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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10- 0.16% |
$542 - $908
|
6.2K
$444K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-11- 0.36% |
$596 - $999
|
3.05K
$218K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.3% |
$650 - $1.09K
|
4.02K
$288K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-12- 0.3% |
$650 - $1.09K
|
3.95K
$283K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-13- 0.06% |
$704 - $1.18K
|
20.2K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$704 - $1.18K
|
9.98K
$715K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-14- 0.36% |
$759 - $1.27K
|
3.89K
$279K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.07% |
$813 - $1.36K
|
23K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 0.52% |
$867 - $1.45K
|
3.09K
$221K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16- 0.56% |
$867 - $1.45K
|
2.82K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-16- 0.55% |
$867 - $1.45K
|
2.88K
$207K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-18- 0.07% |
$975 - $1.63K
|
25.4K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19- 95.0% |
$1.03K - $1.73K
|
1
$71.6
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-20- 0.08% |
$1.08K - $1.82K
|
26.2K
$1.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-20- 0.12% |
$1.08K - $1.82K
|
16.6K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-20- 2.84% |
$1.08K - $1.82K
|
684
$49K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-22- 6.83% |
$1.19K - $2K
|
300
$21.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-22- 0.2% |
$1.19K - $2K
|
11.2K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23- 0.06% |
$1.25K - $2.09K
|
40.8K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.33% |
$1.3K - $2.18K
|
7.16K
$513K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-25- 0.88% |
$1.35K - $2.27K
|
2.8K
$201K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 73.53% |
$1.35K - $2.27K
|
9
$645
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-25- 0.13% |
$1.35K - $2.27K
|
19.3K
$1.38M
|
|
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-26- 0.59% |
$1.41K - $2.36K
|
4.41K
$316K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-27- 0.11% |
$1.46K - $2.45K
|
24.5K
$1.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-27- 0.16% |
$1.46K - $2.45K
|
16.9K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-30- 0.94% |
$1.63K - $2.72K
|
3.16K
$227K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-31- 0.7% |
$1.68K - $2.82K
|
4.42K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.84% |
$1.73K - $2.91K
|
3.79K
$271K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-33- 1.54% |
$1.79K - $3K
|
2.11K
$151K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-33- 0.18% |
$1.79K - $3K
|
18.6K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-33- 3.73% |
$1.79K - $3K
|
852
$61K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-34- 0.42% |
$1.84K - $3.09K
|
8.11K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-34- 0.04% |
$1.84K - $3.09K
|
94.5K
$6.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-35- 0.25% |
$1.9K - $3.18K
|
13.8K
$985K
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-35- 0.74% |
$1.9K - $3.18K
|
4.69K
$336K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-35- 15.42% |
$1.9K - $3.18K
|
192
$13.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-36- 0.81% |
$1.95K - $3.27K
|
4.42K
$317K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-36- 0.32% |
$1.95K - $3.27K
|
11.2K
$806K
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-36- 1.35% |
$1.95K - $3.27K
|
2.64K
$189K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-37- 3.91% |
$2K - $3.36K
|
909
$65.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-40- 0.64% |
$2.17K - $3.63K
|
6.23K
$446K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-40- 1.08% |
$2.17K - $3.63K
|
3.66K
$262K
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-40- 0.7% |
$2.17K - $3.63K
|
5.67K
$406K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-41- 0.93% |
$2.22K - $3.72K
|
4.36K
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-41- 0.89% |
$2.22K - $3.72K
|
4.55K
$326K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-41- 0.51% |
$2.22K - $3.72K
|
8.02K
$575K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-42- 1.13% |
$2.28K - $3.81K
|
3.67K
$262K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-42- 0.33% |
$2.28K - $3.81K
|
12.8K
$915K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-42- 0.64% |
$2.28K - $3.81K
|
6.56K
$470K
|