Purchases and Sales Made in Q1 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2024. 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 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.72KNew |
$259K - $302K
|
4.72K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.72K+ 5.26% |
$259K - $301K
|
94.3K
$6.36M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.72K+ 20.36% |
$259K - $301K
|
27.9K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.71KNew |
$259K - $301K
|
4.71K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
4.64K+ 1.35% |
$255K - $297K
|
348K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.61K+ 36.49% |
$253K - $294K
|
17.2K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
4.6KNew |
$253K - $294K
|
4.6K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.57K+ 49.66% |
$251K - $292K
|
13.8K
$928K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.56K+ 56.26% |
$251K - $291K
|
12.7K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.55KNew |
$250K - $291K
|
4.55K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.53K+ 22.77% |
$249K - $290K
|
24.4K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.49K+ 48.5% |
$247K - $287K
|
13.7K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.48KNew |
$246K - $287K
|
4.48K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.46K+ 5.0% |
$245K - $285K
|
93.8K
$6.32M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.45K+ 71.11% |
$245K - $285K
|
10.7K
$722K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.4K+ 23.57% |
$242K - $281K
|
23.1K
$1.55M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.38K+ 12.55% |
$241K - $280K
|
39.3K
$2.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
4.35K+ 19.94% |
$239K - $278K
|
26.2K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
4.33K+ 5.03% |
$238K - $277K
|
90.4K
$6.09M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.26K+ 63.09% |
$234K - $272K
|
11K
$742K
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
4.25K+ 2.95% |
$233K - $271K
|
148K
$10M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
4.2K+ 8.96% |
$231K - $268K
|
51.1K
$3.44M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.19KNew |
$230K - $267K
|
4.19K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
4.16K+ 8.24% |
$229K - $266K
|
54.7K
$3.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
4.16K+ 27.33% |
$229K - $266K
|
19.4K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.15KNew |
$228K - $265K
|
4.15K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.14K+ 7.79% |
$228K - $265K
|
57.3K
$3.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.14K+ 1175.57% |
$227K - $264K
|
4.49K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.13K+ 51.57% |
$227K - $264K
|
12.1K
$818K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.1KNew |
$225K - $262K
|
4.1K
$276K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.09K+ 9.86% |
$225K - $261K
|
45.6K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.08KNew |
$224K - $261K
|
4.08K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.07KNew |
$224K - $260K
|
4.07K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4.06KNew |
$223K - $260K
|
4.06K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$222K - $258K
|
4.03K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.02K+ 68.76% |
$221K - $257K
|
9.86K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4.01KNew |
$221K - $257K
|
4.01K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.01K+ 27.86% |
$220K - $256K
|
18.4K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
4KNew |
$220K - $256K
|
4K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4K+ 22.56% |
$220K - $256K
|
21.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
4K+ 57.14% |
$220K - $256K
|
11K
$741K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.97KNew |
$218K - $254K
|
3.97K
$267K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.97K+ 2.29% |
$218K - $253K
|
177K
$12M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.95K+ 0.12% |
$217K - $253K
|
3.24M
$218M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.94K+ 7.25% |
$217K - $252K
|
58.3K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.94K+ 7.26% |
$216K - $252K
|
58.2K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.89K+ 7.76% |
$214K - $249K
|
54K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.88K+ 2.99% |
$214K - $248K
|
134K
$9.01M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 9.77% |
$212K - $247K
|
43.3K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.83KNew |
$210K - $244K
|
3.83K
$258K
|