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 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-64- 1.42% |
$4.47K - $5.49K
|
4.43K
$327K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-66- 39.29% |
$4.61K - $5.66K
|
102
$7.54K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-66- 1.25% |
$4.61K - $5.66K
|
5.22K
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-68- 1.89% |
$4.75K - $5.83K
|
3.53K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-68- 44.74% |
$4.75K - $5.83K
|
84
$6.21K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-68- 1.0% |
$4.75K - $5.83K
|
6.76K
$500K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-69- 4.07% |
$4.82K - $5.92K
|
1.63K
$120K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-70- 0.12% |
$4.89K - $6K
|
58.1K
$4.29M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-72- 0.7% |
$5.03K - $6.17K
|
10.2K
$754K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-73- 1.32% |
$5.1K - $6.26K
|
5.45K
$402K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.3% |
$5.17K - $6.34K
|
5.6K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-74- 0.6% |
$5.17K - $6.34K
|
12.2K
$903K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-75- 0.77% |
$5.24K - $6.43K
|
9.71K
$718K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-76- 4.47% |
$5.31K - $6.52K
|
1.62K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-76- 1.63% |
$5.31K - $6.52K
|
4.58K
$338K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-78- 1.15% |
$5.45K - $6.69K
|
6.73K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-78- 1.42% |
$5.45K - $6.69K
|
5.4K
$399K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-80- 2.77% |
$5.59K - $6.86K
|
2.81K
$207K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-81- 1.22% |
$5.66K - $6.94K
|
6.57K
$485K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-81- 1.8% |
$5.66K - $6.94K
|
4.41K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-82- 1.04% |
$5.73K - $7.03K
|
7.8K
$576K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-82- 1.01% |
$5.73K - $7.03K
|
8.03K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83- 0.14% |
$5.8K - $7.12K
|
58.3K
$4.31M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-84- 0.94% |
$5.87K - $7.2K
|
8.84K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-84- 2.47% |
$5.87K - $7.2K
|
3.32K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-84- 0.79% |
$5.87K - $7.2K
|
10.5K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-84- 0.46% |
$5.87K - $7.2K
|
18.4K
$1.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-85- 0.66% |
$5.94K - $7.29K
|
12.7K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-85- 0.32% |
$5.94K - $7.29K
|
26.2K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-85- 3.17% |
$5.94K - $7.29K
|
2.6K
$192K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-86- 0.03% |
$6.01K - $7.37K
|
302K
$22.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-87- 2.04% |
$6.08K - $7.46K
|
4.18K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 2.01% |
$6.29K - $7.72K
|
4.39K
$324K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-91- 2.68% |
$6.36K - $7.8K
|
3.3K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-91- 6.51% |
$6.36K - $7.8K
|
1.31K
$96.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-92- 1.28% |
$6.43K - $7.89K
|
7.1K
$524K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-94- 0.41% |
$6.57K - $8.06K
|
22.7K
$1.68M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-95- 0.59% |
$6.64K - $8.15K
|
16K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-96- 0.5% |
$6.71K - $8.23K
|
19K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-96- 1.29% |
$6.71K - $8.23K
|
7.35K
$543K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-99- 1.65% |
$6.92K - $8.49K
|
5.89K
$435K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-99- 2.67% |
$6.92K - $8.49K
|
3.61K
$267K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-100- 0.41% |
$6.99K - $8.57K
|
24.4K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-100- 2.27% |
$6.99K - $8.57K
|
4.3K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-100- 0.24% |
$6.99K - $8.57K
|
41.8K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-100- 2.66% |
$6.99K - $8.57K
|
3.65K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.56% |
$6.99K - $8.57K
|
6.3K
$465K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 1.22% |
$6.99K - $8.57K
|
8.08K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 0.9% |
$6.99K - $8.57K
|
11K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-100- 1.72% |
$6.99K - $8.57K
|
5.7K
$421K
|