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 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
12KNew |
$660K - $767K
|
12K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
11.9K+ 8.61% |
$653K - $759K
|
150K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.9K+ 140.19% |
$652K - $758K
|
20.3K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
11.8K+ 24.02% |
$651K - $757K
|
61.2K
$4.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.8K+ 19.83% |
$647K - $753K
|
71.2K
$4.79M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
11.7K+ 2.03% |
$644K - $749K
|
589K
$39.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.7K+ 15.61% |
$643K - $748K
|
86.6K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.6K+ 8.7% |
$640K - $744K
|
146K
$9.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.6K+ 14.19% |
$640K - $744K
|
93.7K
$6.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
11.6KNew |
$637K - $740K
|
11.6K
$780K
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
11.6KNew |
$636K - $739K
|
11.6K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
11.5KNew |
$630K - $732K
|
11.5K
$772K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
11.4KNew |
$628K - $730K
|
11.4K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
11.2K+ 19.32% |
$616K - $716K
|
69.2K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11.1KNew |
$610K - $710K
|
11.1K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
11.1K+ 46.97% |
$610K - $710K
|
34.7K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
11.1K+ 64.69% |
$610K - $709K
|
28.3K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$609K - $708K
|
11.1K
$746K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.1K+ 79.03% |
$608K - $707K
|
25.1K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 10.7% |
$607K - $706K
|
114K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 10.1% |
$601K - $699K
|
119K
$8.03M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.9K+ 49.2% |
$600K - $697K
|
33.1K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.9K+ 9.81% |
$597K - $695K
|
122K
$8.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$596K - $693K
|
10.8K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10.8K+ 20.95% |
$595K - $692K
|
62.6K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.8K+ 310.09% |
$593K - $690K
|
14.3K
$962K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10.7KNew |
$590K - $686K
|
10.7K
$723K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.7K+ 9.67% |
$586K - $681K
|
121K
$8.14M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10.7K+ 2.0% |
$585K - $681K
|
545K
$36.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 3.36% |
$583K - $678K
|
327K
$22M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6K+ 146.36% |
$583K - $678K
|
17.8K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
10.5K+ 12.6% |
$579K - $674K
|
94.2K
$6.35M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.5KNew |
$575K - $669K
|
10.5K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10.4KNew |
$569K - $662K
|
10.4K
$698K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.3K+ 11.32% |
$567K - $659K
|
101K
$6.83M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10.2KNew |
$563K - $655K
|
10.2K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 34.98% |
$560K - $652K
|
39.3K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 55.99% |
$556K - $647K
|
28.2K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10.1K+ 61.26% |
$556K - $646K
|
26.6K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.1K+ 50.49% |
$555K - $645K
|
30.1K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.1K+ 6.84% |
$554K - $644K
|
157K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.91K+ 11.43% |
$545K - $633K
|
96.6K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.91KNew |
$545K - $633K
|
9.91K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.83K+ 3.72% |
$540K - $628K
|
274K
$18.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.76K+ 13.09% |
$537K - $624K
|
84.3K
$5.68M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.74KNew |
$535K - $622K
|
9.74K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.62K+ 95.97% |
$529K - $615K
|
19.6K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
9.62K+ 2.7% |
$529K - $615K
|
366K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.57K+ 4.86% |
$526K - $612K
|
206K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.51K+ 94.66% |
$522K - $607K
|
19.5K
$1.32M
|