Latest Institutional Purchases of Nextera Energy Inc (NEE)
This list provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
309+ 8.09% |
$21.6K - $26.5K
|
4.13K
$267K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
305+ 1794.12% |
$21.3K - $26.2K
|
322
$20.8K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
297+ 10.42% |
$20.8K - $25.5K
|
3.15K
$204K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
256New |
$17.9K - $21.9K
|
256
$16.6K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$14K - $17.1K
|
200
$12.9K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
170+ 6.78% |
$11.9K - $14.6K
|
2.68K
$173K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.06% |
$7.27K - $8.92K
|
3.5K
$227K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
102New |
$7.13K - $8.75K
|
102
$6.6K
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
63+ 2.16% |
$4.4K - $5.4K
|
2.99K
$193K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
61+ 2.3% |
$4.26K - $5.23K
|
2.71K
$175K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
47New |
$3.28K - $4.03K
|
47
$3.04K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28+ 0.92% |
$1.96K - $2.4K
|
3.06K
$198K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.76% |
$1.54K - $1.89K
|
2.9K
$188K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
16+ 0.61% |
$1.12K - $1.37K
|
2.65K
$171K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.53% |
$978 - $1.2K
|
2.63K
$170K
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$140 - $171
|
2.71K
$176K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.8MNew |
$1.4B - $1.73B
|
19.8M
$1.28B
|
|
Feb 14, 2023
Q4 2022
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
470KNew |
$33.2M - $41M
|
470K
$30.4M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
172KNew |
$12.1M - $15M
|
172K
$11.1M
|
|
Nov 27, 2023
Q4 2022
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$11.2M - $13.8M
|
158K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
112K+ 17.26% |
$7.9M - $9.75M
|
760K
$49.2M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
85.1KNew |
$6.01M - $7.41M
|
85.1K
$5.5M
|
|
Feb 14, 2023
Q4 2022
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
66.9KNew |
$4.73M - $5.83M
|
66.9K
$4.33M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
27.4KNew |
$1.93M - $2.39M
|
27.4K
$1.77M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.4K+ 404.19% |
$1.23M - $1.51M
|
21.7K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
16.3KNew |
$1.15M - $1.42M
|
16.3K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3KNew |
$796K - $982K
|
11.3K
$729K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10.3KNew |
$725K - $894K
|
10.3K
$664K
|
|
Feb 14, 2023
Q4 2022
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
8.5K+ 18.89% |
$600K - $741K
|
53.5K
$3.46M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
8.18KNew |
$578K - $713K
|
8.18K
$529K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.8KNew |
$551K - $680K
|
7.8K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$384K - $474K
|
5.44K
$352K
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4.55KNew |
$321K - $396K
|
4.55K
$294K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.27K+ 44.19% |
$301K - $372K
|
13.9K
$900K
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
4.08KNew |
$288K - $355K
|
4.08K
$264K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.87K+ 8.43% |
$273K - $337K
|
49.8K
$3.22M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.53KNew |
$249K - $307K
|
3.53K
$228K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.11K+ 4.14% |
$220K - $271K
|
78.2K
$5.06M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.91KNew |
$205K - $253K
|
2.91K
$188K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78KNew |
$196K - $242K
|
2.78K
$180K
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$191K - $236K
|
2.7K
$175K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$188K - $232K
|
2.66K
$172K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$172K
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.56KNew |
$181K - $223K
|
2.56K
$166K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.55KNew |
$180K - $222K
|
2.55K
$165K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.53KNew |
$179K - $221K
|
2.53K
$164K
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.51KNew |
$178K - $219K
|
2.51K
$163K
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$177K - $218K
|
2.5K
$162K
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.43KNew |
$172K - $212K
|
2.43K
$157K
|