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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-2- 0.05% |
$140 - $171
|
3.9K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2- 0.04% |
$140 - $171
|
5.03K
$366K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-3- 0.09% |
$210 - $257
|
3.34K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.39% |
$210 - $257
|
769
$56K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3- 0.07% |
$210 - $257
|
4.47K
$326K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 4.1% |
$349 - $429
|
117
$8.52K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5- 7.94% |
$349 - $429
|
58
$4.22K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-5- 0.03% |
$349 - $429
|
15.3K
$1.12M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5- 0.01% |
$349 - $429
|
34.4K
$2.51M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5- 0.08% |
$349 - $429
|
6.5K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.08% |
$419 - $514
|
7.99K
$582K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 1.08% |
$419 - $514
|
548
$39.9K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6- 0.04% |
$419 - $514
|
15.3K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-6- 0.02% |
$419 - $514
|
31.1K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-7- 0.16% |
$489 - $600
|
4.3K
$313K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 10.77% |
$489 - $600
|
58
$4.22K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 8.33% |
$489 - $600
|
77
$5.61K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.04% |
$489 - $600
|
16.5K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-8- 0.03% |
$559 - $686
|
24K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-8- 0.07% |
$559 - $686
|
10.9K
$791K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8- 4.76% |
$559 - $686
|
160
$11.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-10- 0.11% |
$699 - $857
|
8.93K
$650K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11- 0.01% |
$769 - $943
|
91.6K
$6.67M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-11- 0.18% |
$769 - $943
|
6K
$437K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.8% |
$769 - $943
|
600
$43.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.16% |
$838 - $1.03K
|
7.59K
$553K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-12- 0.3% |
$838 - $1.03K
|
4.05K
$295K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-13- 0.03% |
$908 - $1.11K
|
38.2K
$2.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-13- 0.11% |
$908 - $1.11K
|
11.8K
$860K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13- 0.44% |
$908 - $1.11K
|
2.91K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14- 9.52% |
$978 - $1.2K
|
133
$9.69K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 3.71% |
$1.05K - $1.29K
|
389
$28.3K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-15- 0.33% |
$1.05K - $1.29K
|
4.48K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.11% |
$1.05K - $1.29K
|
13.6K
$989K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.2% |
$1.05K - $1.29K
|
7.49K
$545K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-16- 0.4% |
$1.12K - $1.37K
|
4.01K
$292K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16- 1.29% |
$1.12K - $1.37K
|
1.23K
$89.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17- 0.12% |
$1.19K - $1.46K
|
14.1K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-17- 18.68% |
$1.19K - $1.46K
|
74
$5.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-19- 1.07% |
$1.33K - $1.63K
|
1.76K
$128K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-20- 0.55% |
$1.4K - $1.71K
|
3.6K
$262K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-20- 0.36% |
$1.4K - $1.71K
|
5.5K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.11% |
$1.4K - $1.71K
|
18K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-21- 0.22% |
$1.47K - $1.8K
|
9.42K
$686K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-22- 27.85% |
$1.54K - $1.89K
|
57
$4.15K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 1.43% |
$1.54K - $1.89K
|
1.51K
$110K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-23- 0.38% |
$1.61K - $1.97K
|
6.03K
$439K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-23- 0.62% |
$1.61K - $1.97K
|
3.68K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-25- 0.04% |
$1.75K - $2.14K
|
56.9K
$4.14M
|