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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 0.33% |
$1.55K - $1.92K
|
6.65K
$476K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22+ 0.5% |
$1.55K - $1.92K
|
4.44K
$318K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22+ 0.6% |
$1.55K - $1.92K
|
3.68K
$263K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
22+ 0.41% |
$1.55K - $1.92K
|
5.43K
$389K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
22+ 0.78% |
$1.55K - $1.92K
|
2.84K
$203K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
21+ 0.25% |
$1.48K - $1.83K
|
8.53K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
20+ 0.11% |
$1.41K - $1.74K
|
18.6K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20+ 0.45% |
$1.41K - $1.74K
|
4.48K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
20+ 0.6% |
$1.41K - $1.74K
|
3.34K
$239K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20New |
$1.41K - $1.74K
|
20
$1.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
19+ 0.08% |
$1.34K - $1.66K
|
25.2K
$1.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$1.34K - $1.66K
|
8.86K
$634K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
18+ 0.24% |
$1.27K - $1.57K
|
7.49K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.3% |
$1.27K - $1.57K
|
6.02K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
17+ 0.22% |
$1.2K - $1.48K
|
7.73K
$554K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
17New |
$1.2K - $1.48K
|
17
$1.22K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17+ 0.5% |
$1.2K - $1.48K
|
3.44K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 11.19% |
$1.13K - $1.39K
|
159
$11.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16+ 0.46% |
$1.13K - $1.39K
|
3.51K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
16+ 0.51% |
$1.13K - $1.39K
|
3.14K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16+ 0.46% |
$1.13K - $1.39K
|
3.48K
$249K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
14+ 0.45% |
$989 - $1.22K
|
3.14K
$225K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14+ 0.52% |
$989 - $1.22K
|
2.69K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 0.21% |
$989 - $1.22K
|
6.57K
$470K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.07% |
$989 - $1.22K
|
18.7K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13+ 0.25% |
$918 - $1.13K
|
5.24K
$375K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
13+ 0.04% |
$918 - $1.13K
|
33.5K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.39% |
$918 - $1.13K
|
3.34K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.31% |
$848 - $1.05K
|
3.86K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
12+ 38.71% |
$848 - $1.05K
|
43
$3.08K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.08% |
$848 - $1.05K
|
14.9K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.28% |
$706 - $872
|
3.58K
$256K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
9+ 0.47% |
$636 - $784
|
1.94K
$139K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9+ 0.17% |
$636 - $784
|
5.26K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$636 - $784
|
5.28K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 0.47% |
$636 - $784
|
1.93K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
9+ 0.33% |
$636 - $784
|
2.77K
$198K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8+ 0.09% |
$565 - $697
|
9.28K
$664K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
8+ 0.2% |
$565 - $697
|
3.96K
$283K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$565 - $697
|
8
$573
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8+ 0.26% |
$565 - $697
|
3.09K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
8+ 0.26% |
$565 - $697
|
3.04K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.26% |
$565 - $697
|
3.04K
$218K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7New |
$494 - $610
|
7
$501
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
6+ 0.06% |
$424 - $523
|
10.1K
$726K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
6+ 0.06% |
$424 - $523
|
9.46K
$678K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.1% |
$424 - $523
|
6.18K
$443K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.14% |
$353 - $436
|
3.7K
$265K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5New |
$353 - $436
|
5
$358
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 0.1% |
$353 - $436
|
4.8K
$344K
|