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 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
200+ 0.83% |
$14K - $17K
|
24.2K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
200New |
$14K - $17K
|
200
$14.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 4.14% |
$14K - $17K
|
5.03K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$14K - $17K
|
200
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 1.29% |
$14K - $17K
|
15.8K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
199+ 7.78% |
$13.9K - $16.9K
|
2.76K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
197+ 5.29% |
$13.8K - $16.7K
|
3.92K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
195+ 6.2% |
$13.6K - $16.6K
|
3.34K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
194+ 2.05% |
$13.6K - $16.5K
|
9.65K
$691K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
190+ 1.28% |
$13.3K - $16.1K
|
15K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
190+ 11.22% |
$13.3K - $16.1K
|
1.88K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
190+ 0.48% |
$13.3K - $16.1K
|
40.1K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
189+ 0.56% |
$13.2K - $16.1K
|
33.7K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
189+ 2.01% |
$13.2K - $16.1K
|
9.61K
$688K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
188+ 1.9% |
$13.1K - $16K
|
10.1K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
186+ 4.26% |
$13K - $15.8K
|
4.56K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
183+ 3.2% |
$12.8K - $15.5K
|
5.91K
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
181+ 1.36% |
$12.7K - $15.4K
|
13.4K
$963K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
180+ 4.2% |
$12.6K - $15.3K
|
4.46K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
178+ 0.93% |
$12.4K - $15.1K
|
19.2K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
177+ 2.1% |
$12.4K - $15K
|
8.6K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
177+ 0.81% |
$12.4K - $15K
|
22.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
177+ 4.42% |
$12.4K - $15K
|
4.19K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
175+ 0.77% |
$12.2K - $14.9K
|
22.9K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
174+ 6.98% |
$12.2K - $14.8K
|
2.67K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
168+ 3.12% |
$11.7K - $14.3K
|
5.56K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
168+ 1.69% |
$11.7K - $14.3K
|
10.1K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
167+ 2.83% |
$11.7K - $14.2K
|
6.07K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
166+ 1.2% |
$11.6K - $14.1K
|
14K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
165+ 8.89% |
$11.5K - $14K
|
2.02K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
163+ 0.48% |
$11.4K - $13.9K
|
34.4K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
162+ 0.22% |
$11.3K - $13.8K
|
74.8K
$5.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
161+ 1.53% |
$11.3K - $13.7K
|
10.7K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
160+ 4.24% |
$11.2K - $13.6K
|
3.94K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
155+ 1.16% |
$10.8K - $13.2K
|
13.5K
$964K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
155+ 2.04% |
$10.8K - $13.2K
|
7.77K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
155+ 0.65% |
$10.8K - $13.2K
|
23.9K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 3.72% |
$10.8K - $13.1K
|
4.29K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
154+ 2.55% |
$10.8K - $13.1K
|
6.2K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
152+ 1.08% |
$10.6K - $12.9K
|
14.3K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
150+ 4.07% |
$10.5K - $12.7K
|
3.84K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150+ 483.87% |
$10.5K - $12.7K
|
181
$13K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
150+ 2.03% |
$10.5K - $12.7K
|
7.55K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 4.26% |
$10.4K - $12.7K
|
3.65K
$261K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
147+ 0.43% |
$10.3K - $12.5K
|
34.2K
$2.45M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
145+ 1.84% |
$10.1K - $12.3K
|
8.01K
$574K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
145+ 2.8% |
$10.1K - $12.3K
|
5.33K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
144+ 2.99% |
$10.1K - $12.2K
|
4.96K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
143+ 1.74% |
$10K - $12.2K
|
8.38K
$600K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
141+ 0.94% |
$9.86K - $12K
|
15.2K
$1.09M
|