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 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7K+ 88.83% |
$494K - $610K
|
14.9K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.97K+ 4.82% |
$492K - $607K
|
152K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.93KNew |
$490K - $604K
|
6.93K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.93K+ 4.31% |
$489K - $604K
|
168K
$11.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.83K+ 5.09% |
$482K - $595K
|
141K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.81K+ 0.08% |
$481K - $593K
|
8.42M
$591M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.78KNew |
$479K - $591K
|
6.78K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
6.74K+ 4.85% |
$476K - $588K
|
146K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
6.74K+ 4.94% |
$476K - $587K
|
143K
$10M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.68K+ 32.98% |
$472K - $583K
|
27K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.63K+ 18.96% |
$468K - $578K
|
41.6K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
6.53K+ 24.13% |
$461K - $569K
|
33.6K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.5K+ 16.6% |
$459K - $566K
|
45.7K
$3.2M
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
6.5K+ 6.46% |
$459K - $566K
|
107K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.46K+ 15.84% |
$456K - $563K
|
47.2K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
6.45KNew |
$455K - $562K
|
6.45K
$452K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.41K+ 1.41% |
$453K - $558K
|
461K
$32.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
6.41KNew |
$453K - $558K
|
6.41K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
6.4KNew |
$452K - $558K
|
6.4K
$449K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.4K+ 0.72% |
$452K - $557K
|
898K
$63M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.4K+ 0.72% |
$452K - $557K
|
898K
$63M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
6.3K+ 3.23% |
$445K - $549K
|
201K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 4.61% |
$443K - $546K
|
142K
$9.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.26K+ 17.99% |
$442K - $546K
|
41.1K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.26KNew |
$442K - $545K
|
6.26K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.24KNew |
$441K - $544K
|
6.24K
$438K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.14K+ 1.2% |
$434K - $535K
|
519K
$36.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.12K+ 4.43% |
$432K - $534K
|
144K
$10.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.12KNew |
$432K - $533K
|
6.12K
$429K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$430K - $530K
|
6.08K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.01KNew |
$424K - $524K
|
6.01K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6KNew |
$424K - $523K
|
6K
$421K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
5.9KNew |
$417K - $514K
|
5.9K
$414K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5.89K+ 145.29% |
$416K - $513K
|
9.94K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
5.86K+ 9.49% |
$414K - $511K
|
67.6K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.77K+ 10.17% |
$407K - $503K
|
62.5K
$4.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
5.68KNew |
$401K - $495K
|
5.68K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.66K+ 101.78% |
$400K - $493K
|
11.2K
$787K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
5.65K+ 35.61% |
$399K - $492K
|
21.5K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.65K+ 2.07% |
$399K - $492K
|
278K
$19.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.63K+ 3.62% |
$397K - $490K
|
161K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.62K+ 5.61% |
$397K - $490K
|
106K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.6KNew |
$396K - $488K
|
5.6K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.58K+ 2.36% |
$394K - $486K
|
242K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.54KNew |
$391K - $483K
|
5.54K
$389K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.51K+ 16.55% |
$389K - $480K
|
38.8K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.48KNew |
$387K - $477K
|
5.48K
$384K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.46K+ 6.24% |
$386K - $476K
|
93K
$6.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.44K+ 59.98% |
$384K - $474K
|
14.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$384K - $474K
|
5.44K
$382K
|