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 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
351+ 2.67% |
$17.3K - $22K
|
13.5K
$966K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
350+ 1.96% |
$17.3K - $22K
|
18.2K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
348+ 6.06% |
$17.2K - $21.8K
|
6.09K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 4.09% |
$17.1K - $21.7K
|
8.81K
$631K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
344+ 2.1% |
$17K - $21.6K
|
16.7K
$1.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
339New |
$16.7K - $21.3K
|
339
$24.3K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
338+ 8.0% |
$16.7K - $21.2K
|
4.56K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
334+ 9.28% |
$16.5K - $21K
|
3.93K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
333+ 12.43% |
$16.4K - $20.9K
|
3.01K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
331+ 2.81% |
$16.3K - $20.8K
|
12.1K
$868K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
329+ 1.06% |
$16.2K - $20.7K
|
31.5K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
327New |
$16.1K - $20.5K
|
327
$23.4K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
321+ 3.44% |
$15.8K - $20.2K
|
9.65K
$691K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
316+ 1.89% |
$15.6K - $19.8K
|
17.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
311+ 3.87% |
$15.3K - $19.5K
|
8.36K
$598K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
310+ 4.07% |
$15.3K - $19.5K
|
7.93K
$568K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
309+ 4.12% |
$15.2K - $19.4K
|
7.81K
$559K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
309+ 1.34% |
$15.2K - $19.4K
|
23.3K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
305+ 38.71% |
$15K - $19.1K
|
1.09K
$78.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
305+ 7.02% |
$15K - $19.1K
|
4.65K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
300+ 0.96% |
$14.8K - $18.8K
|
31.7K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
298+ 1.63% |
$14.7K - $18.7K
|
18.5K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
298+ 2.15% |
$14.7K - $18.7K
|
14.1K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
295+ 2.64% |
$14.5K - $18.5K
|
11.5K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
294+ 3.69% |
$14.5K - $18.5K
|
8.26K
$591K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
287New |
$14.2K - $18K
|
287
$20.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
286+ 2.43% |
$14.1K - $18K
|
12.1K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
280+ 2.91% |
$13.8K - $17.6K
|
9.9K
$709K
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
276+ 4.99% |
$13.6K - $17.3K
|
5.81K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
275+ 6.88% |
$13.6K - $17.3K
|
4.28K
$306K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
275New |
$13.6K - $17.3K
|
275
$19.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
274New |
$13.5K - $17.2K
|
274
$19.6K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
269+ 2.97% |
$13.3K - $16.9K
|
9.32K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
266+ 2.28% |
$13.1K - $16.7K
|
11.9K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
260+ 0.46% |
$12.8K - $16.3K
|
56.2K
$4.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
254+ 2.09% |
$12.5K - $15.9K
|
12.4K
$888K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
250+ 3.13% |
$12.3K - $15.7K
|
8.23K
$589K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
249+ 5.07% |
$12.3K - $15.6K
|
5.16K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
243+ 1.06% |
$12K - $15.3K
|
23.2K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
242+ 1.07% |
$11.9K - $15.2K
|
22.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
241+ 2.83% |
$11.9K - $15.1K
|
8.75K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
239+ 3.2% |
$11.8K - $15K
|
7.71K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
238+ 0.95% |
$11.7K - $14.9K
|
25.4K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
238+ 3.91% |
$11.7K - $14.9K
|
6.32K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
235New |
$11.6K - $14.8K
|
235
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
234+ 6.35% |
$11.5K - $14.7K
|
3.92K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
229+ 3.5% |
$11.3K - $14.4K
|
6.77K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
225+ 6.34% |
$11.1K - $14.1K
|
3.78K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
213+ 4.53% |
$10.5K - $13.4K
|
4.92K
$352K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
206+ 7.61% |
$10.2K - $12.9K
|
2.91K
$209K
|