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 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-896- 4.87% |
$44.2K - $56.3K
|
17.5K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-899- 5.58% |
$44.3K - $56.4K
|
15.2K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-908- 8.31% |
$44.8K - $57K
|
10K
$715K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-910- 15.41% |
$44.9K - $57.1K
|
4.99K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-924- 7.39% |
$45.6K - $58K
|
11.6K
$825K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-925- 6.84% |
$45.6K - $58.1K
|
12.6K
$898K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-925- 8.24% |
$45.6K - $58.1K
|
10.3K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-927- 8.91% |
$45.7K - $58.2K
|
9.47K
$675K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-932- 9.31% |
$46K - $58.5K
|
9.08K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-933- 1.76% |
$46K - $58.6K
|
51.9K
$3.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-934- 3.37% |
$46.1K - $58.6K
|
26.8K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-958- 22.09% |
$47.2K - $60.1K
|
3.38K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-960- 12.03% |
$47.3K - $60.3K
|
7.02K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-974- 0.5% |
$48K - $61.1K
|
195K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-978- 1.6% |
$48.2K - $61.4K
|
60.2K
$4.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-979- 11.01% |
$48.3K - $61.5K
|
7.92K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-985- 1.66% |
$48.6K - $61.8K
|
58.5K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-990- 2.26% |
$48.8K - $62.2K
|
42.8K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1K- 11.03% |
$49.3K - $62.8K
|
8.06K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.01K- 13.14% |
$49.6K - $63.2K
|
6.65K
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 8.45% |
$50.1K - $63.7K
|
11K
$784K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.03K- 11.39% |
$50.6K - $64.3K
|
7.97K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.03K- 1.22% |
$50.6K - $64.3K
|
82.9K
$5.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.03K- 2.93% |
$50.9K - $64.8K
|
34.2K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.05K- 15.27% |
$52K - $66.2K
|
5.85K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 3.98% |
$52K - $66.2K
|
25.5K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.06K- 20.95% |
$52.2K - $66.5K
|
4K
$285K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.08K- 8.57% |
$53.1K - $67.6K
|
11.5K
$819K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.08K- 21.46% |
$53.1K - $67.6K
|
3.94K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.08K- 8.58% |
$53.4K - $67.9K
|
11.5K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.09K- 16.6% |
$53.7K - $68.3K
|
5.47K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.09K- 17.0% |
$53.8K - $68.5K
|
5.33K
$380K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.1K- 0.51% |
$54.1K - $68.9K
|
214K
$15.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.1K- 0.52% |
$54.3K - $69.1K
|
211K
$15M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 7.67% |
$54.5K - $69.4K
|
13.3K
$949K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.11K- 3.04% |
$54.6K - $69.5K
|
35.3K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.11K- 5.14% |
$54.7K - $69.6K
|
20.5K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.97% |
$54.7K - $69.7K
|
113K
$8.07M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.12K- 12.18% |
$55.1K - $70.1K
|
8.05K
$574K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.12K- 6.59% |
$55.3K - $70.4K
|
15.9K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.12K- 7.36% |
$55.4K - $70.5K
|
14.1K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.12K- 1.72% |
$55.4K - $70.6K
|
64.2K
$4.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 3.71% |
$55.8K - $71K
|
29.3K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.14K- 2.37% |
$56K - $71.3K
|
46.8K
$3.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.14K- 9.7% |
$56.2K - $71.6K
|
10.6K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 11.58% |
$56.8K - $72.3K
|
8.79K
$627K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.17K- 20.76% |
$57.8K - $73.6K
|
4.47K
$319K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.17K- 2.59% |
$57.9K - $73.7K
|
44.2K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.19K- 3.78% |
$58.9K - $75K
|
30.4K
$2.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 18.42% |
$59.2K - $75.3K
|
5.32K
$379K
|