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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-121- 2.08% |
$8.46K - $10.3K
|
5.69K
$407K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-124- 1.1% |
$8.67K - $10.5K
|
11.1K
$797K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-124- 0.43% |
$8.67K - $10.5K
|
28.6K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 0.75% |
$8.74K - $10.6K
|
16.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-125- 1.27% |
$8.74K - $10.6K
|
9.69K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-125- 0.41% |
$8.74K - $10.6K
|
30.2K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-127- 0.87% |
$8.88K - $10.8K
|
14.4K
$1.03M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-127- 49.8% |
$8.88K - $10.8K
|
128
$9.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-128- 0.2% |
$8.95K - $10.9K
|
62.9K
$4.51M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.17% |
$9.09K - $11K
|
2.99K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-132- 0.02% |
$9.23K - $11.2K
|
808K
$57.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-133- 1.88% |
$9.3K - $11.3K
|
6.92K
$496K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-133- 22.62% |
$9.3K - $11.3K
|
455
$32.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-135- 2.49% |
$9.44K - $11.5K
|
5.28K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-136- 4.64% |
$9.51K - $11.6K
|
2.8K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-138- 3.33% |
$9.65K - $11.7K
|
4.01K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-139- 2.44% |
$9.72K - $11.8K
|
5.56K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-140- 4.94% |
$9.79K - $11.9K
|
2.7K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-141- 3.66% |
$9.86K - $12K
|
3.72K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-142- 3.04% |
$9.93K - $12.1K
|
4.52K
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-143- 1.25% |
$10K - $12.2K
|
11.3K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-144- 1.67% |
$10.1K - $12.2K
|
8.47K
$607K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-145- 1.03% |
$10.1K - $12.3K
|
13.9K
$995K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-145- 12.89% |
$10.1K - $12.3K
|
980
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-146- 0.16% |
$10.2K - $12.4K
|
93.1K
$6.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-147- 2.14% |
$10.3K - $12.5K
|
6.72K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-148- 2.96% |
$10.3K - $12.6K
|
4.86K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-149- 19.35% |
$10.4K - $12.7K
|
621
$44.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-150- 1.29% |
$10.5K - $12.7K
|
11.5K
$823K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-150- 1.23% |
$10.5K - $12.7K
|
12.1K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 4.73% |
$10.5K - $12.7K
|
3.02K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-151- 0.92% |
$10.6K - $12.8K
|
16.3K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-152- 1.07% |
$10.6K - $12.9K
|
14K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-153- 3.47% |
$10.7K - $13K
|
4.26K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 5.17% |
$10.8K - $13.1K
|
2.83K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-155- 0.97% |
$10.8K - $13.2K
|
15.8K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-157- 0.35% |
$11K - $13.3K
|
44.7K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-158- 1.4% |
$11K - $13.4K
|
11.2K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-158- 1.04% |
$11K - $13.4K
|
15.1K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-159- 2.02% |
$11.1K - $13.5K
|
7.71K
$552K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-160- 3.22% |
$11.2K - $13.6K
|
4.81K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-160- 3.79% |
$11.2K - $13.6K
|
4.06K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-162- 54.55% |
$11.3K - $13.8K
|
135
$9.67K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-162- 2.89% |
$11.3K - $13.8K
|
5.45K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-163- 1.17% |
$11.4K - $13.9K
|
13.8K
$985K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-164- 5.35% |
$11.5K - $13.9K
|
2.9K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-164- 1.63% |
$11.5K - $13.9K
|
9.87K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-168- 75.68% |
$11.7K - $14.3K
|
54
$3.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-168- 0.15% |
$11.7K - $14.3K
|
114K
$8.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-168- 0.43% |
$11.7K - $14.3K
|
39.3K
$2.81M
|