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
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-20.8K- 2.67% |
$1.03M - $1.31M
|
758K
$53.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.2K- 10.29% |
$1.05M - $1.33M
|
185K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.2K- 14.2% |
$1.05M - $1.33M
|
128K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.5K- 52.68% |
$1.06M - $1.35M
|
19.3K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-21.6K- 25.28% |
$1.06M - $1.35M
|
63.8K
$4.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21.6K- 15.07% |
$1.07M - $1.36M
|
122K
$8.64M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.1K- 1.82% |
$1.09M - $1.39M
|
1.19M
$84.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22.3K- 98.58% |
$1.1M - $1.4M
|
320
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-22.5K- 17.06% |
$1.11M - $1.41M
|
109K
$7.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-22.9K- 44.5% |
$1.13M - $1.44M
|
28.5K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23.1K- 14.94% |
$1.14M - $1.45M
|
132K
$9.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-23.5K- 82.43% |
$1.16M - $1.48M
|
5.02K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-25K- 4.88% |
$1.23M - $1.57M
|
486K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-25.4K- 10.29% |
$1.25M - $1.59M
|
221K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.7K- 23.71% |
$1.32M - $1.68M
|
85.9K
$6.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-26.7K- 23.26% |
$1.32M - $1.68M
|
88.1K
$6.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-26.8K- 2.72% |
$1.32M - $1.68M
|
959K
$68M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-26.9K- 9.48% |
$1.32M - $1.69M
|
256K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.9K- 1.24% |
$1.32M - $1.69M
|
2.13M
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-27.1K- 87.13% |
$1.34M - $1.7M
|
4K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27.2K- 18.38% |
$1.34M - $1.7M
|
121K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-27.3K- 40.0% |
$1.35M - $1.72M
|
41K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-27.5K- 30.06% |
$1.36M - $1.73M
|
64K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-27.6K- 20.81% |
$1.36M - $1.73M
|
105K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-28K- 27.1% |
$1.38M - $1.76M
|
75.4K
$5.34M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-28.5K- 10.56% |
$1.41M - $1.79M
|
242K
$17.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-28.7K- 12.32% |
$1.41M - $1.8M
|
204K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-29.2K- 48.14% |
$1.44M - $1.83M
|
31.5K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-29.7K- 73.36% |
$1.47M - $1.87M
|
10.8K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-29.8K- 56.28% |
$1.47M - $1.87M
|
23.2K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-33.8K- 18.22% |
$1.67M - $2.12M
|
152K
$10.7M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33.8KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-34.6K- 84.43% |
$1.7M - $2.17M
|
6.37K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-35.9K- 3.82% |
$1.77M - $2.26M
|
906K
$64.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36.6K- 16.0% |
$1.81M - $2.3M
|
192K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.3K- 13.09% |
$1.84M - $2.34M
|
247K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-37.5K- 72.92% |
$1.85M - $2.35M
|
13.9K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.7K- 1.55% |
$1.86M - $2.37M
|
2.4M
$170M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-38.2K- 36.97% |
$1.88M - $2.4M
|
65.1K
$4.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-38.9K- 34.84% |
$1.92M - $2.44M
|
72.8K
$5.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-39.3K- 84.61% |
$1.94M - $2.47M
|
7.16K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-39.9K- 89.5% |
$1.97M - $2.5M
|
4.68K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-40.2K- 57.68% |
$1.98M - $2.53M
|
29.5K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-40.8K- 21.01% |
$2.01M - $2.56M
|
153K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.8K- 31.64% |
$2.01M - $2.56M
|
88.2K
$6.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-41K- 6.26% |
$2.02M - $2.57M
|
614K
$43.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.3K- 58.77% |
$2.04M - $2.59M
|
29K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-41.5K- 41.29% |
$2.05M - $2.61M
|
59.1K
$4.19M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42.3K- 21.67% |
$2.08M - $2.65M
|
153K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-42.3K- 85.46% |
$2.08M - $2.65M
|
7.19K
$510K
|