5K - $88.5K
|
13.2K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$69.4K - $88.4K
|
1.41K
$99.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.41K+ 3.51% |
$69.4K - $88.4K
|
41.5K
$2.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.39K+ 8.35% |
$68.6K - $87.3K
|
18K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.38K+ 16.26% |
$68.2K - $86.8K
|
9.88K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.37K+ 3.61% |
$67.7K - $86.1K
|
39.4K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.37K+ 22.46% |
$67.3K - $85.7K
|
7.44K
$528K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.36K+ 1.69% |
$66.9K - $85.2K
|
81.8K
$5.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.35KNew |
$66.5K - $84.7K
|
1.35K
$95.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 5.37% |
$66.1K - $84.2K
|
26.3K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.34K+ 17.6% |
$65.9K - $83.9K
|
8.93K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 6.65% |
$65.3K - $83.2K
|
21.3K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.32K+ 6.0% |
$65.2K - $83K
|
23.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.3K+ 17.25% |
$63.9K - $81.4K
|
8.81K
$625K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.29K+ 36.65% |
$63.4K - $80.7K
|
4.8K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.29K+ 15.21% |
$63.4K - $80.7K
|
9.73K
$690K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.26KNew |
$62.2K - $79.2K
|
1.26K
$89.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.26K+ 1.8% |
$62.1K - $79.1K
|
71.1K
$5.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
1.24K+ 5.73% |
$61.2K - $77.8K
|
22.9K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.24K+ 10.68% |
$61.1K - $77.8K
|
12.8K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.23K+ 1.16% |
$60.9K - $77.5K
|
108K
$7.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 1.0% |
$60.7K - $77.2K
|
124K
$8.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.22K+ 11.16% |
$60.2K - $76.6K
|
12.2K
$861K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.21K+ 17.67% |
$59.5K - $75.7K
|
8.03K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.2K+ 9.15% |
$59K - $75.1K
|
14.3K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19K+ 8.68% |
$58.5K - $74.5K
|
14.9K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18K+ 13.98% |
$58.3K - $74.3K
|
9.65K
$684K
|