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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
94+ 2.34% |
$6.64K - $8.19K
|
4.11K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
93+ 2.5% |
$6.57K - $8.1K
|
3.82K
$274K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
92+ 1.72% |
$6.5K - $8.02K
|
5.45K
$390K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
91New |
$6.43K - $7.93K
|
91
$6.52K
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
91+ 1.93% |
$6.43K - $7.93K
|
4.8K
$344K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.63% |
$6.43K - $7.93K
|
14.6K
$1.05M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
91+ 1.88% |
$6.43K - $7.93K
|
4.94K
$354K
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
90+ 0.79% |
$6.36K - $7.84K
|
11.4K
$817K
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
89+ 2.11% |
$6.29K - $7.76K
|
4.31K
$309K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
89+ 0.85% |
$6.29K - $7.76K
|
10.6K
$760K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
87+ 0.69% |
$6.15K - $7.58K
|
12.6K
$903K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
86+ 0.62% |
$6.08K - $7.49K
|
14K
$1M
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
85+ 1.11% |
$6K - $7.41K
|
7.73K
$554K
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
85+ 0.1% |
$6K - $7.41K
|
86.3K
$6.18M
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
85+ 2.97% |
$6K - $7.41K
|
2.95K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
85+ 1.86% |
$6K - $7.41K
|
4.66K
$333K
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
85+ 0.63% |
$6K - $7.41K
|
13.6K
$974K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85+ 1.69% |
$6K - $7.41K
|
5.12K
$367K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
84+ 0.09% |
$5.93K - $7.32K
|
89.7K
$6.42M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84+ 1.47% |
$5.93K - $7.32K
|
5.79K
$415K
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
83+ 2.16% |
$5.86K - $7.23K
|
3.93K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
81+ 0.44% |
$5.72K - $7.06K
|
18.5K
$1.33M
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
80+ 0.07% |
$5.65K - $6.97K
|
116K
$8.31M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
79New |
$5.58K - $6.88K
|
79
$5.66K
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
78+ 0.08% |
$5.51K - $6.8K
|
98.9K
$7.08M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
75+ 0.36% |
$5.3K - $6.54K
|
20.9K
$1.5M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
75+ 0.92% |
$5.3K - $6.54K
|
8.26K
$592K
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
75+ 0.27% |
$5.3K - $6.54K
|
28.2K
$2.02M
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
75+ 1.7% |
$5.3K - $6.54K
|
4.48K
$321K
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
74+ 0.49% |
$5.23K - $6.45K
|
15.3K
$1.09M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
73New |
$5.16K - $6.36K
|
73
$5.23K
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
68+ 0.61% |
$4.8K - $5.93K
|
11.2K
$801K
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
68+ 0.6% |
$4.8K - $5.93K
|
11.4K
$817K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
68+ 0.46% |
$4.8K - $5.93K
|
14.9K
$1.06M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
67New |
$4.73K - $5.84K
|
67
$4.8K
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
65+ 0.5% |
$4.59K - $5.66K
|
13K
$934K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
65+ 2.43% |
$4.59K - $5.66K
|
2.75K
$197K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
64+ 0.61% |
$4.52K - $5.58K
|
10.6K
$761K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
61+ 1.38% |
$4.31K - $5.32K
|
4.5K
$322K
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
61+ 1.44% |
$4.31K - $5.32K
|
4.28K
$307K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 0.77% |
$4.24K - $5.23K
|
7.84K
$561K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
60New |
$4.24K - $5.23K
|
60
$4.3K
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
60+ 0.13% |
$4.24K - $5.23K
|
47.4K
$3.4M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
59+ 0.39% |
$4.17K - $5.14K
|
15.3K
$1.1M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
59+ 2.19% |
$4.17K - $5.14K
|
2.76K
$197K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 1.0% |
$4.17K - $5.14K
|
5.95K
$426K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
56+ 0.02% |
$3.96K - $4.88K
|
296K
$21.2M
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
55+ 0.6% |
$3.89K - $4.79K
|
9.26K
$663K
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
55+ 0.15% |
$3.89K - $4.79K
|
36.1K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
51+ 0.31% |
$3.6K - $4.44K
|
16.5K
$1.18M
|