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 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.52K- 5.89% |
$75.2K - $95.7K
|
24.4K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.53K- 2.2% |
$75.3K - $95.8K
|
67.8K
$4.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.53K- 23.94% |
$75.4K - $96K
|
4.86K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 18.13% |
$76K - $96.7K
|
6.96K
$499K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.54K- 5.31% |
$76.1K - $96.8K
|
27.5K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.54K- 9.74% |
$76.2K - $96.9K
|
14.3K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 4.01% |
$76.4K - $97.3K
|
37.1K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.55K- 31.93% |
$76.5K - $97.4K
|
3.31K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.55K- 8.05% |
$76.5K - $97.4K
|
17.7K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.56K- 14.38% |
$76.9K - $97.9K
|
9.28K
$665K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.57K- 10.6% |
$77.5K - $98.7K
|
13.3K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.58K- 3.2% |
$77.7K - $98.9K
|
47.6K
$3.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.58K- 1.97% |
$77.9K - $99.1K
|
78.8K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.58K- 2.08% |
$78K - $99.3K
|
74.5K
$5.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 21.9% |
$78K - $99.3K
|
5.64K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.59K- 15.74% |
$78.3K - $99.6K
|
8.5K
$608K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.6K- 4.46% |
$78.8K - $100K
|
34.2K
$2.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.61K- 20.65% |
$79.4K - $101K
|
6.19K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.64K- 4.91% |
$80.9K - $103K
|
31.8K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.66K- 19.18% |
$81.7K - $104K
|
6.98K
$500K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-1.66K- 8.92% |
$81.7K - $104K
|
16.9K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.66K- 4.81% |
$81.9K - $104K
|
32.8K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.7K- 9.35% |
$83.9K - $107K
|
16.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.7K- 6.63% |
$84K - $107K
|
24K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.73K- 8.0% |
$85.4K - $109K
|
19.9K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.77K- 9.82% |
$87.2K - $111K
|
16.2K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.77K- 2.91% |
$87.3K - $111K
|
59.1K
$4.23M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 9.4% |
$87.9K - $112K
|
17.2K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1.79K- 1.23% |
$88.2K - $112K
|
144K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 12.9% |
$88.7K - $113K
|
12.2K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.8K- 9.07% |
$88.9K - $113K
|
18.1K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.8K- 9.97% |
$89K - $113K
|
16.3K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-1.81K- 4.49% |
$89K - $113K
|
38.4K
$2.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 5.87% |
$89.6K - $114K
|
29.1K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.82K- 4.65% |
$89.6K - $114K
|
37.3K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.83K- 2.17% |
$90.2K - $115K
|
82.2K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.83K- 16.56% |
$90.2K - $115K
|
9.22K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.84K- 26.87% |
$90.5K - $115K
|
5K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.84K- 16.23% |
$90.7K - $115K
|
9.49K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.86K- 11.92% |
$91.6K - $117K
|
13.7K
$983K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-1.87K- 5.0% |
$92.2K - $117K
|
35.6K
$2.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.88K- 15.31% |
$92.8K - $118K
|
10.4K
$746K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.89K- 29.91% |
$93K - $118K
|
4.42K
$316K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.89K- 1.42% |
$93K - $118K
|
130K
$9.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.9K- 8.06% |
$93.6K - $119K
|
21.6K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.9K- 2.78% |
$93.6K - $119K
|
66.4K
$4.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.9K- 16.39% |
$93.7K - $119K
|
9.69K
$694K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-1.95K- 16.08% |
$96K - $122K
|
10.2K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.95K- 90.14% |
$96.1K - $122K
|
213
$15.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.95K- 14.54% |
$96.1K - $122K
|
11.5K
$820K
|