Purchases and Sales Made in Q3 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.2% |
$1.14K - $1.91K
|
10.5K
$754K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20New |
$1.08K - $1.82K
|
20
$1.43K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
20+ 12.99% |
$1.08K - $1.82K
|
174
$12.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
20+ 0.41% |
$1.08K - $1.82K
|
4.91K
$351K
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
20+ 0.77% |
$1.08K - $1.82K
|
2.62K
$188K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
20+ 0.2% |
$1.08K - $1.82K
|
10.1K
$720K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.58% |
$1.08K - $1.82K
|
3.48K
$249K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
19+ 0.07% |
$1.03K - $1.73K
|
25.5K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
19New |
$1.03K - $1.73K
|
19
$1.36K
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19+ 0.55% |
$1.03K - $1.73K
|
3.45K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
18+ 0.29% |
$975 - $1.63K
|
6.13K
$439K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
17+ 0.58% |
$921 - $1.54K
|
2.97K
$213K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.39% |
$921 - $1.54K
|
4.38K
$314K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.47% |
$921 - $1.54K
|
3.63K
$260K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
17+ 0.38% |
$921 - $1.54K
|
4.54K
$325K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
16+ 0.47% |
$867 - $1.45K
|
3.42K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
15+ 0.19% |
$813 - $1.36K
|
8.06K
$577K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.57% |
$813 - $1.36K
|
2.63K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 0.47% |
$813 - $1.36K
|
3.2K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
15+ 0.48% |
$813 - $1.36K
|
3.12K
$224K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.53% |
$759 - $1.27K
|
2.65K
$190K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 0.21% |
$759 - $1.27K
|
6.55K
$469K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
14+ 0.49% |
$759 - $1.27K
|
2.85K
$204K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 0.24% |
$704 - $1.18K
|
5.36K
$384K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 2.95% |
$704 - $1.18K
|
453
$32.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
12+ 0.22% |
$650 - $1.09K
|
5.51K
$394K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.45% |
$650 - $1.09K
|
2.67K
$191K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12+ 0.3% |
$650 - $1.09K
|
4.01K
$287K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11New |
$596 - $999
|
11
$788
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 0.13% |
$542 - $908
|
7.61K
$545K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
10+ 47.62% |
$542 - $908
|
31
$2.22K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.22% |
$542 - $908
|
4.48K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 0.2% |
$488 - $817
|
4.43K
$318K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.27% |
$488 - $817
|
3.32K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
9+ 0.47% |
$488 - $817
|
1.93K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9+ 0.17% |
$488 - $817
|
5.26K
$376K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 5.23% |
$488 - $817
|
181
$13K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
8New |
$433 - $726
|
8
$573
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 0.42% |
$433 - $726
|
1.92K
$138K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8+ 0.12% |
$433 - $726
|
6.49K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 1.3% |
$433 - $726
|
624
$44.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 0.09% |
$379 - $636
|
7.72K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
7New |
$379 - $636
|
7
$501
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$379 - $636
|
7
$501
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6+ 0.06% |
$325 - $545
|
10.1K
$725K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6+ 0.11% |
$325 - $545
|
5.27K
$377K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.97% |
$325 - $545
|
623
$44.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6+ 0.14% |
$325 - $545
|
4.24K
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6+ 0.18% |
$325 - $545
|
3.32K
$238K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.1% |
$325 - $545
|
6.18K
$442K
|