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
|
Bridges Investment Management Inc
|
SELL
|
- |
-340- 1.66% |
$16.8K - $21.3K
|
20.2K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-340- 7.34% |
$16.8K - $21.3K
|
4.29K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-345- 6.95% |
$17K - $21.7K
|
4.62K
$331K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-346- 3.03% |
$17.1K - $21.7K
|
11.1K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-349- 3.35% |
$17.2K - $21.9K
|
10.1K
$721K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-350- 75.76% |
$17.3K - $22K
|
112
$8.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-350- 0.83% |
$17.3K - $22K
|
42K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-352- 9.4% |
$17.4K - $22.1K
|
3.39K
$243K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-355- 3.67% |
$17.5K - $22.3K
|
9.32K
$668K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-363- 1.87% |
$17.9K - $22.8K
|
19.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-363- 1.01% |
$17.9K - $22.8K
|
35.4K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-364- 7.04% |
$18K - $22.9K
|
4.81K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-368- 9.26% |
$18.1K - $23.1K
|
3.61K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-375- 1.0% |
$18.5K - $23.5K
|
37K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-376- 1.02% |
$18.5K - $23.6K
|
36.4K
$2.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-377- 0.83% |
$18.6K - $23.7K
|
45.1K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-380- 17.74% |
$18.7K - $23.9K
|
1.76K
$126K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-380- 0.41% |
$18.7K - $23.9K
|
93.3K
$6.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-380- 2.51% |
$18.7K - $23.9K
|
14.8K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-387- 9.38% |
$19.1K - $24.3K
|
3.74K
$268K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-391- 2.2% |
$19.3K - $24.5K
|
17.4K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-393- 3.28% |
$19.4K - $24.7K
|
11.6K
$829K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-393- 9.83% |
$19.4K - $24.7K
|
3.6K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-396- 0.81% |
$19.5K - $24.9K
|
48.5K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-399- 3.57% |
$19.7K - $25K
|
10.8K
$772K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-400- 21.1% |
$19.7K - $25.1K
|
1.5K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-400- 4.37% |
$19.7K - $25.1K
|
8.75K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 6.0% |
$19.7K - $25.1K
|
6.26K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.4% |
$19.7K - $25.1K
|
16.3K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-400- 5.19% |
$19.7K - $25.1K
|
7.3K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-400- 8.86% |
$19.7K - $25.1K
|
4.11K
$295K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-401- 8.34% |
$19.8K - $25.2K
|
4.41K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-402- 28.84% |
$19.8K - $25.2K
|
992
$71K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-405- 2.69% |
$20K - $25.4K
|
14.6K
$1.05M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-405- 24.06% |
$20K - $25.4K
|
1.28K
$91.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-410- 4.64% |
$20.2K - $25.7K
|
8.42K
$603K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-413- 1.31% |
$20.4K - $25.9K
|
31K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-413- 3.95% |
$20.4K - $25.9K
|
10K
$719K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-416- 3.92% |
$20.5K - $26.1K
|
10.2K
$730K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-419- 10.98% |
$20.7K - $26.3K
|
3.4K
$243K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-423- 10.56% |
$20.9K - $26.6K
|
3.58K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-426- 21.25% |
$21K - $26.7K
|
1.58K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-433- 6.92% |
$21.4K - $27.2K
|
5.82K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-434- 2.79% |
$21.4K - $27.2K
|
15.1K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-435- 1.83% |
$21.5K - $27.3K
|
23.3K
$1.67M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-441- 10.91% |
$21.8K - $27.7K
|
3.6K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-445- 3.84% |
$21.9K - $27.9K
|
11.1K
$798K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-448- 7.77% |
$22.1K - $28.1K
|
5.32K
$381K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-452- 0.51% |
$22.3K - $28.4K
|
88.4K
$6.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-459- 2.4% |
$22.6K - $28.8K
|
18.7K
$1.34M
|