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 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-262- 2.58% |
$16.2K - $21K
|
9.88K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-269- 34.89% |
$16.6K - $21.5K
|
502
$36K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 5.14% |
$16.7K - $21.6K
|
4.99K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-270- 2.09% |
$16.7K - $21.6K
|
12.6K
$905K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-273- 5.73% |
$16.8K - $21.8K
|
4.49K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-273- 3.4% |
$16.8K - $21.8K
|
7.76K
$555K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-275- 2.39% |
$17K - $22K
|
11.2K
$804K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-275- 5.21% |
$17K - $22K
|
5.01K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-280- 5.53% |
$17.3K - $22.4K
|
4.79K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-280- 1.59% |
$17.3K - $22.4K
|
17.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-283- 1.23% |
$17.5K - $22.6K
|
22.7K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-285- 0.45% |
$17.6K - $22.8K
|
63.1K
$4.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-289- 6.91% |
$17.8K - $23.1K
|
3.89K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-291- 0.79% |
$18K - $23.3K
|
36.3K
$2.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-296- 3.36% |
$18.3K - $23.7K
|
8.51K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-297- 0.19% |
$18.3K - $23.8K
|
155K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 7.69% |
$18.4K - $23.8K
|
3.58K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-299- 1.76% |
$18.4K - $23.9K
|
16.7K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-300- 1.42% |
$18.5K - $24K
|
20.8K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 1.74% |
$18.5K - $24K
|
16.9K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-300- 7.7% |
$18.5K - $24K
|
3.6K
$258K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-301- 2.29% |
$18.6K - $24.1K
|
12.8K
$920K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-303- 2.39% |
$18.7K - $24.2K
|
12.4K
$886K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-304- 3.05% |
$18.8K - $24.3K
|
9.66K
$692K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-306- 3.9% |
$18.9K - $24.5K
|
7.53K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-307- 9.24% |
$18.9K - $24.6K
|
3.01K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-315- 5.21% |
$19.4K - $25.2K
|
5.73K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-315- 9.49% |
$19.4K - $25.2K
|
3.01K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-319- 7.26% |
$19.7K - $25.5K
|
4.08K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-320- 0.9% |
$19.7K - $25.6K
|
35.2K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-323- 80.75% |
$19.9K - $25.8K
|
77
$5.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-327- 4.67% |
$20.2K - $26.2K
|
6.67K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-327- 2.66% |
$20.2K - $26.2K
|
11.9K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-328- 0.92% |
$20.2K - $26.2K
|
35.1K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-330- 4.09% |
$20.4K - $26.4K
|
7.74K
$555K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-330- 7.49% |
$20.4K - $26.4K
|
4.07K
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-334- 0.3% |
$20.6K - $26.7K
|
111K
$7.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-334- 0.09% |
$20.6K - $26.7K
|
382K
$27.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-336- 0.66% |
$20.7K - $26.9K
|
50.8K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-339- 2.66% |
$20.9K - $27.1K
|
12.4K
$889K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-340- 7.65% |
$21K - $27.2K
|
4.11K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-342- 3.28% |
$21.1K - $27.4K
|
10.1K
$722K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-345- 2.38% |
$21.3K - $27.6K
|
14.2K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-356- 0.85% |
$22K - $28.5K
|
41.7K
$2.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-358- 8.2% |
$22.1K - $28.6K
|
4.01K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-359- 8.04% |
$22.2K - $28.7K
|
4.11K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-360- 4.04% |
$22.2K - $28.8K
|
8.56K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-360- 2.84% |
$22.2K - $28.8K
|
12.3K
$883K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-361- 0.63% |
$22.3K - $28.9K
|
56.9K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-363- 2.5% |
$22.4K - $29K
|
14.2K
$1.01M
|