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 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-170- 1.46% |
$10.5K - $13.6K
|
11.5K
$820K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-170- 2.07% |
$10.5K - $13.6K
|
8.05K
$576K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-173- 1.89% |
$10.7K - $13.8K
|
8.97K
$643K
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-176- 0.84% |
$10.9K - $14.1K
|
20.7K
$1.48M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-178- 13.82% |
$11K - $14.2K
|
1.11K
$79.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-183- 0.59% |
$11.3K - $14.6K
|
31K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-187- 3.96% |
$11.5K - $15K
|
4.53K
$325K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-187- 1.91% |
$11.5K - $15K
|
9.62K
$689K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-190- 2.62% |
$11.7K - $15.2K
|
7.05K
$505K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-190- 1.67% |
$11.7K - $15.2K
|
11.2K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-190- 2.28% |
$11.7K - $15.2K
|
8.15K
$584K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-192- 3.77% |
$11.8K - $15.4K
|
4.9K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-194- 3.89% |
$12K - $15.5K
|
4.79K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-196- 0.5% |
$12.1K - $15.7K
|
39.1K
$2.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-198- 2.33% |
$12.2K - $15.8K
|
8.31K
$595K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-198- 2.97% |
$12.2K - $15.8K
|
6.47K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-200- 1.53% |
$12.3K - $16K
|
12.9K
$923K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 17.01% |
$12.3K - $16K
|
976
$69.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-200- 5.03% |
$12.3K - $16K
|
3.78K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 12.5% |
$12.3K - $16K
|
1.4K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-200- 5.97% |
$12.3K - $16K
|
3.15K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-200- 1.97% |
$12.3K - $16K
|
9.96K
$713K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-201- 1.81% |
$12.4K - $16.1K
|
10.9K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-203- 0.42% |
$12.5K - $16.2K
|
48.3K
$3.46M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-205- 42.71% |
$12.6K - $16.4K
|
275
$19.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-206- 0.5% |
$12.7K - $16.5K
|
41K
$2.94M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-208- 2.14% |
$12.8K - $16.6K
|
9.53K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-209- 1.35% |
$12.9K - $16.7K
|
15.3K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-213- 1.7% |
$13.1K - $17K
|
12.3K
$881K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-215- 0.99% |
$13.3K - $17.2K
|
21.5K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-215- 6.79% |
$13.3K - $17.2K
|
2.95K
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-216- 2.02% |
$13.3K - $17.3K
|
10.5K
$750K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-217- 1.0% |
$13.4K - $17.4K
|
21.5K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-220- 1.55% |
$13.6K - $17.6K
|
14K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-224- 0.15% |
$13.8K - $17.9K
|
150K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-225- 2.61% |
$13.9K - $18K
|
8.41K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-227- 6.14% |
$14K - $18.2K
|
3.47K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-237- 10.4% |
$14.6K - $19K
|
2.04K
$146K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-240- 2.43% |
$14.8K - $19.2K
|
9.63K
$689K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-240- 2.04% |
$14.8K - $19.2K
|
11.5K
$826K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-245- 2.15% |
$15.1K - $19.6K
|
11.1K
$798K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 8.42% |
$15.4K - $20K
|
2.72K
$195K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 1.1% |
$15.4K - $20K
|
22.5K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-250- 1.5% |
$15.4K - $20K
|
16.4K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-253- 6.61% |
$15.6K - $20.2K
|
3.58K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-257- 7.66% |
$15.9K - $20.6K
|
3.1K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-259- 8.6% |
$16K - $20.7K
|
2.75K
$197K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-260- 1.56% |
$16K - $20.8K
|
16.4K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-260- 1.13% |
$16K - $20.8K
|
22.7K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-261- 41.43% |
$16.1K - $20.9K
|
369
$26.4K
|