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 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 3.85% |
$9.86K - $12.6K
|
5.4K
$374K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
196+ 1.65% |
$9.67K - $12.3K
|
12K
$835K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
195+ 5.8% |
$9.62K - $12.2K
|
3.56K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
191+ 2.46% |
$9.42K - $12K
|
7.97K
$552K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 3.11% |
$9.17K - $11.7K
|
6.16K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
178+ 2.04% |
$8.78K - $11.2K
|
8.91K
$617K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
177+ 2.03% |
$8.73K - $11.1K
|
8.89K
$615K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
177+ 2.31% |
$8.73K - $11.1K
|
7.85K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 1.0% |
$8.73K - $11.1K
|
17.9K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
177+ 1.68% |
$8.73K - $11.1K
|
10.7K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
176+ 0.78% |
$8.68K - $11K
|
22.8K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
175+ 0.21% |
$8.63K - $11K
|
81.7K
$5.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
173+ 2.85% |
$8.53K - $10.9K
|
6.23K
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
172+ 22.69% |
$8.48K - $10.8K
|
930
$64.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
171+ 3.53% |
$8.43K - $10.7K
|
5.02K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
167+ 0.96% |
$8.24K - $10.5K
|
17.6K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
165+ 2.54% |
$8.14K - $10.4K
|
6.67K
$462K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
165New |
$8.14K - $10.4K
|
165
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
165+ 1.97% |
$8.14K - $10.4K
|
8.53K
$591K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
163+ 0.51% |
$8.04K - $10.2K
|
32.2K
$2.23M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
160+ 1.37% |
$7.89K - $10K
|
11.9K
$822K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
159+ 1.42% |
$7.84K - $9.98K
|
11.4K
$787K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
158+ 292.59% |
$7.79K - $9.92K
|
212
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
157+ 1.55% |
$7.74K - $9.86K
|
10.3K
$711K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
156+ 2.94% |
$7.69K - $9.79K
|
5.47K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
156+ 226.09% |
$7.69K - $9.79K
|
225
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150+ 3.57% |
$7.4K - $9.42K
|
4.35K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
149+ 1.67% |
$7.35K - $9.35K
|
9.07K
$628K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
141+ 32.05% |
$6.95K - $8.85K
|
581
$40.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
136+ 1.52% |
$6.71K - $8.54K
|
9.09K
$630K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
133+ 2.1% |
$6.56K - $8.35K
|
6.48K
$449K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
131New |
$6.46K - $8.22K
|
131
$9.07K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125+ 7.01% |
$6.17K - $7.85K
|
1.91K
$132K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
124+ 0.53% |
$6.12K - $7.78K
|
23.6K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.69% |
$6.12K - $7.78K
|
3.48K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
118+ 0.73% |
$5.82K - $7.41K
|
16.3K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
117+ 4.23% |
$5.77K - $7.35K
|
2.88K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
116+ 0.44% |
$5.72K - $7.28K
|
26.3K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
114+ 0.74% |
$5.62K - $7.16K
|
15.5K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
112+ 3.17% |
$5.52K - $7.03K
|
3.65K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 0.45% |
$5.38K - $6.84K
|
24.3K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
109+ 1.27% |
$5.38K - $6.84K
|
8.7K
$603K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109+ 1.99% |
$5.38K - $6.84K
|
5.6K
$388K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
108+ 0.92% |
$5.33K - $6.78K
|
11.9K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
107+ 2.06% |
$5.28K - $6.72K
|
5.29K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
106New |
$5.23K - $6.65K
|
106
$7.34K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
105+ 1.59% |
$5.18K - $6.59K
|
6.72K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
105+ 0.64% |
$5.18K - $6.59K
|
16.5K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
105+ 1.2% |
$5.18K - $6.59K
|
8.87K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
104+ 24.53% |
$5.13K - $6.53K
|
528
$36.6K
|