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 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49K+ 24.78% |
$2.42M - $3.08M
|
247K
$17.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
48.5K+ 10.0% |
$2.39M - $3.05M
|
534K
$37.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
48.5K+ 50.15% |
$2.39M - $3.04M
|
145K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
48K+ 786.64% |
$2.37M - $3.01M
|
54.1K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
47.9KNew |
$2.36M - $3.01M
|
47.9K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.9K+ 218.21% |
$2.36M - $3.01M
|
69.8K
$4.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
47.7K+ 30.24% |
$2.35M - $3M
|
205K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.6KNew |
$2.35M - $2.99M
|
47.6K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
47.6K+ 524.95% |
$2.35M - $2.99M
|
56.7K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
46.1K+ 454.37% |
$2.27M - $2.89M
|
56.2K
$3.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
45K+ 101.0% |
$2.22M - $2.83M
|
89.6K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
44.8K+ 29.5% |
$2.21M - $2.81M
|
197K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.6K+ 3.53% |
$2.2M - $2.8M
|
1.31M
$92.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
44.5K+ 47.01% |
$2.2M - $2.79M
|
139K
$9.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
44.5KNew |
$2.19M - $2.79M
|
44.5K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.4K+ 11.6% |
$2.19M - $2.79M
|
427K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.2K+ 23.58% |
$2.18M - $2.77M
|
232K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
43.9K+ 5.59% |
$2.17M - $2.76M
|
830K
$58.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
42.8KNew |
$2.11M - $2.69M
|
42.8K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
42.8K+ 41.08% |
$2.11M - $2.69M
|
147K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
41.6KNew |
$2.05M - $2.61M
|
41.6K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.1K+ 295.78% |
$2.03M - $2.58M
|
55.1K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
41.1K+ 683.59% |
$2.03M - $2.58M
|
47.1K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
40.9K+ 585.13% |
$2.02M - $2.57M
|
47.9K
$3.38M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
40.3KNew |
$1.99M - $2.53M
|
40.3K
$2.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
40.2K+ 0.72% |
$1.98M - $2.52M
|
5.59M
$394M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39.7KNew |
$1.96M - $2.49M
|
39.7K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
39.3K+ 355.2% |
$1.94M - $2.46M
|
50.3K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
39K+ 5.77% |
$1.92M - $2.45M
|
715K
$50.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
37.9K+ 232.63% |
$1.87M - $2.38M
|
54.2K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
37.5K+ 9.52% |
$1.85M - $2.36M
|
431K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
37.2K+ 930.82% |
$1.83M - $2.33M
|
41.2K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
37.1K+ 119.83% |
$1.83M - $2.33M
|
68K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37K+ 7.76% |
$1.82M - $2.32M
|
514K
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
36.8K+ 37.96% |
$1.82M - $2.31M
|
134K
$9.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
36.3K+ 23.9% |
$1.79M - $2.28M
|
188K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
36K+ 5.42% |
$1.77M - $2.26M
|
699K
$49.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
35.8KNew |
$1.76M - $2.25M
|
35.8K
$2.52M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
35.7K+ 14.63% |
$1.76M - $2.24M
|
280K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
35.3K+ 1.43% |
$1.74M - $2.22M
|
2.51M
$177M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
34.2KNew |
$1.69M - $2.15M
|
34.2K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
33.6K+ 37.93% |
$1.66M - $2.11M
|
122K
$8.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$1.65M - $2.1M
|
33.5K
$2.36M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32.9KNew |
$1.62M - $2.07M
|
32.9K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.6K+ 51.11% |
$1.61M - $2.05M
|
96.4K
$6.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.6K+ 8.16% |
$1.61M - $2.04M
|
432K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
32.3KNew |
$1.59M - $2.03M
|
32.3K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
32.3K+ 51.66% |
$1.59M - $2.03M
|
94.7K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
32KNew |
$1.58M - $2.01M
|
32K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
31.8K+ 25.42% |
$1.57M - $2M
|
157K
$11.1M
|