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 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-132- 0.65% |
$6.51K - $8.29K
|
20.3K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-137- 1.59% |
$6.76K - $8.6K
|
8.48K
$587K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-138- 2.04% |
$6.81K - $8.66K
|
6.63K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-140- 1.56% |
$6.9K - $8.79K
|
8.86K
$614K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-142- 0.74% |
$7K - $8.91K
|
19.1K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-142- 2.79% |
$7K - $8.91K
|
4.96K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-144- 0.8% |
$7.1K - $9.04K
|
17.8K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-149- 20.24% |
$7.35K - $9.35K
|
587
$40.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.19% |
$7.4K - $9.42K
|
77.4K
$5.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-153- 7.85% |
$7.55K - $9.61K
|
1.8K
$124K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-155- 1.03% |
$7.64K - $9.73K
|
14.9K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-157- 2.44% |
$7.74K - $9.86K
|
6.28K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 2.76% |
$7.84K - $9.98K
|
5.61K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-161- 0.4% |
$7.94K - $10.1K
|
40.2K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-162- 99.39% |
$7.99K - $10.2K
|
1
$69.3
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-164- 2.53% |
$8.09K - $10.3K
|
6.33K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-164- 0.95% |
$8.09K - $10.3K
|
17.1K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-164- 3.1% |
$8.09K - $10.3K
|
5.13K
$355K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-164- 0.95% |
$8.09K - $10.3K
|
17.1K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-167- 13.76% |
$8.24K - $10.5K
|
1.05K
$72.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-168- 53.85% |
$8.29K - $10.5K
|
144
$9.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-169- 1.98% |
$8.34K - $10.6K
|
8.36K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-169- 3.6% |
$8.34K - $10.6K
|
4.52K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-170- 0.33% |
$8.38K - $10.7K
|
51.5K
$3.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-171- 45.72% |
$8.43K - $10.7K
|
203
$14.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-172- 2.28% |
$8.48K - $10.8K
|
7.37K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-172- 2.25% |
$8.48K - $10.8K
|
7.49K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-179- 4.85% |
$8.83K - $11.2K
|
3.51K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-182- 3.39% |
$8.98K - $11.4K
|
5.19K
$360K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-182- 97.33% |
$8.98K - $11.4K
|
5
$346
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-185- 0.34% |
$9.12K - $11.6K
|
54.6K
$3.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-186- 1.85% |
$9.17K - $11.7K
|
9.87K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-187- 0.38% |
$9.22K - $11.7K
|
48.5K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-193- 5.78% |
$9.52K - $12.1K
|
3.15K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-193- 3.07% |
$9.52K - $12.1K
|
6.09K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-198- 4.98% |
$9.77K - $12.4K
|
3.78K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 4.69% |
$9.86K - $12.6K
|
4.06K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-200- 0.54% |
$9.86K - $12.6K
|
36.7K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-200- 4.94% |
$9.86K - $12.6K
|
3.85K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-207- 2.92% |
$10.2K - $13K
|
6.88K
$477K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-213- 5.28% |
$10.5K - $13.4K
|
3.82K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-214- 4.3% |
$10.6K - $13.4K
|
4.77K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-216- 1.77% |
$10.7K - $13.6K
|
12K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-216- 0.26% |
$10.7K - $13.6K
|
83.5K
$5.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-221- 0.44% |
$10.9K - $13.9K
|
49.5K
$3.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-224- 0.98% |
$11K - $14.1K
|
22.7K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-226- 0.78% |
$11.1K - $14.2K
|
28.7K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-226- 5.15% |
$11.1K - $14.2K
|
4.16K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-228- 2.75% |
$11.2K - $14.3K
|
8.07K
$559K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-229- 2.15% |
$11.3K - $14.4K
|
10.4K
$723K
|