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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
846+ 4.82% |
$41.7K - $53.1K
|
18.4K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
832+ 0.13% |
$41K - $52.2K
|
632K
$45.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
816+ 2.58% |
$40.2K - $51.2K
|
32.4K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
814+ 7.63% |
$40.1K - $51.1K
|
11.5K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
813+ 3.9% |
$40.1K - $51K
|
21.7K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
811+ 18.36% |
$40K - $50.9K
|
5.23K
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
810+ 4.77% |
$39.9K - $50.9K
|
17.8K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
810+ 1.99% |
$39.9K - $50.9K
|
41.6K
$2.98M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
807New |
$39.8K - $50.7K
|
807
$57.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
801+ 0.33% |
$39.5K - $50.3K
|
241K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
800+ 8.26% |
$39.5K - $50.2K
|
10.5K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
799+ 15.76% |
$39.4K - $50.2K
|
5.87K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
798+ 2.13% |
$39.4K - $50.1K
|
38.2K
$2.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
796+ 3460.87% |
$39.3K - $50K
|
819
$58.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
784+ 6.62% |
$38.7K - $49.2K
|
12.6K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
780+ 0.25% |
$38.5K - $49K
|
318K
$22.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
775+ 90.22% |
$38.2K - $48.7K
|
1.63K
$117K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
736+ 7.42% |
$36.3K - $46.2K
|
10.7K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
715+ 1.48% |
$35.3K - $44.9K
|
49K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
706+ 2.92% |
$34.8K - $44.3K
|
24.9K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
701+ 4.45% |
$34.6K - $44K
|
16.5K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
690+ 11.51% |
$34K - $43.3K
|
6.68K
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
690+ 0.52% |
$34K - $43.3K
|
135K
$9.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
682+ 2.13% |
$33.6K - $42.8K
|
32.7K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
668+ 7.49% |
$32.9K - $41.9K
|
9.58K
$686K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
666+ 3.07% |
$32.8K - $41.8K
|
22.3K
$1.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
659New |
$32.5K - $41.4K
|
659
$47.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
649+ 3.43% |
$32K - $40.7K
|
19.5K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
646New |
$31.9K - $40.6K
|
646
$46.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
645+ 6.7% |
$31.8K - $40.5K
|
10.3K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
635+ 10.44% |
$31.3K - $39.9K
|
6.72K
$481K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
634+ 19.51% |
$31.3K - $39.8K
|
3.88K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
634+ 9.55% |
$31.3K - $39.8K
|
7.28K
$521K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
624+ 1.49% |
$30.8K - $39.2K
|
42.4K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
604+ 6.51% |
$29.8K - $37.9K
|
9.88K
$708K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
600New |
$29.6K - $37.7K
|
600
$43K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
591+ 15.68% |
$29.1K - $37.1K
|
4.36K
$312K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
587New |
$29K - $36.9K
|
587
$42K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
574New |
$28.3K - $36K
|
574
$41.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
563+ 8.73% |
$27.8K - $35.3K
|
7.01K
$502K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
563+ 8.73% |
$27.8K - $35.3K
|
7.01K
$502K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
561+ 1.38% |
$27.7K - $35.2K
|
41.1K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
553New |
$27.3K - $34.7K
|
553
$39.6K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
548+ 0.63% |
$27K - $34.4K
|
87K
$6.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
545+ 11.69% |
$26.9K - $34.2K
|
5.21K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
543+ 4.76% |
$26.8K - $34.1K
|
11.9K
$856K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
539+ 0.42% |
$26.6K - $33.8K
|
128K
$9.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
536+ 1.39% |
$26.4K - $33.7K
|
39.1K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
533+ 1.28% |
$26.3K - $33.5K
|
42.3K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
514+ 14.5% |
$25.4K - $32.3K
|
4.06K
$291K
|