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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.85K+ 10.74% |
$135K - $146K
|
19.1K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.82K+ 9.04% |
$133K - $144K
|
22K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.81K+ 0.39% |
$132K - $143K
|
463K
$31.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.81K+ 0.92% |
$131K - $143K
|
198K
$13.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.8K+ 7.68% |
$131K - $142K
|
25.2K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.79K+ 11.3% |
$130K - $142K
|
17.6K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.78K+ 3.82% |
$130K - $141K
|
48.5K
$3.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
1.78K+ 13.09% |
$129K - $140K
|
15.3K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.77K+ 2.67% |
$129K - $140K
|
68.1K
$4.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 1.27% |
$127K - $138K
|
139K
$9.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.75K+ 9.05% |
$127K - $138K
|
21.1K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 3.2% |
$125K - $136K
|
55.5K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.72K+ 19.63% |
$125K - $136K
|
10.5K
$704K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.71K+ 4.5% |
$124K - $135K
|
39.6K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.7KNew |
$124K - $134K
|
1.7K
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
1.69K+ 10.13% |
$123K - $134K
|
18.4K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.69K+ 406.99% |
$123K - $133K
|
2.1K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
1.68K+ 33.93% |
$122K - $132K
|
6.61K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.67K+ 27.04% |
$121K - $132K
|
7.85K
$529K
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.67K+ 1.96% |
$121K - $132K
|
86.7K
$5.84M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
1.66K+ 1.98% |
$121K - $131K
|
85.4K
$5.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.65K+ 15.99% |
$120K - $131K
|
12K
$808K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$119K - $130K
|
1.64K
$111K
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.63KNew |
$118K - $129K
|
1.63K
$110K
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
1.62K+ 2.4% |
$118K - $128K
|
69K
$4.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.62KNew |
$118K - $128K
|
1.62K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.61K+ 16.35% |
$117K - $127K
|
11.5K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$116K - $126K
|
1.59K
$107K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 2.16% |
$115K - $125K
|
74.9K
$5.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.58K+ 8.76% |
$115K - $125K
|
19.6K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.57K+ 50.11% |
$114K - $124K
|
4.7K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.55K+ 12.96% |
$112K - $122K
|
13.5K
$907K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.54K+ 4.44% |
$112K - $122K
|
36.3K
$2.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.54K+ 20.22% |
$112K - $122K
|
9.15K
$616K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.54K+ 15.25% |
$112K - $121K
|
11.6K
$782K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.52K+ 11.35% |
$110K - $120K
|
14.9K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.51K+ 1.0% |
$110K - $119K
|
152K
$10.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.5K+ 4.1% |
$109K - $119K
|
38.1K
$2.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.5K+ 20.23% |
$109K - $119K
|
8.91K
$601K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.5K+ 27.36% |
$109K - $118K
|
6.96K
$469K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.49K+ 42.01% |
$108K - $118K
|
5.03K
$339K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$108K - $117K
|
115K
$7.73M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$108K - $117K
|
115K
$7.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48K+ 0.94% |
$108K - $117K
|
160K
$10.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.45K+ 16.55% |
$106K - $115K
|
10.2K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.45K+ 4.93% |
$105K - $115K
|
30.9K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
1.45K+ 0.41% |
$105K - $115K
|
355K
$23.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.45K+ 18.79% |
$105K - $114K
|
9.16K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.44K+ 8.56% |
$105K - $114K
|
18.3K
$1.23M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.44K+ 13.21% |
$104K - $114K
|
12.3K
$829K
|