Purchases and Sales Made in Q4 2021 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2021. 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 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.37KNew |
$262K - $315K
|
3.37K
$241K
|
|
|
Feb 07, 2022
Q4 2021
|
Quaero Capital S.A.
|
BUY
|
- |
3.36K+ 3.98% |
$262K - $314K
|
87.8K
$6.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
3.35K+ 16.36% |
$261K - $313K
|
23.8K
$1.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3.31K+ 12.22% |
$257K - $309K
|
30.4K
$2.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.31KNew |
$257K - $309K
|
3.31K
$237K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.3K+ 29.59% |
$257K - $308K
|
14.5K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.3K+ 2.89% |
$257K - $308K
|
117K
$8.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.27K+ 25.65% |
$254K - $305K
|
16K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.27K+ 61.42% |
$254K - $305K
|
8.58K
$615K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.26K+ 5.03% |
$254K - $305K
|
68.1K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.2K+ 0.15% |
$249K - $299K
|
2.21M
$158M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.2K+ 4.85% |
$249K - $299K
|
69.2K
$4.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.2KNew |
$249K - $298K
|
3.2K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.2K+ 0.75% |
$249K - $298K
|
428K
$30.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.18KNew |
$248K - $297K
|
3.18K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.18K+ 31.87% |
$247K - $297K
|
13.2K
$942K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.17KNew |
$246K - $296K
|
3.17K
$227K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.12KNew |
$243K - $291K
|
3.12K
$223K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.1KNew |
$242K - $290K
|
3.1K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.09KNew |
$241K - $289K
|
3.09K
$221K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.08KNew |
$240K - $288K
|
3.08K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.06KNew |
$238K - $286K
|
3.06K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$238K - $285K
|
3.06K
$219K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
3.04K+ 7.5% |
$237K - $284K
|
43.6K
$3.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
3.04K+ 5.57% |
$237K - $284K
|
57.6K
$4.13M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 0.59% |
$235K - $282K
|
517K
$37M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.01K+ 1.22% |
$234K - $281K
|
250K
$17.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
3KNew |
$233K - $280K
|
3K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.97KNew |
$231K - $277K
|
2.97K
$213K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.96K+ 5.57% |
$231K - $277K
|
56.1K
$4.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.93K+ 106.27% |
$228K - $274K
|
5.69K
$408K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.93KNew |
$228K - $274K
|
2.93K
$210K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.9KNew |
$226K - $271K
|
2.9K
$208K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$225K - $270K
|
2.9K
$207K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.89K+ 10.97% |
$225K - $270K
|
29.2K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
2.88K+ 3.66% |
$224K - $269K
|
81.6K
$5.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
2.87KNew |
$223K - $268K
|
2.87K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 1.44% |
$223K - $267K
|
202K
$14.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.85K+ 5.47% |
$222K - $266K
|
54.9K
$3.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.84K+ 8.06% |
$221K - $265K
|
38.1K
$2.73M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.83KNew |
$220K - $264K
|
2.83K
$203K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
2.81K+ 77.8% |
$218K - $262K
|
6.42K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.8KNew |
$218K - $261K
|
2.8K
$201K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.8KNew |
$218K - $261K
|
2.8K
$200K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.79KNew |
$217K - $260K
|
2.79K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.78KNew |
$216K - $259K
|
2.78K
$199K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
2.77KNew |
$216K - $259K
|
2.77K
$199K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.76K+ 8.02% |
$215K - $258K
|
37.2K
$2.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.76K+ 73.41% |
$214K - $257K
|
6.51K
$466K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$213K - $256K
|
2.74K
$196K
|