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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
787+ 9.12% |
$48.6K - $63K
|
9.42K
$675K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
786+ 6.57% |
$48.5K - $62.9K
|
12.8K
$914K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
782+ 6.3% |
$48.2K - $62.6K
|
13.2K
$945K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
782+ 1.78% |
$48.2K - $62.6K
|
44.7K
$3.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
775+ 1.17% |
$47.8K - $62K
|
67.1K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
768+ 6.58% |
$47.4K - $61.5K
|
12.4K
$891K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
765+ 0.34% |
$47.2K - $61.2K
|
223K
$16M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
763+ 10.04% |
$47.1K - $61.1K
|
8.36K
$599K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
761New |
$47K - $60.9K
|
761
$54.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
760+ 8.55% |
$46.9K - $60.8K
|
9.65K
$691K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
758+ 14.84% |
$46.8K - $60.7K
|
5.87K
$420K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
757+ 2.44% |
$46.7K - $60.6K
|
31.7K
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
755+ 0.99% |
$46.6K - $60.4K
|
77K
$5.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
750+ 1.09% |
$46.3K - $60K
|
69.6K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
747+ 40.42% |
$46.1K - $59.8K
|
2.6K
$186K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
747+ 0.67% |
$46.1K - $59.8K
|
113K
$8.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
744+ 1.68% |
$45.9K - $59.5K
|
45K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
737+ 3.11% |
$45.5K - $59K
|
24.4K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
737+ 10.95% |
$45.5K - $59K
|
7.47K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
737+ 1.85% |
$45.5K - $59K
|
40.6K
$2.91M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
730+ 6.77% |
$45K - $58.4K
|
11.5K
$825K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
722+ 21.45% |
$44.5K - $57.8K
|
4.09K
$293K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
722+ 1.96% |
$44.5K - $57.8K
|
37.6K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
713+ 3.1% |
$44K - $57.1K
|
23.7K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
711+ 5.96% |
$43.9K - $56.9K
|
12.6K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
709+ 3.08% |
$43.7K - $56.7K
|
23.7K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
702New |
$43.3K - $56.2K
|
702
$50.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
702New |
$43.3K - $56.2K
|
702
$50.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
700+ 2.04% |
$43.2K - $56K
|
35K
$2.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
699+ 0.85% |
$43.1K - $55.9K
|
83.2K
$5.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
693+ 0.37% |
$42.8K - $55.5K
|
187K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
684+ 21.56% |
$42.2K - $54.7K
|
3.86K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
678+ 42.45% |
$41.8K - $54.3K
|
2.28K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
677+ 9.44% |
$41.8K - $54.2K
|
7.85K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
672+ 4.56% |
$41.5K - $53.8K
|
15.4K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
671+ 5.32% |
$41.4K - $53.7K
|
13.3K
$951K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
666+ 262.2% |
$41.1K - $53.3K
|
920
$65.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
659+ 12.98% |
$40.7K - $52.7K
|
5.74K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
653+ 28.64% |
$40.3K - $52.3K
|
2.93K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
653+ 4.35% |
$40.3K - $52.3K
|
15.7K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
653+ 3.63% |
$40.3K - $52.3K
|
18.6K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
649+ 8.7% |
$40K - $51.9K
|
8.11K
$580K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
646+ 5.91% |
$39.9K - $51.7K
|
11.6K
$829K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
640+ 143.82% |
$39.5K - $51.2K
|
1.09K
$77.7K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
637+ 6.34% |
$39.3K - $51K
|
10.7K
$765K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
633+ 5.67% |
$39.1K - $50.7K
|
11.8K
$845K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
632+ 6.41% |
$39K - $50.6K
|
10.5K
$751K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
629+ 2.51% |
$38.8K - $50.3K
|
25.7K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
625+ 2.93% |
$38.6K - $50K
|
22K
$1.57M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
625+ 9.64% |
$38.6K - $50K
|
7.11K
$509K
|