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 |
|---|---|---|---|---|---|---|---|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50+ 0.11% |
$3.53K - $4.36K
|
47.3K
$3.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
49+ 0.4% |
$3.46K - $4.27K
|
12.2K
$877K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
49New |
$3.46K - $4.27K
|
49
$3.51K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3.32K - $4.1K
|
4.43K
$317K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 2.69% |
$3.32K - $4.1K
|
1.79K
$128K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
46+ 0.52% |
$3.25K - $4.01K
|
8.98K
$643K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
46+ 0.87% |
$3.25K - $4.01K
|
5.33K
$382K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45New |
$3.18K - $3.92K
|
45
$3.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
45+ 0.8% |
$3.18K - $3.92K
|
5.68K
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
44+ 0.72% |
$3.11K - $3.83K
|
6.12K
$438K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
42+ 0.56% |
$2.97K - $3.66K
|
7.6K
$544K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42+ 0.96% |
$2.97K - $3.66K
|
4.42K
$317K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41+ 0.35% |
$2.9K - $3.57K
|
11.8K
$845K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
41New |
$2.9K - $3.57K
|
41
$2.94K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
41+ 0.46% |
$2.9K - $3.57K
|
8.94K
$640K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
40+ 0.34% |
$2.83K - $3.49K
|
11.7K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
40+ 0.07% |
$2.83K - $3.49K
|
58.2K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 0.34% |
$2.83K - $3.49K
|
12K
$858K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
39+ 0.29% |
$2.75K - $3.4K
|
13.3K
$954K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
39+ 0.08% |
$2.75K - $3.4K
|
47.3K
$3.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.98% |
$2.68K - $3.31K
|
3.9K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 0.43% |
$2.68K - $3.31K
|
8.94K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
36+ 0.58% |
$2.54K - $3.14K
|
6.29K
$450K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
35+ 1.33% |
$2.47K - $3.05K
|
2.66K
$191K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.37% |
$2.4K - $2.96K
|
9.17K
$656K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
34+ 0.16% |
$2.4K - $2.96K
|
21.1K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
33+ 1.98% |
$2.33K - $2.88K
|
1.7K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
33+ 0.2% |
$2.33K - $2.88K
|
16.4K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 0.06% |
$2.33K - $2.88K
|
58.4K
$4.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
31+ 0.25% |
$2.19K - $2.7K
|
12.3K
$883K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 0.23% |
$2.19K - $2.7K
|
13.3K
$956K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
31+ 1.77% |
$2.19K - $2.7K
|
1.78K
$127K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31+ 0.89% |
$2.19K - $2.7K
|
3.51K
$251K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
30+ 0.34% |
$2.12K - $2.61K
|
8.92K
$639K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 0.57% |
$2.12K - $2.61K
|
5.28K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
30New |
$2.12K - $2.61K
|
30
$2.15K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29+ 3.19% |
$2.05K - $2.53K
|
938
$67.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.25% |
$2.05K - $2.53K
|
11.4K
$817K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.94% |
$1.84K - $2.27K
|
2.79K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
26+ 0.25% |
$1.84K - $2.27K
|
10.4K
$744K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
25+ 0.59% |
$1.77K - $2.18K
|
4.27K
$306K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 2.78% |
$1.77K - $2.18K
|
923
$66.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25+ 0.22% |
$1.77K - $2.18K
|
11.1K
$798K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24+ 4.53% |
$1.7K - $2.09K
|
554
$39.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
24+ 0.48% |
$1.7K - $2.09K
|
5.03K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.03% |
$1.7K - $2.09K
|
73.4K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
24+ 0.19% |
$1.7K - $2.09K
|
12.8K
$915K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.56% |
$1.7K - $2.09K
|
4.28K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
23+ 0.58% |
$1.62K - $2K
|
4K
$286K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 5.78% |
$1.62K - $2K
|
421
$30.2K
|