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 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.2K+ 9.15% |
$59K - $75.1K
|
14.3K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19K+ 8.68% |
$58.5K - $74.5K
|
14.9K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.18K+ 13.98% |
$58.3K - $74.3K
|
9.65K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
1.18K+ 8.62% |
$58K - $73.8K
|
14.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.17KNew |
$57.8K - $73.6K
|
1.17K
$83.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
1.17K+ 8.8% |
$57.7K - $73.5K
|
14.5K
$1.04M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.17K+ 25.21% |
$57.7K - $73.4K
|
5.81K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$57.1K - $72.7K
|
1.16K
$82.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.15K+ 26.56% |
$56.7K - $72.2K
|
5.48K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.15K+ 7.34% |
$56.6K - $72K
|
16.8K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 6.62% |
$56.1K - $71.4K
|
18.3K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 2.16% |
$55.6K - $70.8K
|
53.5K
$3.83M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.11K+ 110700.0% |
$54.6K - $69.5K
|
1.11K
$79.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 15.02% |
$53.7K - $68.3K
|
8.33K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.07K+ 1.67% |
$52.6K - $66.9K
|
64.9K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.06K+ 11.74% |
$52.4K - $66.7K
|
10.1K
$724K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.06K+ 3.77% |
$52.4K - $66.7K
|
29.2K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.06K+ 19.5% |
$52.4K - $66.7K
|
6.51K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.06K+ 5.3% |
$52.2K - $66.4K
|
21K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.06K+ 2.87% |
$52.1K - $66.4K
|
37.8K
$2.71M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.05K+ 12.06% |
$51.6K - $65.7K
|
9.73K
$697K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.04K+ 0.8% |
$51.1K - $65K
|
130K
$9.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.04K+ 17.53% |
$51K - $65K
|
6.94K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 5.36% |
$51K - $65K
|
20.3K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.02K+ 12.4% |
$50.1K - $63.7K
|
9.2K
$659K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.01K+ 19.23% |
$49.8K - $63.4K
|
6.26K
$448K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 1.57% |
$49.7K - $63.3K
|
65.2K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1K+ 3.31% |
$49.3K - $62.8K
|
31.2K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
986+ 13.14% |
$48.6K - $61.9K
|
8.49K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
980+ 18.94% |
$48.3K - $61.5K
|
6.15K
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
978+ 1.62% |
$48.2K - $61.4K
|
61.2K
$4.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
975+ 1.7% |
$48.1K - $61.2K
|
58.3K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
967+ 0.92% |
$47.7K - $60.7K
|
106K
$7.57M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
944+ 4.52% |
$46.6K - $59.3K
|
21.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
936+ 0.5% |
$46.2K - $58.8K
|
189K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 2.62% |
$45.3K - $57.7K
|
35.9K
$2.57M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
919+ 2.62% |
$45.3K - $57.7K
|
35.9K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
916New |
$45.2K - $57.5K
|
916
$65.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
912+ 31.21% |
$45K - $57.3K
|
3.83K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
908+ 12.48% |
$44.8K - $57K
|
8.18K
$586K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
900+ 16.69% |
$44.4K - $56.5K
|
6.29K
$451K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
900+ 14.69% |
$44.4K - $56.5K
|
7.03K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
890+ 8.77% |
$43.9K - $55.9K
|
11K
$790K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
877+ 11.09% |
$43.3K - $55.1K
|
8.79K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
872New |
$43K - $54.7K
|
872
$62.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
869+ 4.03% |
$42.9K - $54.6K
|
22.5K
$1.61M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
869New |
$42.9K - $54.6K
|
869
$62.2K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
856+ 6.78% |
$42.2K - $53.7K
|
13.5K
$966K
|