Purchases and Sales Made in Q2 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.77K+ 3.28% |
$109K - $141K
|
55.6K
$3.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.75K+ 4.51% |
$108K - $140K
|
40.6K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.74K+ 12.41% |
$108K - $139K
|
15.8K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.73K+ 9.89% |
$107K - $139K
|
19.2K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.72K+ 24.19% |
$106K - $137K
|
8.82K
$632K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.72KNew |
$106K - $137K
|
1.72K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.72K+ 2.62% |
$106K - $137K
|
67.1K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.71K+ 0.54% |
$106K - $137K
|
317K
$22.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.7K+ 8.26% |
$105K - $136K
|
22.3K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.7K+ 54.24% |
$105K - $136K
|
4.83K
$346K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 0.5% |
$105K - $136K
|
342K
$24.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.69K+ 12.87% |
$105K - $136K
|
14.9K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 2.12% |
$103K - $133K
|
80.4K
$5.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 41.59% |
$102K - $132K
|
5.62K
$402K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.65K+ 13.18% |
$102K - $132K
|
14.1K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.64K+ 25.78% |
$101K - $131K
|
8.02K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.63K+ 1.44% |
$101K - $131K
|
115K
$8.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 3.79% |
$100K - $130K
|
44.4K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.61K+ 5.9% |
$99K - $128K
|
28.8K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.6K+ 40.27% |
$98.8K - $128K
|
5.58K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.57K+ 3.31% |
$97.1K - $126K
|
49.1K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.57K+ 6.24% |
$96.7K - $125K
|
26.7K
$1.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.56K+ 1.33% |
$96.3K - $125K
|
119K
$8.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.56K+ 4.14% |
$96.3K - $125K
|
39.2K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.56K+ 26.86% |
$96.1K - $125K
|
7.35K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.55K+ 1.33% |
$95.9K - $124K
|
119K
$8.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.55% |
$95.5K - $124K
|
101K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.54K+ 24.98% |
$95.1K - $123K
|
7.71K
$552K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.51K+ 14.75% |
$93.2K - $121K
|
11.8K
$842K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 1.27% |
$92.5K - $120K
|
120K
$8.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.48K+ 1.95% |
$91.3K - $118K
|
77.2K
$5.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.47K+ 7.33% |
$90.6K - $117K
|
21.5K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.46K+ 3.9% |
$90.1K - $117K
|
38.9K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.45K+ 8.53% |
$89.5K - $116K
|
18.4K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.45K+ 1.14% |
$89.2K - $116K
|
128K
$9.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.44K+ 38.42% |
$88.9K - $115K
|
5.19K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.43K+ 0.59% |
$88.4K - $115K
|
243K
$17.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.42K+ 522.43% |
$87.7K - $114K
|
1.69K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.42K+ 37.55% |
$87.4K - $113K
|
5.19K
$371K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 1.42% |
$87.2K - $113K
|
101K
$7.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$86.9K - $113K
|
1.41K
$101K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.4K+ 0.75% |
$86.6K - $112K
|
189K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.38K+ 18.85% |
$85K - $110K
|
8.69K
$622K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.37K+ 560.66% |
$84.4K - $109K
|
1.61K
$115K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.36K+ 10.53% |
$83.8K - $109K
|
14.2K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.36KNew |
$83.8K - $109K
|
1.36K
$97.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.35K+ 69.94% |
$83.4K - $108K
|
3.29K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
1.34K+ 1.11% |
$82.9K - $107K
|
122K
$8.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.34K+ 3.24% |
$82.7K - $107K
|
42.7K
$3.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.33K+ 39.98% |
$82.2K - $107K
|
4.66K
$334K
|