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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.4K- 23.63% |
$132K - $153K
|
7.75K
$522K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.41K- 1.99% |
$132K - $154K
|
118K
$7.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.42K- 3.58% |
$133K - $155K
|
65.3K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.43K- 73.87% |
$134K - $155K
|
860
$57.9K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.45K- 23.31% |
$135K - $157K
|
8.07K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.47K- 47.48% |
$136K - $158K
|
2.74K
$184K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.48K- 7.64% |
$136K - $158K
|
30K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 10.62% |
$137K - $160K
|
21K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.5K- 1.23% |
$137K - $160K
|
202K
$13.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.54K- 34.67% |
$140K - $162K
|
4.78K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.55K- 36.61% |
$140K - $163K
|
4.42K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.56K- 15.23% |
$141K - $163K
|
14.2K
$959K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.56K- 6.31% |
$141K - $163K
|
37.9K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-2.6K- 3.03% |
$143K - $166K
|
83.2K
$5.61M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.62K- 4.94% |
$144K - $167K
|
50.3K
$3.39M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.62K- 3.86% |
$144K - $168K
|
65.4K
$4.4M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.66K- 22.06% |
$146K - $170K
|
9.38K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.66K- 13.55% |
$146K - $170K
|
16.9K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.66K- 13.35% |
$146K - $170K
|
17.3K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.68K- 1.27% |
$147K - $171K
|
208K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.71K- 17.65% |
$149K - $173K
|
12.7K
$853K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.78K- 1.95% |
$153K - $177K
|
139K
$9.38M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-2.79K- 3.01% |
$153K - $178K
|
89.8K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.82K- 1.94% |
$155K - $180K
|
143K
$9.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.88K- 0.39% |
$158K - $184K
|
727K
$49M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.89K- 9.33% |
$159K - $185K
|
28.1K
$1.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.9K- 1.36% |
$159K - $185K
|
211K
$14.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.92K- 7.93% |
$160K - $187K
|
33.9K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.93K- 1.09% |
$161K - $187K
|
265K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.96K- 23.99% |
$163K - $189K
|
9.38K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-3K- 1.08% |
$165K - $192K
|
276K
$18.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 26.84% |
$169K - $197K
|
8.4K
$566K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.09K- 11.6% |
$170K - $197K
|
23.5K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 5.78% |
$170K - $198K
|
50.4K
$3.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.12K- 14.67% |
$172K - $200K
|
18.2K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.13K- 10.33% |
$172K - $200K
|
27.1K
$1.83M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-3.13K- 38.9% |
$172K - $200K
|
4.92K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.15K- 16.47% |
$173K - $201K
|
16K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-3.16K- 9.0% |
$174K - $202K
|
32K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-3.18K- 31.32% |
$175K - $203K
|
6.98K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.19K- 8.14% |
$175K - $204K
|
35.9K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.26K- 20.02% |
$179K - $208K
|
13K
$877K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.31K- 13.2% |
$182K - $212K
|
21.8K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.32K- 14.95% |
$182K - $212K
|
18.9K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.39K- 48.39% |
$186K - $217K
|
3.62K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.44K- 1.0% |
$189K - $220K
|
339K
$22.9M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.47K- 51.23% |
$191K - $222K
|
3.3K
$222K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.48K- 1.89% |
$191K - $223K
|
181K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.49K- 10.6% |
$192K - $223K
|
29.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.53K- 15.95% |
$194K - $226K
|
18.6K
$1.25M
|