Purchases and Sales Made in Q4 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
422+ 2.73% |
$29.8K - $36.8K
|
15.9K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
420+ 16.16% |
$29.7K - $36.6K
|
3.02K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
419+ 1.56% |
$29.6K - $36.5K
|
27.3K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
415+ 1.86% |
$29.3K - $36.2K
|
22.7K
$1.63M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
410+ 8.17% |
$29K - $35.7K
|
5.43K
$389K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
410+ 4.12% |
$29K - $35.7K
|
10.4K
$742K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
410+ 5.11% |
$29K - $35.7K
|
8.43K
$604K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
409+ 3.34% |
$28.9K - $35.6K
|
12.6K
$906K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
409+ 6.55% |
$28.9K - $35.6K
|
6.65K
$476K
|
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
405+ 0.77% |
$28.6K - $35.3K
|
52.7K
$3.77M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
400+ 24.94% |
$28.3K - $34.9K
|
2K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
400+ 12.12% |
$28.3K - $34.9K
|
3.7K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400+ 9.26% |
$28.3K - $34.9K
|
4.72K
$338K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
400+ 12.12% |
$28.3K - $34.9K
|
3.7K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
396+ 1.78% |
$28K - $34.5K
|
22.6K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
391+ 1.29% |
$27.6K - $34.1K
|
30.7K
$2.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
390+ 4.33% |
$27.5K - $34K
|
9.4K
$673K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
383+ 1.65% |
$27.1K - $33.4K
|
23.6K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
383+ 2.12% |
$27.1K - $33.4K
|
18.4K
$1.32M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
383+ 1532.0% |
$27.1K - $33.4K
|
408
$29.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
382+ 5.33% |
$27K - $33.3K
|
7.54K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
380+ 1.57% |
$26.8K - $33.1K
|
24.6K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
377+ 0.51% |
$26.6K - $32.9K
|
74.7K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
374+ 0.36% |
$26.4K - $32.6K
|
103K
$7.39M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
374+ 2.28% |
$26.4K - $32.6K
|
16.8K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
372+ 1.83% |
$26.3K - $32.4K
|
20.8K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
369+ 1.81% |
$26.1K - $32.2K
|
20.8K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
368+ 0.55% |
$26K - $32.1K
|
67.7K
$4.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
368+ 11.43% |
$26K - $32.1K
|
3.59K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
367+ 8.43% |
$25.9K - $32K
|
4.72K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
367+ 7.46% |
$25.9K - $32K
|
5.28K
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
366+ 1.28% |
$25.9K - $31.9K
|
29K
$2.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
365New |
$25.8K - $31.8K
|
365
$26.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
358+ 6.29% |
$25.3K - $31.2K
|
6.05K
$433K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
355+ 0.46% |
$25.1K - $30.9K
|
77.7K
$5.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
354+ 8.5% |
$25K - $30.9K
|
4.52K
$324K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
352+ 6.3% |
$24.9K - $30.7K
|
5.94K
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
352+ 3.32% |
$24.9K - $30.7K
|
11K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
350+ 3.27% |
$24.7K - $30.5K
|
11.1K
$793K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
349+ 3.34% |
$24.7K - $30.4K
|
10.8K
$772K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
348+ 0.52% |
$24.6K - $30.3K
|
67K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
347+ 1.58% |
$24.5K - $30.2K
|
22.3K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
339+ 2.17% |
$23.9K - $29.5K
|
16K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
336+ 11.94% |
$23.7K - $29.3K
|
3.15K
$226K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
336+ 1768.42% |
$23.7K - $29.3K
|
355
$25.4K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
331+ 36.78% |
$23.4K - $28.8K
|
1.23K
$88.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
326+ 1.58% |
$23K - $28.4K
|
20.9K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
325+ 0.15% |
$23K - $28.3K
|
220K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
325+ 1.33% |
$23K - $28.3K
|
24.8K
$1.77M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
323+ 0.95% |
$22.8K - $28.1K
|
34.4K
$2.46M
|