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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
14KNew |
$690K - $879K
|
14K
$987K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
13.9K+ 30.09% |
$685K - $872K
|
60K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13.9KNew |
$683K - $870K
|
13.9K
$977K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
13.8KNew |
$682K - $869K
|
13.8K
$976K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
13.7KNew |
$678K - $863K
|
13.7K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 4.31% |
$672K - $856K
|
330K
$23.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
13.5KNew |
$667K - $849K
|
13.5K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
13.3K+ 151.08% |
$658K - $837K
|
22.2K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
13.3K+ 10.3% |
$654K - $833K
|
142K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13K+ 17.73% |
$642K - $817K
|
86.4K
$6.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
13K+ 66.33% |
$641K - $816K
|
32.6K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13K+ 94.88% |
$639K - $814K
|
26.6K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12.9KNew |
$637K - $811K
|
12.9K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.8KNew |
$632K - $805K
|
12.8K
$904K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12.8KNew |
$631K - $803K
|
12.8K
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
12.6K+ 8.49% |
$624K - $794K
|
162K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.5K+ 0.79% |
$619K - $787K
|
1.6M
$113M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12.5K+ 57.29% |
$616K - $785K
|
34.3K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.5KNew |
$616K - $785K
|
12.5K
$882K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.5KNew |
$616K - $785K
|
12.5K
$882K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 5.47% |
$615K - $783K
|
240K
$17M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.5K+ 12.53% |
$615K - $783K
|
112K
$7.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$614K - $782K
|
12.5K
$878K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 134.14% |
$613K - $780K
|
21.7K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$598K - $761K
|
12.1K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
12KNew |
$592K - $753K
|
12K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 4.7% |
$585K - $745K
|
264K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 27.33% |
$577K - $735K
|
54.5K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.6KNew |
$571K - $727K
|
11.6K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.5KNew |
$569K - $724K
|
11.5K
$814K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.5K+ 26.1% |
$567K - $722K
|
55.6K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
11.5K+ 136.94% |
$566K - $721K
|
19.9K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
11.4K+ 7.85% |
$562K - $716K
|
157K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 75.47% |
$562K - $715K
|
26.5K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.3K+ 45.16% |
$555K - $706K
|
36.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$552K - $703K
|
11.2K
$790K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
11.1K+ 52.05% |
$547K - $696K
|
32.4K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
11.1K+ 14.64% |
$546K - $695K
|
86.7K
$6.11M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11KNew |
$542K - $689K
|
11K
$775K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.8K+ 12.9% |
$534K - $680K
|
94.9K
$6.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10.8K+ 8.8% |
$533K - $678K
|
134K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.7K+ 16.27% |
$529K - $674K
|
76.7K
$5.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
10.7KNew |
$529K - $674K
|
10.7K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 9.92% |
$526K - $669K
|
118K
$8.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6K+ 9.06% |
$521K - $663K
|
127K
$8.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
BUY
|
- |
10.5K+ 18.44% |
$518K - $659K
|
67.4K
$4.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.5KNew |
$516K - $656K
|
10.5K
$737K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
10.4KNew |
$514K - $654K
|
10.4K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
10.4KNew |
$513K - $653K
|
10.4K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 8.94% |
$508K - $646K
|
125K
$8.85M
|