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
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19.8KNew |
$976K - $1.24M
|
19.8K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
19.7KNew |
$971K - $1.24M
|
19.7K
$1.39M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 24.72% |
$969K - $1.23M
|
99.2K
$6.99M
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
19.6K+ 26.24% |
$967K - $1.23M
|
94.4K
$6.66M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 7.97% |
$965K - $1.23M
|
265K
$18.7M
|
|
Feb 12, 2024
Q4 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
19.5KNew |
$960K - $1.22M
|
19.5K
$1.37M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19.2KNew |
$948K - $1.21M
|
19.2K
$1.36M
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
19.1KNew |
$940K - $1.2M
|
19.1K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19K+ 10.14% |
$939K - $1.2M
|
207K
$14.6M
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 124.36% |
$932K - $1.19M
|
34.1K
$2.4M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
18.8K+ 18.28% |
$928K - $1.18M
|
122K
$8.58M
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
18.8K+ 7.5% |
$926K - $1.18M
|
269K
$19M
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
18.4K+ 5.34% |
$908K - $1.16M
|
363K
$25.6M
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
BUY
|
- |
18K+ 25.71% |
$888K - $1.13M
|
88K
$6.21M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
17.9KNew |
$882K - $1.12M
|
17.9K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
17.7K+ 1698.85% |
$875K - $1.11M
|
18.8K
$1.32M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.7K+ 766.97% |
$874K - $1.11M
|
20K
$1.41M
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
17.6K+ 74.85% |
$868K - $1.1M
|
41.1K
$2.9M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
17.6K+ 122.11% |
$867K - $1.1M
|
32K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$866K - $1.1M
|
17.6K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.4KNew |
$860K - $1.1M
|
17.4K
$1.23M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17.4K+ 30.24% |
$858K - $1.09M
|
74.9K
$5.29M
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
17KNew |
$838K - $1.07M
|
17K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
16.8K+ 96.44% |
$830K - $1.06M
|
34.3K
$2.42M
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
16.7K+ 113.78% |
$824K - $1.05M
|
31.4K
$2.22M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.6K+ 8.78% |
$821K - $1.05M
|
206K
$14.5M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
16.5K+ 55.67% |
$812K - $1.03M
|
46K
$3.25M
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
BUY
|
- |
15.8K+ 29.43% |
$781K - $994K
|
69.7K
$4.91M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
15.8K+ 11.65% |
$780K - $993K
|
152K
$10.7M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
15.8KNew |
$778K - $991K
|
15.8K
$1.11M
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
15.7K+ 0.39% |
$773K - $984K
|
3.99M
$281M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15.6KNew |
$770K - $980K
|
15.6K
$1.1M
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.5K+ 32.38% |
$765K - $974K
|
63.5K
$4.48M
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15.4KNew |
$758K - $965K
|
15.4K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
15.3K+ 35.82% |
$755K - $961K
|
58K
$4.09M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 40.27% |
$754K - $960K
|
53.3K
$3.76M
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
15.1KNew |
$745K - $948K
|
15.1K
$1.07M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
15KNew |
$742K - $944K
|
15K
$1.06M
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
15K+ 82.78% |
$740K - $942K
|
33.1K
$2.34M
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 29.57% |
$734K - $934K
|
65.2K
$4.6M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14.8K+ 2.33% |
$732K - $932K
|
651K
$45.9M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.7KNew |
$725K - $923K
|
14.7K
$1.04M
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
14.5K+ 14.34% |
$718K - $913K
|
116K
$8.18M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.5K+ 1611.67% |
$715K - $911K
|
15.4K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
14.5KNew |
$715K - $910K
|
14.5K
$1.02M
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
14.5K+ 10.18% |
$714K - $909K
|
157K
$11M
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
14.4K+ 12.15% |
$710K - $904K
|
133K
$9.38M
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14.1K+ 86.25% |
$693K - $883K
|
30.4K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14KNew |
$693K - $882K
|
14K
$991K
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
14KNew |
$691K - $880K
|
14K
$989K
|