Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2023. 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 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.56KNew |
$175K - $223K
|
3.56K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.55KNew |
$175K - $223K
|
3.55K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.55K+ 5.88% |
$175K - $223K
|
63.8K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.54K+ 7.35% |
$175K - $222K
|
51.7K
$3.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
3.54KNew |
$175K - $222K
|
3.54K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.54KNew |
$174K - $222K
|
3.54K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.54K+ 83.12% |
$174K - $222K
|
7.79K
$558K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
3.53K+ 1.88% |
$174K - $222K
|
191K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.53KNew |
$174K - $221K
|
3.53K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.51K+ 8.47% |
$173K - $220K
|
44.9K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.5K+ 18.76% |
$172K - $219K
|
22.1K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.49K+ 52.32% |
$172K - $219K
|
10.2K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.49K+ 4.9% |
$172K - $219K
|
74.7K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.48KNew |
$172K - $218K
|
3.48K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.46KNew |
$171K - $217K
|
3.46K
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.46K+ 1.28% |
$171K - $217K
|
273K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.45K+ 40.4% |
$170K - $217K
|
12K
$859K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.45KNew |
$170K - $216K
|
3.45K
$247K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.44K+ 29.64% |
$170K - $216K
|
15K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
3.43KNew |
$169K - $215K
|
3.43K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.43K+ 2.19% |
$169K - $215K
|
160K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.42KNew |
$169K - $215K
|
3.42K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.41KNew |
$168K - $214K
|
3.41K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
BUY
|
- |
3.41K+ 47.72% |
$168K - $214K
|
10.6K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.37KNew |
$166K - $211K
|
3.37K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.36K+ 20.32% |
$166K - $211K
|
19.9K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.36K+ 28.27% |
$166K - $211K
|
15.2K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
3.36K+ 34.71% |
$166K - $211K
|
13K
$933K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$166K - $211K
|
3.36K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
3.35K+ 8.92% |
$165K - $211K
|
40.9K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.35KNew |
$165K - $210K
|
3.35K
$240K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
3.34KNew |
$165K - $210K
|
3.34K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
3.34KNew |
$165K - $210K
|
3.34K
$239K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
3.34KNew |
$165K - $209K
|
3.34K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.32KNew |
$164K - $208K
|
3.32K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.31K+ 28.55% |
$163K - $208K
|
14.9K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.31K+ 4.15% |
$163K - $208K
|
83K
$5.95M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.3KNew |
$163K - $207K
|
3.3K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.29K+ 18.79% |
$162K - $206K
|
20.8K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.28K+ 22.69% |
$162K - $206K
|
17.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.25K+ 28.53% |
$160K - $204K
|
14.6K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
3.23K+ 3.22% |
$159K - $203K
|
104K
$7.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.2K+ 15.65% |
$158K - $201K
|
23.7K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.18K+ 73.27% |
$157K - $200K
|
7.52K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.15K+ 12.19% |
$155K - $198K
|
29K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.04K+ 25.93% |
$150K - $191K
|
14.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.02K+ 7.5% |
$149K - $190K
|
43.3K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3K+ 4.6% |
$148K - $188K
|
68.2K
$4.89M
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3K+ 9.33% |
$148K - $188K
|
35.2K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.98K+ 13.58% |
$147K - $187K
|
25K
$1.79M
|