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 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
46+ 6.07% |
$2.27K - $2.89K
|
804
$57.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
45+ 0.53% |
$2.22K - $2.83K
|
8.6K
$616K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
45+ 0.05% |
$2.22K - $2.83K
|
88.2K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
45+ 8.88% |
$2.22K - $2.83K
|
552
$39.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
42+ 0.87% |
$2.07K - $2.64K
|
4.89K
$350K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
40+ 0.71% |
$1.97K - $2.51K
|
5.66K
$406K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
40New |
$1.97K - $2.51K
|
40
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
39New |
$1.92K - $2.45K
|
39
$2.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.98% |
$1.87K - $2.39K
|
3.91K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38+ 0.3% |
$1.87K - $2.39K
|
12.8K
$916K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
36New |
$1.78K - $2.26K
|
36
$2.58K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
35+ 0.08% |
$1.73K - $2.2K
|
46.4K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
35+ 43.21% |
$1.73K - $2.2K
|
116
$8.31K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
34+ 0.74% |
$1.68K - $2.13K
|
4.66K
$333K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 0.17% |
$1.58K - $2.01K
|
19.3K
$1.38M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32+ 2.55% |
$1.58K - $2.01K
|
1.29K
$92.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
31+ 0.11% |
$1.53K - $1.95K
|
27.2K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
30+ 0.24% |
$1.48K - $1.88K
|
12.3K
$884K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.67% |
$1.48K - $1.88K
|
4.48K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 0.64% |
$1.43K - $1.82K
|
4.54K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.6% |
$1.38K - $1.76K
|
1.77K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27New |
$1.33K - $1.7K
|
27
$1.93K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
26New |
$1.28K - $1.63K
|
26
$1.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
26+ 0.13% |
$1.28K - $1.63K
|
20.5K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
22+ 0.63% |
$1.09K - $1.38K
|
3.49K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22+ 2.17% |
$1.09K - $1.38K
|
1.04K
$74.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
22+ 0.15% |
$1.09K - $1.38K
|
14.7K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
22+ 146.67% |
$1.09K - $1.38K
|
37
$2.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 0.55% |
$1.09K - $1.38K
|
4.06K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
20+ 0.48% |
$986 - $1.26K
|
4.18K
$299K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.55% |
$986 - $1.26K
|
3.63K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.17% |
$789 - $1K
|
9.38K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14+ 0.26% |
$690 - $879
|
5.32K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14+ 0.09% |
$690 - $879
|
15.3K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.71% |
$690 - $879
|
1.99K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
13+ 0.12% |
$641 - $816
|
10.7K
$769K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10+ 0.25% |
$493 - $628
|
4.09K
$293K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.14% |
$493 - $628
|
7.16K
$513K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10+ 0.17% |
$493 - $628
|
5.88K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.08% |
$493 - $628
|
12.6K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10+ 0.04% |
$493 - $628
|
23.7K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
9+ 0.08% |
$444 - $565
|
11.1K
$795K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
8+ 0.09% |
$395 - $502
|
8.99K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7+ 0.02% |
$345 - $439
|
41K
$2.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6+ 0.14% |
$296 - $377
|
4.21K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.04% |
$296 - $377
|
13.4K
$962K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.15% |
$296 - $377
|
3.88K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.02% |
$247 - $314
|
25.7K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.16% |
$247 - $314
|
3.08K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
4+ 0.06% |
$197 - $251
|
6.4K
$458K
|