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 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$197 - $251
|
4.98K
$357K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.1% |
$197 - $251
|
4.1K
$293K
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.06% |
$148 - $188
|
4.83K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.5% |
$98.6 - $126
|
401
$28.7K
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.05% |
$98.6 - $126
|
3.98K
$285K
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$98.6 - $126
|
4.51K
$323K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.93% |
$98.6 - $126
|
218
$15.6K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$98.6 - $126
|
1.5K
$108K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.06% |
$98.6 - $126
|
3.3K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.82% |
$98.6 - $126
|
245
$17.5K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$49.3 - $62.8
|
5.3K
$379K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.5% |
$49.3 - $62.8
|
201
$14.4K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.77% |
$49.3 - $62.8
|
131
$9.38K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.19% |
$49.3 - $62.8
|
538
$38.5K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.07% |
$49.3 - $62.8
|
1.52K
$109K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.49% |
$49.3 - $62.8
|
206
$14.8K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.89% |
$49.3 - $62.8
|
113
$8.09K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$49.3 - $62.8
|
1
$71.6
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.37% |
$49.3 - $62.8
|
274
$19.6K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 0.13% |
$247 - $314
|
3.73K
$267K
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7- 0.14% |
$345 - $439
|
5.17K
$370K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-14- 0.27% |
$690 - $879
|
5.17K
$370K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-16- 0.12% |
$789 - $1K
|
13.2K
$943K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17- 0.24% |
$838 - $1.07K
|
6.98K
$500K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-17- 0.36% |
$838 - $1.07K
|
4.68K
$335K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 9.39% |
$838 - $1.07K
|
164
$11.7K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17- 4.57% |
$838 - $1.07K
|
355
$25.4K
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-22- 0.1% |
$1.09K - $1.38K
|
21.1K
$1.51M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-24- 5.33% |
$1.18K - $1.51K
|
426
$30.5K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-24- 45.28% |
$1.18K - $1.51K
|
29
$2.08K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-24- 5.0% |
$1.18K - $1.51K
|
456
$32.7K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-25- 0.11% |
$1.23K - $1.57K
|
22.2K
$1.59M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 1.92% |
$1.23K - $1.57K
|
1.28K
$91.5K
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-25- 0.63% |
$1.23K - $1.57K
|
3.97K
$285K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-27- 0.41% |
$1.33K - $1.7K
|
6.55K
$469K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 9.96% |
$1.33K - $1.7K
|
244
$17.5K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 0.77% |
$1.48K - $1.88K
|
3.85K
$275K
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-32- 3.83% |
$1.58K - $2.01K
|
804
$57.6K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-33- 0.93% |
$1.63K - $2.07K
|
3.5K
$251K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-34- 0.37% |
$1.68K - $2.13K
|
9.26K
$663K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 5.88% |
$1.68K - $2.13K
|
544
$39K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.9% |
$1.73K - $2.2K
|
3.85K
$276K
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-37- 0.53% |
$1.82K - $2.32K
|
6.9K
$494K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-37- 0.99% |
$1.82K - $2.32K
|
3.69K
$264K
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 0.18% |
$1.87K - $2.39K
|
21.6K
$1.55M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-40- 0.92% |
$1.97K - $2.51K
|
4.31K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 0.5% |
$1.97K - $2.51K
|
7.89K
$565K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-41- 0.71% |
$2.02K - $2.57K
|
5.74K
$411K
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-43- 0.33% |
$2.12K - $2.7K
|
12.9K
$924K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 4.78% |
$2.22K - $2.83K
|
897
$64.2K
|