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 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-8.5K- 14.06% |
$419K - $534K
|
52K
$3.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.53K- 14.74% |
$421K - $535K
|
49.3K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.6K- 11.52% |
$424K - $540K
|
66K
$4.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.64K- 0.33% |
$426K - $543K
|
2.58M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.67K- 10.5% |
$428K - $544K
|
73.9K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-8.81K- 31.66% |
$434K - $553K
|
19K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-8.81K- 57.46% |
$435K - $553K
|
6.53K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 96.17% |
$436K - $554K
|
352
$25K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-8.96K- 6.09% |
$442K - $563K
|
138K
$9.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.19K- 5.03% |
$453K - $577K
|
174K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-9.21K- 6.36% |
$454K - $578K
|
136K
$9.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9.29K- 73.97% |
$458K - $583K
|
3.27K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Camden Asset Management L P
Los Angeles, CA |
SELL
|
- |
-9.5K- 1.34% |
$469K - $596K
|
698K
$49.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-9.75K- 12.9% |
$481K - $612K
|
65.8K
$4.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9.76K- 50.38% |
$482K - $613K
|
9.62K
$682K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-9.9K- 10.88% |
$488K - $622K
|
81.1K
$5.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10.2K- 3.32% |
$502K - $639K
|
296K
$21M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.2K- 17.87% |
$503K - $640K
|
46.9K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.2K- 8.64% |
$504K - $641K
|
108K
$7.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-10.2K- 2.29% |
$504K - $641K
|
436K
$30.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.4K- 9.57% |
$511K - $651K
|
98K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 2.43% |
$516K - $656K
|
419K
$29.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.5K- 81.92% |
$516K - $657K
|
2.31K
$164K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.5K- 42.57% |
$518K - $660K
|
14.2K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-10.6K- 23.06% |
$523K - $665K
|
35.4K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-10.6K- 72.01% |
$524K - $668K
|
4.13K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.8K- 14.73% |
$535K - $681K
|
62.8K
$4.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10.9K- 28.13% |
$535K - $682K
|
27.7K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.9K- 45.37% |
$536K - $683K
|
13.1K
$928K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 9.48% |
$539K - $686K
|
104K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 7.76% |
$543K - $691K
|
131K
$9.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11.1K- 98.95% |
$546K - $695K
|
117
$8.29K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 14.74% |
$547K - $696K
|
64.1K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-11.3K- 41.86% |
$557K - $709K
|
15.7K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.4K- 29.48% |
$560K - $713K
|
27.2K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 17.62% |
$562K - $716K
|
53.3K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.5K- 3.0% |
$565K - $719K
|
371K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-11.6K- 3.41% |
$571K - $727K
|
328K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.6K- 14.63% |
$571K - $727K
|
67.6K
$4.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 52.54% |
$583K - $741K
|
10.7K
$756K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.8K- 13.68% |
$583K - $742K
|
74.6K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-11.8K- 18.93% |
$583K - $742K
|
50.6K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12.2K- 16.12% |
$599K - $763K
|
63.2K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-12.2K- 17.37% |
$603K - $768K
|
58.2K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.3K- 70.8% |
$605K - $770K
|
5.06K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.3K- 50.42% |
$607K - $772K
|
12.1K
$858K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-12.4K- 72.91% |
$609K - $775K
|
4.59K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-12.5K- 10.58% |
$615K - $783K
|
105K
$7.47M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-12.6K- 25.84% |
$621K - $790K
|
36.1K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.7K- 4.42% |
$627K - $798K
|
275K
$19.5M
|