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 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-518- 2.65% |
$28.5K - $33.1K
|
19K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-522- 7.26% |
$28.7K - $33.4K
|
6.67K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-525- 4.73% |
$28.9K - $33.6K
|
10.6K
$712K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-534- 2.17% |
$29.4K - $34.1K
|
24.1K
$1.62M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-538- 2.71% |
$29.6K - $34.4K
|
19.3K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-549- 2.7% |
$30.2K - $35.1K
|
19.8K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 3.93% |
$30.3K - $35.3K
|
13.5K
$909K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-553- 3.22% |
$30.4K - $35.3K
|
16.6K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-557- 12.87% |
$30.6K - $35.6K
|
3.77K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-558- 0.49% |
$30.7K - $35.7K
|
113K
$7.63M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-564- 2.6% |
$31K - $36K
|
21.1K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-575- 13.19% |
$31.6K - $36.7K
|
3.79K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-576- 5.94% |
$31.7K - $36.8K
|
9.12K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-577- 11.73% |
$31.7K - $36.9K
|
4.34K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-582- 3.95% |
$32K - $37.2K
|
14.2K
$955K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-588- 10.06% |
$32.3K - $37.6K
|
5.26K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-588- 11.87% |
$32.3K - $37.6K
|
4.37K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-589- 1.53% |
$32.4K - $37.6K
|
37.8K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-594- 21.05% |
$32.7K - $38K
|
2.23K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-595- 0.91% |
$32.7K - $38K
|
64.5K
$4.35M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 28.69% |
$33K - $38.3K
|
1.49K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-604- 24.17% |
$33.2K - $38.6K
|
1.9K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-609- 45.14% |
$33.5K - $38.9K
|
740
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-610- 8.76% |
$33.5K - $39K
|
6.35K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-611- 15.54% |
$33.6K - $39K
|
3.32K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-614- 2.86% |
$33.8K - $39.2K
|
20.8K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-615- 0.17% |
$33.8K - $39.3K
|
370K
$24.9M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-623- 8.29% |
$34.2K - $39.8K
|
6.89K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-624- 7.36% |
$34.3K - $39.9K
|
7.86K
$529K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-626- 2.8% |
$34.4K - $40K
|
21.7K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-639- 4.74% |
$35.1K - $40.8K
|
12.8K
$866K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-640- 6.13% |
$35.2K - $40.9K
|
9.8K
$661K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-643- 5.6% |
$35.3K - $41.1K
|
10.8K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-648- 45.67% |
$35.6K - $41.4K
|
771
$51.9K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-653- 7.19% |
$35.9K - $41.7K
|
8.44K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-657- 10.38% |
$36.1K - $42K
|
5.67K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-659- 3.76% |
$36.2K - $42.1K
|
16.9K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-664- 1.42% |
$36.5K - $42.4K
|
46K
$3.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-665- 5.28% |
$36.6K - $42.5K
|
11.9K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-667- 2.77% |
$36.7K - $42.6K
|
23.4K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-669- 13.75% |
$36.8K - $42.8K
|
4.2K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-670- 1.8% |
$36.8K - $42.8K
|
36.6K
$2.47M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-676- 2.22% |
$37.2K - $43.2K
|
29.8K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-685- 15.68% |
$37.7K - $43.8K
|
3.69K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-708- 7.9% |
$38.9K - $45.2K
|
8.25K
$556K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-710- 4.31% |
$39K - $45.4K
|
15.8K
$1.06M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-718- 4.52% |
$39.5K - $45.9K
|
15.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-719- 15.18% |
$39.5K - $46K
|
4.02K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-720- 5.83% |
$39.6K - $46K
|
11.6K
$783K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-724- 15.78% |
$39.8K - $46.3K
|
3.86K
$260K
|