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 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-664- 4.27% |
$32.7K - $41.7K
|
14.9K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-668- 5.62% |
$32.9K - $41.9K
|
11.2K
$799K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-672- 5.85% |
$33.1K - $42.2K
|
10.8K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-675- 12.61% |
$33.3K - $42.4K
|
4.68K
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-680- 2.77% |
$33.5K - $42.7K
|
23.8K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-681- 0.78% |
$33.6K - $42.8K
|
87.1K
$6.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-682- 11.52% |
$33.6K - $42.8K
|
5.24K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-682- 1.42% |
$33.6K - $42.8K
|
47.5K
$3.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-684- 6.94% |
$33.7K - $42.9K
|
9.17K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-685- 17.21% |
$33.8K - $43K
|
3.3K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-694- 15.01% |
$34.2K - $43.6K
|
3.93K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-698- 1.63% |
$34.4K - $43.8K
|
42.1K
$3M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-708- 7.28% |
$34.9K - $44.4K
|
9.01K
$643K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-715- 3.85% |
$35.3K - $44.9K
|
17.9K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-722- 5.48% |
$35.6K - $45.3K
|
12.5K
$889K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-730- 1.55% |
$36K - $45.8K
|
46.3K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-731- 7.74% |
$36.1K - $45.9K
|
8.71K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-734- 1.73% |
$36.2K - $46.1K
|
41.8K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-752- 3.47% |
$37.1K - $47.2K
|
20.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-756- 2.57% |
$37.3K - $47.5K
|
28.7K
$2.04M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-759- 6.98% |
$37.4K - $47.7K
|
10.1K
$721K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-760- 7.26% |
$37.5K - $47.7K
|
9.71K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-763- 11.8% |
$37.6K - $47.9K
|
5.7K
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-778- 14.89% |
$38.4K - $48.8K
|
4.45K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-782- 8.24% |
$38.6K - $49.1K
|
8.71K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-782- 15.19% |
$38.6K - $49.1K
|
4.37K
$311K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-783- 8.27% |
$38.6K - $49.2K
|
8.68K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-786- 19.2% |
$38.8K - $49.3K
|
3.31K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-796- 8.71% |
$39.3K - $50K
|
8.34K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-797- 3.02% |
$39.3K - $50K
|
25.6K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-798- 11.07% |
$39.4K - $50.1K
|
6.41K
$457K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-801- 4.25% |
$39.5K - $50.3K
|
18.1K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-802- 16.24% |
$39.6K - $50.3K
|
4.14K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-812- 2.98% |
$40K - $51K
|
26.5K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-816- 3.92% |
$40.2K - $51.2K
|
20K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-827- 5.79% |
$40.8K - $51.9K
|
13.5K
$959K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-833- 2.16% |
$41.1K - $52.3K
|
37.7K
$2.69M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-835- 2.9% |
$41.2K - $52.4K
|
27.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-846- 15.71% |
$41.7K - $53.1K
|
4.54K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 0.51% |
$42.2K - $53.7K
|
167K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-862- 3.96% |
$42.5K - $54.1K
|
20.9K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-863- 8.58% |
$42.6K - $54.2K
|
9.19K
$655K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-864- 11.11% |
$42.6K - $54.2K
|
6.91K
$493K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-865- 13.73% |
$42.7K - $54.3K
|
5.44K
$388K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-865- 2.39% |
$42.7K - $54.3K
|
35.3K
$2.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-871- 1.3% |
$43K - $54.7K
|
66K
$4.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-873- 14.89% |
$43.1K - $54.8K
|
4.99K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-883- 2.34% |
$43.5K - $55.4K
|
36.8K
$2.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-886- 2.68% |
$43.7K - $55.6K
|
32.1K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-887- 13.76% |
$43.7K - $55.7K
|
5.56K
$396K
|