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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
500+ 11.75% |
$24.7K - $31.4K
|
4.76K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
500+ 7.66% |
$24.7K - $31.4K
|
7.03K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
496+ 5.99% |
$24.5K - $31.1K
|
8.78K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
495+ 9.32% |
$24.4K - $31.1K
|
5.81K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
492+ 10.5% |
$24.3K - $30.9K
|
5.18K
$367K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
481+ 13.31% |
$23.7K - $30.2K
|
4.09K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
479+ 4.82% |
$23.6K - $30.1K
|
10.4K
$739K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
476+ 3.42% |
$23.5K - $29.9K
|
14.4K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
471New |
$23.2K - $29.6K
|
471
$33.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
470+ 1.34% |
$23.2K - $29.5K
|
35.5K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
462+ 11.55% |
$22.8K - $29K
|
4.46K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
460+ 0.74% |
$22.7K - $28.9K
|
62.5K
$4.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
451+ 2.75% |
$22.2K - $28.3K
|
16.8K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
450+ 9.89% |
$22.2K - $28.3K
|
5K
$354K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
444+ 13.09% |
$21.9K - $27.9K
|
3.84K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
432+ 5.54% |
$21.3K - $27.1K
|
8.24K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
432+ 2.53% |
$21.3K - $27.1K
|
17.5K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
431+ 3.07% |
$21.3K - $27.1K
|
14.5K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
430+ 5.33% |
$21.2K - $27K
|
8.5K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
426+ 10.81% |
$21K - $26.7K
|
4.37K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
424+ 6.19% |
$20.9K - $26.6K
|
7.28K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
422+ 2.21% |
$20.8K - $26.5K
|
19.5K
$1.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
420+ 2.42% |
$20.7K - $26.4K
|
17.8K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
419New |
$20.7K - $26.3K
|
419
$29.7K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
410+ 3.79% |
$20.2K - $25.7K
|
11.2K
$797K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410+ 315.38% |
$20.2K - $25.7K
|
540
$38.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
410+ 2.09% |
$20.2K - $25.7K
|
20K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
410+ 1.04% |
$20.2K - $25.7K
|
40K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
404+ 2.84% |
$19.9K - $25.4K
|
14.6K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
403+ 10.06% |
$19.9K - $25.3K
|
4.41K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
400+ 2.39% |
$19.7K - $25.1K
|
17.2K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
390+ 3.95% |
$19.2K - $24.5K
|
10.3K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
388+ 4.28% |
$19.1K - $24.4K
|
9.46K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
388New |
$19.1K - $24.4K
|
388
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
384+ 8.35% |
$18.9K - $24.1K
|
4.98K
$353K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
382+ 3.51% |
$18.8K - $24K
|
11.3K
$798K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
379New |
$18.7K - $23.8K
|
379
$26.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
378+ 3.54% |
$18.6K - $23.7K
|
11.1K
$783K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
378+ 7.3% |
$18.6K - $23.7K
|
5.56K
$394K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
372+ 12.91% |
$18.3K - $23.4K
|
3.25K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
367New |
$18.1K - $23K
|
367
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
364+ 387.23% |
$18K - $22.9K
|
458
$32.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
363+ 8.11% |
$17.9K - $22.8K
|
4.84K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
354+ 3.8% |
$17.5K - $22.2K
|
9.68K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
351+ 2.67% |
$17.3K - $22K
|
13.5K
$956K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
350+ 1.96% |
$17.3K - $22K
|
18.2K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
348+ 6.06% |
$17.2K - $21.8K
|
6.09K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 4.09% |
$17.1K - $21.7K
|
8.81K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
344+ 2.1% |
$17K - $21.6K
|
16.7K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
339New |
$16.7K - $21.3K
|
339
$24K
|