Purchases and Sales Made in Q3 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
300+ 3.17% |
$21K - $25.5K
|
9.77K
$700K
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
300+ 2.05% |
$21K - $25.5K
|
14.9K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
296+ 0.98% |
$20.7K - $25.2K
|
30.4K
$2.18M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
295+ 7.15% |
$20.6K - $25.1K
|
4.42K
$317K
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
293+ 1.86% |
$20.5K - $24.9K
|
16.1K
$1.15M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
290+ 4.37% |
$20.3K - $24.6K
|
6.92K
$496K
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
287+ 0.89% |
$20.1K - $24.4K
|
32.7K
$2.34M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
286+ 7.95% |
$20K - $24.3K
|
3.88K
$278K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
285+ 3.11% |
$19.9K - $24.2K
|
9.44K
$676K
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
283+ 1.7% |
$19.8K - $24K
|
17K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
280+ 0.48% |
$19.6K - $23.8K
|
58.2K
$4.17M
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
279+ 3.66% |
$19.5K - $23.7K
|
7.91K
$566K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
277+ 8.04% |
$19.4K - $23.5K
|
3.72K
$266K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
274+ 3.49% |
$19.2K - $23.3K
|
8.13K
$582K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
271+ 9.02% |
$18.9K - $23K
|
3.28K
$235K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
271+ 2.25% |
$18.9K - $23K
|
12.3K
$882K
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
269+ 2.69% |
$18.8K - $22.9K
|
10.3K
$736K
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
269+ 5.03% |
$18.8K - $22.9K
|
5.61K
$402K
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
268+ 0.83% |
$18.7K - $22.8K
|
32.4K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268+ 0.09% |
$18.7K - $22.8K
|
297K
$21.3M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
267+ 0.74% |
$18.7K - $22.7K
|
36.3K
$2.6M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
266+ 1.87% |
$18.6K - $22.6K
|
14.5K
$1.04M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
263+ 1.48% |
$18.4K - $22.3K
|
18.1K
$1.29M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
263+ 0.57% |
$18.4K - $22.3K
|
46.6K
$3.34M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
262+ 8.69% |
$18.3K - $22.3K
|
3.28K
$235K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
262+ 0.93% |
$18.3K - $22.3K
|
28.3K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
261+ 0.93% |
$18.2K - $22.2K
|
28.3K
$2.02M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
259+ 6.92% |
$18.1K - $22K
|
4K
$286K
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
250+ 1.31% |
$17.5K - $21.2K
|
19.4K
$1.39M
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
250+ 2.58% |
$17.5K - $21.2K
|
9.94K
$712K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
245+ 350.0% |
$17.1K - $20.8K
|
315
$22.6K
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
244+ 5.83% |
$17.1K - $20.7K
|
4.43K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$17K - $20.6K
|
243
$17.4K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
242+ 64.36% |
$16.9K - $20.6K
|
618
$44.3K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
241+ 0.57% |
$16.8K - $20.5K
|
42.9K
$3.07M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
236+ 15.69% |
$16.5K - $20.1K
|
1.74K
$125K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
235+ 1.36% |
$16.4K - $20K
|
17.5K
$1.26M
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
232+ 6.0% |
$16.2K - $19.7K
|
4.1K
$293K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
227New |
$15.9K - $19.3K
|
227
$16.3K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
224+ 1.43% |
$15.7K - $19K
|
15.9K
$1.14M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
224+ 0.05% |
$15.7K - $19K
|
453K
$32.5M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
220+ 1.38% |
$15.4K - $18.7K
|
16.2K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
219+ 2.39% |
$15.3K - $18.6K
|
9.39K
$672K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
218+ 3.32% |
$15.2K - $18.5K
|
6.79K
$486K
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
213+ 1.02% |
$14.9K - $18.1K
|
21.1K
$1.51M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
210+ 3.05% |
$14.7K - $17.8K
|
7.09K
$508K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
208+ 4.7% |
$14.5K - $17.7K
|
4.64K
$332K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
202+ 4.22% |
$14.1K - $17.2K
|
4.99K
$357K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
201+ 11.91% |
$14K - $17.1K
|
1.89K
$135K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 4.43% |
$14K - $17K
|
4.71K
$337K
|