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 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-462- 9.65% |
$22.8K - $29K
|
4.33K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-464- 5.26% |
$22.9K - $29.1K
|
8.36K
$598K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-468- 1.3% |
$23.1K - $29.4K
|
35.4K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-474- 1.1% |
$23.4K - $29.8K
|
42.5K
$3.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-475- 6.96% |
$23.4K - $29.8K
|
6.35K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-480- 4.45% |
$23.7K - $30.1K
|
10.3K
$738K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-484- 6.56% |
$23.9K - $30.4K
|
6.9K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-486- 4.37% |
$24K - $30.5K
|
10.6K
$761K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-490- 1.2% |
$24.2K - $30.8K
|
40.2K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-490- 11.05% |
$24.2K - $30.8K
|
3.95K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-496- 1.74% |
$24.5K - $31.1K
|
28K
$2M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-499- 2.45% |
$24.6K - $31.3K
|
19.8K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-500- 5.75% |
$24.7K - $31.4K
|
8.19K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-510- 1.96% |
$25.2K - $32K
|
25.5K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-511- 4.27% |
$25.2K - $32.1K
|
11.5K
$820K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-513- 3.92% |
$25.3K - $32.2K
|
12.6K
$900K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-514- 3.7% |
$25.4K - $32.3K
|
13.4K
$959K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-520- 5.06% |
$25.6K - $32.6K
|
9.76K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-522- 2.06% |
$25.7K - $32.8K
|
24.8K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-522- 11.42% |
$25.7K - $32.8K
|
4.05K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-522- 88.62% |
$25.7K - $32.8K
|
67
$4.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-523- 2.18% |
$25.8K - $32.8K
|
23.5K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-524- 4.01% |
$25.8K - $32.9K
|
12.6K
$899K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-527- 28.94% |
$26K - $33.1K
|
1.29K
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-528- 1.49% |
$26K - $33.1K
|
35K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-533- 82.38% |
$26.3K - $33.5K
|
114
$8.16K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-535- 2.58% |
$26.4K - $33.6K
|
20.2K
$1.45M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-540- 17.64% |
$26.6K - $33.9K
|
2.52K
$181K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-542- 9.85% |
$26.7K - $34K
|
4.96K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-549- 4.32% |
$27.1K - $34.5K
|
12.2K
$871K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-552- 2.53% |
$27.2K - $34.7K
|
21.2K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-554- 4.17% |
$27.3K - $34.8K
|
12.7K
$912K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-556- 2.35% |
$27.4K - $34.9K
|
23.1K
$1.65M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-557- 3.29% |
$27.5K - $35K
|
16.4K
$1.17M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-564- 7.53% |
$27.8K - $35.4K
|
6.93K
$496K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-571- 4.16% |
$28.2K - $35.8K
|
13.2K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-572- 0.89% |
$28.2K - $35.9K
|
64K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-575- 4.98% |
$28.4K - $36.1K
|
11K
$786K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-579- 0.68% |
$28.6K - $36.3K
|
84.2K
$6.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-580- 2.67% |
$28.6K - $36.4K
|
21.2K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-580- 5.33% |
$28.6K - $36.4K
|
10.3K
$738K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-588- 0.31% |
$29K - $36.9K
|
189K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-591- 15.22% |
$29.1K - $37.1K
|
3.29K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-599- 2.31% |
$29.5K - $37.6K
|
25.4K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-601- 4.19% |
$29.6K - $37.7K
|
13.8K
$985K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-602- 4.44% |
$29.7K - $37.8K
|
13K
$928K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-605- 10.1% |
$29.8K - $38K
|
5.38K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-608- 4.29% |
$30K - $38.2K
|
13.6K
$972K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-610- 3.62% |
$30.1K - $38.3K
|
16.2K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-611- 4.73% |
$30.1K - $38.4K
|
12.3K
$882K
|