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 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.2K+ 96.86% |
$233K - $253K
|
6.51K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.2KNew |
$233K - $253K
|
3.2K
$216K
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.2K+ 1.66% |
$233K - $253K
|
197K
$13.2M
|
|
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.2KNew |
$233K - $253K
|
3.2K
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.16KNew |
$230K - $250K
|
3.16K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.13K+ 29.48% |
$228K - $248K
|
13.8K
$927K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.11KNew |
$226K - $246K
|
3.11K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
3.1KNew |
$225K - $245K
|
3.1K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.1KNew |
$225K - $245K
|
3.1K
$209K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3.07KNew |
$223K - $243K
|
3.07K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.07K+ 7.06% |
$223K - $243K
|
46.6K
$3.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.06KNew |
$222K - $241K
|
3.06K
$206K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.01K+ 14.11% |
$219K - $238K
|
24.3K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.01K+ 2.63% |
$219K - $238K
|
118K
$7.92M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
3K+ 29.87% |
$218K - $237K
|
13K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3KNew |
$218K - $237K
|
3K
$202K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
2.99K+ 2.93% |
$217K - $236K
|
105K
$7.06M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.99K+ 3.21% |
$217K - $236K
|
96K
$6.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.98KNew |
$217K - $236K
|
2.98K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.94K+ 15.52% |
$214K - $233K
|
21.9K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
2.91K+ 3.12% |
$212K - $230K
|
96.1K
$6.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.9KNew |
$210K - $229K
|
2.9K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.88KNew |
$209K - $228K
|
2.88K
$194K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.88K+ 9.49% |
$209K - $227K
|
33.2K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.87KNew |
$208K - $227K
|
2.87K
$193K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.87K+ 202.69% |
$208K - $227K
|
4.28K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.86K+ 2.01% |
$208K - $226K
|
145K
$9.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.84K+ 46.88% |
$207K - $225K
|
8.91K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.83K+ 4.49% |
$206K - $224K
|
66K
$4.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.82K+ 2.0% |
$205K - $223K
|
144K
$9.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.82K+ 1.57% |
$205K - $223K
|
183K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$204K - $221K
|
2.8K
$189K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.79K+ 10.28% |
$203K - $221K
|
30K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.79K+ 0.26% |
$203K - $221K
|
1.07M
$72.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.78K+ 4.31% |
$202K - $219K
|
67.2K
$4.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.77KNew |
$201K - $219K
|
2.77K
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 29.49% |
$200K - $218K
|
12.1K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.74KNew |
$199K - $217K
|
2.74K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 15.05% |
$199K - $216K
|
20.9K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.73K+ 0.96% |
$199K - $216K
|
289K
$19.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.73K+ 4.07% |
$199K - $216K
|
69.9K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.72K+ 47.92% |
$198K - $215K
|
8.4K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.72K+ 44.64% |
$197K - $215K
|
8.8K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.7KNew |
$197K - $214K
|
2.7K
$182K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2.69K+ 2.82% |
$195K - $213K
|
98.1K
$6.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.68K+ 7.19% |
$195K - $212K
|
40K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.68K+ 7.03% |
$194K - $211K
|
40.7K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62K+ 8.99% |
$190K - $207K
|
31.7K
$2.14M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.61K+ 12.9% |
$190K - $207K
|
22.9K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.58K+ 12.0% |
$187K - $204K
|
24.1K
$1.62M
|