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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 1.06% |
$2.27K - $2.89K
|
4.28K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-46- 19.17% |
$2.27K - $2.89K
|
194
$13.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-47- 0.65% |
$2.32K - $2.95K
|
7.13K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-48- 0.7% |
$2.37K - $3.01K
|
6.82K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-48- 0.82% |
$2.37K - $3.01K
|
5.78K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-49- 18.7% |
$2.42K - $3.08K
|
213
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-49- 18.7% |
$2.42K - $3.08K
|
213
$15.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 0.72% |
$2.47K - $3.14K
|
6.91K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-50- 0.19% |
$2.47K - $3.14K
|
26K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-52- 0.97% |
$2.56K - $3.26K
|
5.33K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-54- 1.78% |
$2.66K - $3.39K
|
2.99K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-56- 0.55% |
$2.76K - $3.52K
|
10K
$719K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-56- 0.33% |
$2.76K - $3.52K
|
16.9K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-56- 8.19% |
$2.76K - $3.52K
|
628
$45K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-61- 0.44% |
$3.01K - $3.83K
|
13.8K
$985K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-64- 0.53% |
$3.16K - $4.02K
|
12K
$859K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-65- 0.78% |
$3.21K - $4.08K
|
8.23K
$589K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-66- 0.53% |
$3.26K - $4.14K
|
12.4K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-68- 85.0% |
$3.35K - $4.27K
|
12
$859
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-69- 1.14% |
$3.4K - $4.33K
|
6K
$429K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-70- 0.83% |
$3.45K - $4.39K
|
8.35K
$598K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-70- 0.75% |
$3.45K - $4.39K
|
9.3K
$666K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-70- 0.25% |
$3.45K - $4.39K
|
27.5K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-71- 0.51% |
$3.5K - $4.46K
|
14K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-78- 27.27% |
$3.85K - $4.9K
|
208
$14.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-79- 0.56% |
$3.9K - $4.96K
|
14.1K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.48% |
$3.95K - $5.02K
|
16.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-81- 1.38% |
$3.99K - $5.09K
|
5.79K
$414K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 0.49% |
$4.09K - $5.21K
|
16.7K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-83- 2.09% |
$4.09K - $5.21K
|
3.9K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-87- 1.97% |
$4.29K - $5.46K
|
4.33K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-89- 0.45% |
$4.39K - $5.59K
|
19.6K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-89- 1.73% |
$4.39K - $5.59K
|
5.06K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-90- 0.47% |
$4.44K - $5.65K
|
19K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-90- 1.06% |
$4.44K - $5.65K
|
8.43K
$604K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-90- 3.2% |
$4.44K - $5.65K
|
2.72K
$195K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-90- 2.28% |
$4.44K - $5.65K
|
3.86K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-91- 3.51% |
$4.49K - $5.71K
|
2.5K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-93- 0.25% |
$4.59K - $5.84K
|
37.2K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-93- 1.02% |
$4.59K - $5.84K
|
9K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-94- 0.1% |
$4.64K - $5.9K
|
90.3K
$6.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-97- 0.73% |
$4.78K - $6.09K
|
13.2K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-98- 2.7% |
$4.83K - $6.15K
|
3.53K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.49% |
$4.93K - $6.28K
|
20.3K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-106- 33.02% |
$5.23K - $6.65K
|
215
$15.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 31.66% |
$5.28K - $6.72K
|
231
$16.5K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-107- 2.13% |
$5.28K - $6.72K
|
4.92K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-107- 6.79% |
$5.28K - $6.72K
|
1.47K
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 0.43% |
$5.43K - $6.91K
|
25.2K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-118- 3.32% |
$5.82K - $7.41K
|
3.44K
$246K
|