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 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 19.43% |
$120K - $147K
|
7.11K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.75K- 8.29% |
$122K - $150K
|
19.3K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.75K- 3.54% |
$123K - $150K
|
47.9K
$3.19M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-1.76K- 37.82% |
$123K - $151K
|
2.9K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.77K- 2.01% |
$124K - $152K
|
86.4K
$5.76M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-1.79K- 3.08% |
$125K - $153K
|
56.3K
$3.75M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.83K- 9.3% |
$128K - $157K
|
17.8K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 23.09% |
$128K - $157K
|
6.1K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.85K- 1.75% |
$129K - $159K
|
104K
$6.94M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.86K- 8.54% |
$130K - $159K
|
19.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1.86K- 4.7% |
$130K - $159K
|
37.7K
$2.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.87K- 9.51% |
$130K - $160K
|
17.8K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.88K- 14.9% |
$131K - $161K
|
10.7K
$715K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-1.88K- 14.9% |
$131K - $161K
|
10.7K
$715K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.88K- 37.52% |
$132K - $161K
|
3.14K
$209K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.9K- 8.12% |
$133K - $163K
|
21.5K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.91K- 8.31% |
$133K - $164K
|
21K
$1.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.91K- 0.29% |
$133K - $164K
|
646K
$43.1M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.91K- 14.74% |
$134K - $164K
|
11.1K
$737K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.92K- 14.5% |
$134K - $165K
|
11.3K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.92K- 14.72% |
$134K - $165K
|
11.1K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.94K- 15.87% |
$135K - $166K
|
10.3K
$685K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.95K- 3.9% |
$136K - $167K
|
48.1K
$3.2M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.96K- 5.8% |
$137K - $168K
|
31.8K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.97K- 15.29% |
$138K - $169K
|
10.9K
$727K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.97K- 1.43% |
$138K - $169K
|
136K
$9.05M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.99K- 16.16% |
$139K - $171K
|
10.3K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.99K- 0.83% |
$139K - $171K
|
239K
$15.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2K- 3.31% |
$140K - $172K
|
58.6K
$3.9M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.01K- 0.81% |
$140K - $172K
|
247K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.01K- 2.17% |
$140K - $172K
|
90.4K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-2.02K- 9.43% |
$141K - $173K
|
19.4K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.04K- 2.38% |
$143K - $175K
|
83.7K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.06K- 3.06% |
$144K - $177K
|
65.3K
$4.35M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.07K- 4.02% |
$144K - $177K
|
49.2K
$3.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.08K- 3.59% |
$145K - $178K
|
55.9K
$3.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.09K- 3.94% |
$146K - $180K
|
51.1K
$3.4M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 4.78% |
$147K - $180K
|
41.9K
$2.79M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.13K- 11.63% |
$148K - $182K
|
16.1K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.17K- 2.48% |
$151K - $186K
|
85.1K
$5.67M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.18K- 23.76% |
$152K - $187K
|
7K
$466K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.2K- 17.91% |
$153K - $188K
|
10.1K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.2K- 24.81% |
$154K - $189K
|
6.67K
$445K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 4.63% |
$156K - $192K
|
46K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-2.25K- 10.84% |
$157K - $193K
|
18.5K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
SELL
|
- |
-2.26K- 10.5% |
$158K - $194K
|
19.3K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.29K- 40.29% |
$160K - $196K
|
3.39K
$226K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.29K- 3.06% |
$160K - $197K
|
72.6K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.29K- 24.5% |
$160K - $197K
|
7.07K
$471K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.3K- 2.29% |
$161K - $197K
|
98.1K
$6.54M
|