Purchases and Sales Made in Q2 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.18K+ 15.47% |
$304K - $331K
|
31.2K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.18K+ 0.87% |
$304K - $331K
|
487K
$32.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.16KNew |
$302K - $329K
|
4.16K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.13K+ 21.06% |
$300K - $326K
|
23.7K
$1.6M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.08K+ 5.11% |
$296K - $322K
|
83.9K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.06K+ 9.04% |
$295K - $321K
|
48.9K
$3.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.04K+ 10.97% |
$294K - $319K
|
40.9K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.03K+ 4.99% |
$293K - $318K
|
84.7K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
4K+ 58.82% |
$291K - $316K
|
10.8K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.99K+ 7.57% |
$290K - $315K
|
56.7K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.98KNew |
$290K - $315K
|
3.98K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.98K+ 10.77% |
$289K - $314K
|
40.9K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.96KNew |
$288K - $313K
|
3.96K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3.96KNew |
$288K - $313K
|
3.96K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.94K+ 3.24% |
$287K - $312K
|
126K
$8.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.93KNew |
$286K - $311K
|
3.93K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.92KNew |
$285K - $310K
|
3.92K
$264K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.92K+ 1.26% |
$285K - $310K
|
316K
$21.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.92K+ 9.54% |
$285K - $310K
|
45K
$3.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.85K+ 5.81% |
$280K - $304K
|
70K
$4.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.84K+ 0.56% |
$279K - $303K
|
685K
$46.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.83KNew |
$279K - $303K
|
3.83K
$258K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
3.83K+ 98.36% |
$278K - $303K
|
7.73K
$521K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.83K+ 51.08% |
$278K - $302K
|
11.3K
$762K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.82K+ 9.31% |
$278K - $302K
|
44.9K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.81K+ 2.48% |
$277K - $301K
|
157K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.8K+ 69.0% |
$276K - $300K
|
9.3K
$626K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3.79K+ 25.44% |
$275K - $299K
|
18.7K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.79K+ 15.23% |
$275K - $299K
|
28.6K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.77K+ 19.87% |
$274K - $298K
|
22.7K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 27.16% |
$274K - $298K
|
17.6K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.75K+ 22.77% |
$272K - $296K
|
20.2K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$267K - $291K
|
3.68K
$248K
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$266K - $289K
|
3.66K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
3.6KNew |
$261K - $284K
|
3.6K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.55KNew |
$258K - $281K
|
3.55K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.52K+ 1.7% |
$256K - $278K
|
211K
$14.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 0.02% |
$254K - $277K
|
18.5M
$1.25B
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.47KNew |
$252K - $275K
|
3.47K
$234K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.47K+ 20.72% |
$252K - $274K
|
20.2K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.47K+ 16.25% |
$252K - $274K
|
24.8K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$252K - $274K
|
3.46K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.46K+ 10.92% |
$251K - $273K
|
35.1K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.38K+ 107.5% |
$246K - $267K
|
6.53K
$440K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.36K+ 5.66% |
$245K - $266K
|
62.8K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.35K+ 14.17% |
$243K - $265K
|
27K
$1.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.32K+ 1.93% |
$242K - $263K
|
175K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.27K+ 9.38% |
$238K - $258K
|
38.1K
$2.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.27K+ 3.04% |
$238K - $258K
|
111K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.25KNew |
$236K - $257K
|
3.25K
$219K
|