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 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 59.68% |
$106K - $135K
|
5.76K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.15K+ 46.97% |
$106K - $135K
|
6.72K
$481K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.14K+ 10.02% |
$105K - $134K
|
23.5K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.11K+ 15.46% |
$104K - $133K
|
15.8K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.11K+ 3.13% |
$104K - $132K
|
69.5K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.11KNew |
$104K - $132K
|
2.11K
$151K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.1K+ 0.2% |
$104K - $132K
|
1.03M
$73.7M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.1K+ 3.58% |
$104K - $132K
|
60.8K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.09K+ 16.72% |
$103K - $131K
|
14.6K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.08K+ 40.43% |
$103K - $131K
|
7.23K
$517K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.07K+ 32.77% |
$102K - $130K
|
8.4K
$602K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.03KNew |
$100K - $128K
|
2.03K
$145K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.01K+ 43.89% |
$98.9K - $126K
|
6.58K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2K+ 7.6% |
$98.4K - $125K
|
28.3K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.99K+ 1.7% |
$98K - $125K
|
119K
$8.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.98K+ 97.88% |
$97.7K - $124K
|
4.01K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 2.47% |
$97.4K - $124K
|
82K
$5.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.96K+ 4.27% |
$96.8K - $123K
|
48K
$3.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.96K+ 34.11% |
$96.6K - $123K
|
7.7K
$552K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.94K+ 4.1% |
$95.7K - $122K
|
49.3K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.94K+ 1.62% |
$95.7K - $122K
|
122K
$8.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.91K+ 0.51% |
$94.1K - $120K
|
374K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.9K+ 12.78% |
$93.8K - $119K
|
16.8K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.9K+ 4.88% |
$93.7K - $119K
|
40.9K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.9K+ 10.41% |
$93.7K - $119K
|
20.2K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.9K+ 0.54% |
$93.7K - $119K
|
351K
$25.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.9K+ 13.41% |
$93.6K - $119K
|
16.1K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.9K+ 13.4% |
$93.6K - $119K
|
16.1K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.9KNew |
$93.5K - $119K
|
1.9K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.88K+ 1.59% |
$92.9K - $118K
|
120K
$8.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.86K+ 0.41% |
$91.8K - $117K
|
454K
$32.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 18.67% |
$91.6K - $117K
|
11.8K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
1.85K+ 1.3% |
$91.1K - $116K
|
144K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.84K+ 188.55% |
$90.9K - $116K
|
2.82K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.83K+ 2.26% |
$90.3K - $115K
|
82.9K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 9.04% |
$90K - $115K
|
22K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.81K+ 6.51% |
$89.1K - $113K
|
29.6K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 9.7% |
$86.3K - $110K
|
19.8K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
1.73K+ 5.28% |
$85.5K - $109K
|
34.6K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.72KNew |
$84.7K - $108K
|
1.72K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.71K+ 3.25% |
$84.2K - $107K
|
54.3K
$3.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.71K+ 11.13% |
$84.1K - $107K
|
17K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.7KNew |
$83.8K - $107K
|
1.7K
$122K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 2.92% |
$83.2K - $106K
|
59.4K
$4.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.69K+ 37.12% |
$83.2K - $106K
|
6.23K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.68K+ 11.61% |
$83K - $106K
|
16.2K
$1.16M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.68KNew |
$82.9K - $105K
|
1.68K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.68K+ 1.08% |
$82.8K - $105K
|
158K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.67K+ 8.17% |
$82.4K - $105K
|
22.1K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.67K+ 1.31% |
$82.1K - $105K
|
129K
$9.23M
|