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 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.95K- 4.54% |
$96.2K - $122K
|
41K
$2.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.97K- 2.66% |
$96.9K - $123K
|
72K
$5.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.98K- 8.39% |
$97.7K - $124K
|
21.6K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-2K- 20.19% |
$98.6K - $126K
|
7.91K
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2K- 32.28% |
$98.6K - $126K
|
4.2K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 45.48% |
$98.7K - $126K
|
2.4K
$172K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.02K- 23.8% |
$99.6K - $127K
|
6.47K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.02K- 6.1% |
$99.8K - $127K
|
31.1K
$2.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.03K- 16.82% |
$100K - $127K
|
10K
$718K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.03K- 20.64% |
$100K - $128K
|
7.82K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 3.15% |
$101K - $129K
|
63.1K
$4.52M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.07K- 56.33% |
$102K - $130K
|
1.61K
$115K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.08K- 10.05% |
$102K - $130K
|
18.6K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.08K- 10.34% |
$103K - $131K
|
18.1K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2.1K- 6.06% |
$104K - $132K
|
32.5K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.14K- 12.33% |
$105K - $134K
|
15.2K
$1.09M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.15K- 11.72% |
$106K - $135K
|
16.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.15K- 6.47% |
$106K - $135K
|
31.1K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.17K- 15.77% |
$107K - $136K
|
11.6K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.17K- 6.33% |
$107K - $136K
|
32.2K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.18K- 19.32% |
$107K - $137K
|
9.09K
$651K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.19K- 20.64% |
$108K - $137K
|
8.4K
$602K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 8.96% |
$108K - $138K
|
22.3K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.21K- 24.31% |
$109K - $139K
|
6.89K
$493K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.22K- 25.25% |
$109K - $139K
|
6.57K
$470K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.22K- 44.47% |
$109K - $139K
|
2.77K
$198K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.22K- 25.25% |
$109K - $139K
|
6.57K
$470K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.23K- 9.52% |
$110K - $140K
|
21.2K
$1.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.24K- 6.02% |
$110K - $140K
|
34.9K
$2.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.27K- 4.34% |
$112K - $143K
|
50.1K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.28K- 37.65% |
$113K - $143K
|
3.78K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.3K- 5.7% |
$113K - $144K
|
38K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.32K- 21.89% |
$115K - $146K
|
8.3K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.36K- 5.0% |
$116K - $148K
|
44.7K
$3.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-2.38K- 10.94% |
$117K - $149K
|
19.3K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.39K- 12.45% |
$118K - $150K
|
16.8K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.4K- 22.01% |
$118K - $151K
|
8.5K
$609K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.4K- 10.75% |
$118K - $151K
|
19.9K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.41K- 4.4% |
$119K - $151K
|
52.4K
$3.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.42K- 40.8% |
$119K - $152K
|
3.51K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.42K- 6.59% |
$119K - $152K
|
34.3K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.45K- 27.15% |
$121K - $154K
|
6.58K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.48K- 4.47% |
$122K - $155K
|
53K
$3.79M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 6.95% |
$123K - $157K
|
33.5K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-2.5K- 13.51% |
$123K - $157K
|
16K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.54K- 2.05% |
$125K - $159K
|
121K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.54K- 17.9% |
$125K - $159K
|
11.6K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.54K- 11.22% |
$125K - $159K
|
20.1K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.55K- 5.29% |
$126K - $160K
|
45.6K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 1.9% |
$129K - $164K
|
135K
$9.65M
|