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 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
108+ 0.92% |
$5.33K - $6.78K
|
11.9K
$852K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
107+ 2.06% |
$5.28K - $6.72K
|
5.29K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
106New |
$5.23K - $6.65K
|
106
$7.59K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
106+ 1.8% |
$5.23K - $6.65K
|
6.01K
$431K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
105+ 1.59% |
$5.18K - $6.59K
|
6.72K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
105+ 0.64% |
$5.18K - $6.59K
|
16.5K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
105+ 1.2% |
$5.18K - $6.59K
|
8.87K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
104+ 24.53% |
$5.13K - $6.53K
|
528
$37.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
103+ 20.64% |
$5.08K - $6.47K
|
602
$43.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
101+ 0.46% |
$4.98K - $6.34K
|
22.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
101New |
$4.98K - $6.34K
|
101
$7.23K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 400.0% |
$4.93K - $6.28K
|
125
$8.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
100+ 0.36% |
$4.93K - $6.28K
|
27.6K
$1.97M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100+ 2.04% |
$4.93K - $6.28K
|
5K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
95+ 7.03% |
$4.69K - $5.96K
|
1.45K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
93+ 1.53% |
$4.59K - $5.84K
|
6.16K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
89+ 1.76% |
$4.39K - $5.59K
|
5.15K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
87+ 1.17% |
$4.29K - $5.46K
|
7.51K
$538K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
87+ 5.92% |
$4.29K - $5.46K
|
1.56K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
84+ 0.87% |
$4.14K - $5.27K
|
9.77K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
84+ 2.35% |
$4.14K - $5.27K
|
3.66K
$262K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83+ 0.0% |
$4.09K - $5.21K
|
199M
$14.2B
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
82+ 31.18% |
$4.04K - $5.15K
|
345
$24.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
81+ 2.08% |
$3.99K - $5.09K
|
3.97K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 0.08% |
$3.95K - $5.02K
|
96.7K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
76+ 1.56% |
$3.75K - $4.77K
|
4.95K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
76+ 1.36% |
$3.75K - $4.77K
|
5.68K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
75+ 0.39% |
$3.7K - $4.71K
|
19.3K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 0.87% |
$3.55K - $4.52K
|
8.37K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
72+ 0.04% |
$3.55K - $4.52K
|
165K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
71+ 0.59% |
$3.5K - $4.46K
|
12.1K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
71New |
$3.5K - $4.46K
|
71
$5.09K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
70+ 0.69% |
$3.45K - $4.39K
|
10.2K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
68New |
$3.35K - $4.27K
|
68
$4.87K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.63% |
$3.3K - $4.21K
|
4.18K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 9.25% |
$3.16K - $4.02K
|
756
$54.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
62+ 0.54% |
$3.06K - $3.89K
|
11.7K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
61+ 7.72% |
$3.01K - $3.83K
|
851
$60.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
61New |
$3.01K - $3.83K
|
61
$4.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
60+ 0.53% |
$2.96K - $3.77K
|
11.5K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.56% |
$2.91K - $3.7K
|
10.5K
$754K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
51+ 1.77% |
$2.52K - $3.2K
|
2.94K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51+ 0.38% |
$2.52K - $3.2K
|
13.6K
$973K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 13.97% |
$2.47K - $3.14K
|
408
$29.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 1.25% |
$2.47K - $3.14K
|
4.07K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.04% |
$2.47K - $3.14K
|
119K
$8.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
49+ 0.52% |
$2.42K - $3.08K
|
9.5K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
48New |
$2.37K - $3.01K
|
48
$3.44K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
47New |
$2.32K - $2.95K
|
47
$3.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
47+ 0.11% |
$2.32K - $2.95K
|
42.7K
$3.06M
|