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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 0.44% |
$2.79K - $3.43K
|
9.21K
$654K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39+ 1.13% |
$2.72K - $3.34K
|
3.49K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
39+ 8.14% |
$2.72K - $3.34K
|
518
$36.8K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
37+ 1.12% |
$2.59K - $3.17K
|
3.35K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
35+ 0.6% |
$2.45K - $3K
|
5.89K
$419K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
35+ 0.12% |
$2.45K - $3K
|
29.7K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
34+ 0.76% |
$2.38K - $2.92K
|
4.53K
$322K
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
33+ 0.24% |
$2.31K - $2.83K
|
13.9K
$987K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 0.54% |
$2.31K - $2.83K
|
6.1K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
33+ 0.44% |
$2.31K - $2.83K
|
7.53K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
33+ 0.38% |
$2.31K - $2.83K
|
8.68K
$617K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 0.54% |
$2.31K - $2.83K
|
6.1K
$433K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
32+ 0.51% |
$2.24K - $2.74K
|
6.36K
$452K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
32+ 0.49% |
$2.24K - $2.74K
|
6.55K
$465K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
32New |
$2.24K - $2.74K
|
32
$2.27K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
31+ 0.28% |
$2.17K - $2.66K
|
11.2K
$794K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31+ 0.59% |
$2.17K - $2.66K
|
5.31K
$377K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
28+ 215.38% |
$1.96K - $2.4K
|
41
$2.91K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
28+ 0.35% |
$1.96K - $2.4K
|
7.92K
$563K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
28+ 0.92% |
$1.96K - $2.4K
|
3.06K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
28+ 0.22% |
$1.96K - $2.4K
|
12.5K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
27+ 3.69% |
$1.89K - $2.31K
|
758
$53.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
25+ 0.3% |
$1.75K - $2.14K
|
8.44K
$600K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
$1.75K - $2.14K
|
25
$1.78K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
25+ 0.22% |
$1.75K - $2.14K
|
11.3K
$806K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
25New |
$1.75K - $2.14K
|
25
$1.78K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 0.86% |
$1.75K - $2.14K
|
2.95K
$209K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 0.86% |
$1.75K - $2.14K
|
2.95K
$209K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24+ 0.24% |
$1.68K - $2.06K
|
10.2K
$723K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
24+ 0.46% |
$1.68K - $2.06K
|
5.23K
$371K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.18% |
$1.61K - $1.97K
|
13K
$925K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
23+ 0.15% |
$1.61K - $1.97K
|
15.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
23+ 0.22% |
$1.61K - $1.97K
|
10.4K
$737K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
22+ 0.75% |
$1.54K - $1.89K
|
2.97K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.76% |
$1.54K - $1.89K
|
2.9K
$206K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
21+ 0.26% |
$1.47K - $1.8K
|
8.06K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
20+ 0.32% |
$1.4K - $1.71K
|
6.3K
$447K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.42K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
20+ 0.57% |
$1.4K - $1.71K
|
3.5K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
20+ 0.57% |
$1.4K - $1.71K
|
3.53K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 0.55% |
$1.4K - $1.71K
|
3.67K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 19.0% |
$1.33K - $1.63K
|
119
$8.45K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 0.42% |
$1.33K - $1.63K
|
4.52K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.14% |
$1.26K - $1.54K
|
12.9K
$915K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
18+ 0.61% |
$1.26K - $1.54K
|
2.97K
$211K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18+ 0.1% |
$1.26K - $1.54K
|
18.8K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.63% |
$1.19K - $1.46K
|
2.7K
$192K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
17+ 0.2% |
$1.19K - $1.46K
|
8.5K
$604K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.64% |
$1.19K - $1.46K
|
2.68K
$190K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
17+ 0.3% |
$1.19K - $1.46K
|
5.76K
$409K
|