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 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 1.43% |
$1.54K - $1.89K
|
1.51K
$101K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-23- 0.38% |
$1.61K - $1.97K
|
6.03K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-23- 0.62% |
$1.61K - $1.97K
|
3.68K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-25- 0.04% |
$1.75K - $2.14K
|
56.9K
$3.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.09% |
$1.75K - $2.14K
|
28.8K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.67% |
$1.75K - $2.14K
|
3.72K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-25- 9.84% |
$1.75K - $2.14K
|
229
$15.3K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-26- 0.18% |
$1.82K - $2.23K
|
14.1K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-29- 1.5% |
$2.03K - $2.49K
|
1.91K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-29- 0.36% |
$2.03K - $2.49K
|
8.11K
$540K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-30- 0.13% |
$2.1K - $2.57K
|
23.6K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-30- 0.07% |
$2.1K - $2.57K
|
42.8K
$2.85M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 13.66% |
$2.17K - $2.66K
|
196
$13.1K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-33- 0.58% |
$2.31K - $2.83K
|
5.65K
$377K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-34- 0.12% |
$2.38K - $2.92K
|
28.3K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-34- 1.16% |
$2.38K - $2.92K
|
2.89K
$193K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-34- 0.15% |
$2.38K - $2.92K
|
23.2K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-35- 9.59% |
$2.45K - $3K
|
330
$22K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-35- 0.27% |
$2.45K - $3K
|
12.8K
$850K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 0.5% |
$2.45K - $3K
|
7.02K
$468K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-38- 0.18% |
$2.66K - $3.26K
|
20.9K
$1.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-38- 0.94% |
$2.66K - $3.26K
|
4K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-38- 0.88% |
$2.66K - $3.26K
|
4.3K
$286K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-40- 0.09% |
$2.79K - $3.43K
|
44.3K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 0.13% |
$2.79K - $3.43K
|
31.3K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-40- 0.57% |
$2.79K - $3.43K
|
6.96K
$464K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-41- 0.69% |
$2.86K - $3.52K
|
5.86K
$391K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-41- 0.39% |
$2.86K - $3.52K
|
10.5K
$698K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-43- 2.8% |
$3K - $3.69K
|
1.49K
$99.4K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-44- 73.33% |
$3.07K - $3.77K
|
16
$1.07K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-44- 0.38% |
$3.07K - $3.77K
|
11.6K
$775K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-45- 0.49% |
$3.14K - $3.86K
|
9.23K
$615K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-45- 0.14% |
$3.14K - $3.86K
|
32.1K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-47- 0.08% |
$3.28K - $4.03K
|
58.2K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-49- 10.32% |
$3.42K - $4.2K
|
426
$28.4K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-50- 0.5% |
$3.49K - $4.29K
|
9.92K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 0.23% |
$3.49K - $4.29K
|
21.5K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.21% |
$3.49K - $4.29K
|
23.8K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-51- 0.9% |
$3.56K - $4.37K
|
5.61K
$374K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-52- 0.65% |
$3.63K - $4.46K
|
8.01K
$534K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 1.32% |
$3.7K - $4.54K
|
3.96K
$264K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 0.02% |
$3.84K - $4.72K
|
296K
$19.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-57- 0.55% |
$3.98K - $4.89K
|
10.3K
$686K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-57- 2.07% |
$3.98K - $4.89K
|
2.7K
$180K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.74% |
$4.05K - $4.97K
|
7.74K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.08% |
$4.05K - $4.97K
|
73.3K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 0.21% |
$4.05K - $4.97K
|
27.2K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-59- 0.36% |
$4.12K - $5.06K
|
16.3K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-60- 1.28% |
$4.19K - $5.14K
|
4.61K
$307K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-60- 0.71% |
$4.19K - $5.14K
|
8.45K
$563K
|