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 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-3.56K- 39.82% |
$195K - $227K
|
5.37K
$362K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.56K- 50.88% |
$196K - $227K
|
3.43K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.59K- 36.9% |
$197K - $230K
|
6.14K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-3.59K- 17.65% |
$198K - $230K
|
16.8K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-3.6K- 46.27% |
$198K - $230K
|
4.18K
$282K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.61K- 41.41% |
$198K - $230K
|
5.1K
$344K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.61K- 1.22% |
$199K - $231K
|
292K
$19.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-3.62K- 1.5% |
$199K - $231K
|
238K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.63K- 8.52% |
$200K - $232K
|
39K
$2.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-3.65K- 8.9% |
$201K - $233K
|
37.4K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.7K- 22.06% |
$204K - $237K
|
13.1K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-3.71K- 2.37% |
$204K - $237K
|
153K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.81K- 4.23% |
$209K - $243K
|
86.3K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.85K- 2.34% |
$212K - $246K
|
161K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3.9K- 32.16% |
$214K - $249K
|
8.23K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.92K- 26.28% |
$216K - $251K
|
11K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.95K- 33.89% |
$217K - $253K
|
7.71K
$520K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.97K- 42.58% |
$218K - $254K
|
5.35K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.98K- 15.88% |
$219K - $254K
|
21.1K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.99K- 34.03% |
$219K - $255K
|
7.73K
$521K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-4K- 33.36% |
$220K - $256K
|
7.99K
$539K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.01K- 58.17% |
$220K - $256K
|
2.88K
$194K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.02K- 30.36% |
$221K - $257K
|
9.22K
$621K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.02K- 27.6% |
$221K - $257K
|
10.5K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 11.7% |
$221K - $257K
|
30.4K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.05K- 5.56% |
$222K - $259K
|
68.8K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.06K- 19.02% |
$223K - $260K
|
17.3K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.12K- 6.51% |
$226K - $263K
|
59.1K
$3.98M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.17K- 9.14% |
$229K - $267K
|
41.4K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-4.19K- 7.45% |
$230K - $268K
|
52K
$3.5M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.19K- 5.96% |
$230K - $268K
|
66.1K
$4.45M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4.22K- 23.73% |
$232K - $269K
|
13.6K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.25K- 44.59% |
$234K - $272K
|
5.28K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.26K- 11.15% |
$234K - $272K
|
34K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.31K- 3.47% |
$237K - $276K
|
120K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.32K- 1.36% |
$237K - $276K
|
312K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.32K- 38.59% |
$237K - $276K
|
6.88K
$463K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.46K- 18.3% |
$245K - $285K
|
19.9K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.53K- 3.05% |
$249K - $290K
|
144K
$9.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.56K- 17.21% |
$251K - $292K
|
22K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-4.58K- 4.91% |
$252K - $293K
|
88.7K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-4.58K- 3.46% |
$252K - $293K
|
128K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.65K- 83.8% |
$255K - $297K
|
898
$60.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.66K- 2.3% |
$256K - $298K
|
198K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-4.7K- 56.24% |
$258K - $300K
|
3.66K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 3.79% |
$258K - $300K
|
119K
$8.05M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.75K- 2.31% |
$261K - $304K
|
201K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.78K- 3.58% |
$263K - $305K
|
129K
$8.67M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.79K- 4.54% |
$263K - $306K
|
101K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.81K- 58.44% |
$265K - $308K
|
3.42K
$231K
|