Purchases and Sales Made in Q1 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
136+ 3.95% |
$9.5K - $11.7K
|
3.58K
$260K
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
136+ 3.15% |
$9.5K - $11.7K
|
4.45K
$324K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
135+ 0.83% |
$9.43K - $11.6K
|
16.3K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
135+ 0.61% |
$9.43K - $11.6K
|
22.4K
$1.63M
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
135+ 3.55% |
$9.43K - $11.6K
|
3.94K
$287K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
133+ 37.46% |
$9.29K - $11.4K
|
488
$35.5K
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
132+ 1.13% |
$9.22K - $11.3K
|
11.8K
$863K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
131+ 22.63% |
$9.15K - $11.2K
|
710
$51.7K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
130+ 0.97% |
$9.08K - $11.1K
|
13.5K
$981K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
127New |
$8.87K - $10.9K
|
127
$9.25K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
126New |
$8.8K - $10.8K
|
126
$9.18K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
126+ 2.16% |
$8.8K - $10.8K
|
5.96K
$434K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
125+ 0.26% |
$8.73K - $10.7K
|
47.8K
$3.48M
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
124+ 1.36% |
$8.66K - $10.6K
|
9.24K
$673K
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
124+ 1.04% |
$8.66K - $10.6K
|
12.1K
$880K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
121+ 0.06% |
$8.45K - $10.4K
|
199K
$14.5M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
120+ 3.0% |
$8.38K - $10.3K
|
4.12K
$300K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 0.64% |
$8.38K - $10.3K
|
18.8K
$1.37M
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
110+ 4.26% |
$7.69K - $9.43K
|
2.69K
$196K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
109+ 1.49% |
$7.62K - $9.35K
|
7.41K
$540K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
108+ 2.24% |
$7.55K - $9.26K
|
4.94K
$359K
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
105+ 1.57% |
$7.34K - $9K
|
6.77K
$493K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
105+ 0.15% |
$7.34K - $9K
|
71.1K
$5.18M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
104+ 1.92% |
$7.27K - $8.92K
|
5.53K
$403K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.06% |
$7.27K - $8.92K
|
3.5K
$255K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 1.63% |
$7.13K - $8.75K
|
6.36K
$463K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
102+ 1.88% |
$7.13K - $8.75K
|
5.53K
$403K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
102+ 0.46% |
$7.13K - $8.75K
|
22.3K
$1.63M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
102New |
$7.13K - $8.75K
|
102
$7.43K
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.28% |
$6.99K - $8.57K
|
36.2K
$2.63M
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 1.98% |
$6.99K - $8.57K
|
5.16K
$375K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
100+ 0.3% |
$6.99K - $8.57K
|
33.2K
$2.42M
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
95+ 0.92% |
$6.64K - $8.15K
|
10.4K
$760K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
95+ 1.63% |
$6.64K - $8.15K
|
5.93K
$432K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.21% |
$6.57K - $8.06K
|
3.03K
$220K
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
91+ 2.52% |
$6.36K - $7.8K
|
3.71K
$270K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
91+ 2.1% |
$6.36K - $7.8K
|
4.42K
$322K
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
88+ 1.03% |
$6.15K - $7.55K
|
8.65K
$630K
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
87+ 3.25% |
$6.08K - $7.46K
|
2.76K
$201K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85+ 6.93% |
$5.94K - $7.29K
|
1.31K
$95.6K
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
85+ 0.64% |
$5.94K - $7.29K
|
13.4K
$979K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
83+ 0.31% |
$5.8K - $7.12K
|
26.5K
$1.93M
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 1.31% |
$5.66K - $6.94K
|
6.28K
$458K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 0.19% |
$5.59K - $6.86K
|
43K
$3.13M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
80+ 2.42% |
$5.59K - $6.86K
|
3.39K
$247K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$5.59K - $6.86K
|
12.8K
$935K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
78+ 3.0% |
$5.45K - $6.69K
|
2.68K
$195K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.93% |
$5.38K - $6.6K
|
4.06K
$296K
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
77New |
$5.38K - $6.6K
|
77
$5.61K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76+ 1.6% |
$5.31K - $6.52K
|
4.84K
$352K
|