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 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.62K- 25.93% |
$129K - $164K
|
7.47K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.62K- 10.91% |
$129K - $164K
|
21.4K
$1.53M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.73K- 33.04% |
$135K - $172K
|
5.54K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.75K- 2.75% |
$136K - $173K
|
97.3K
$6.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.78K- 18.52% |
$137K - $174K
|
12.2K
$876K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.79K- 8.45% |
$138K - $175K
|
30.2K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.8K- 23.99% |
$138K - $176K
|
8.86K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.84K- 56.81% |
$140K - $178K
|
2.16K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2.86K- 10.41% |
$141K - $180K
|
24.6K
$1.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.97K- 4.32% |
$146K - $186K
|
65.7K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.99K- 43.43% |
$147K - $188K
|
3.89K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3K- 11.31% |
$148K - $188K
|
23.5K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.03K- 3.85% |
$150K - $190K
|
75.8K
$5.43M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.03K- 34.27% |
$150K - $190K
|
5.82K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.04K- 0.61% |
$150K - $191K
|
498K
$35.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.05K- 17.26% |
$151K - $192K
|
14.6K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.06K- 8.06% |
$151K - $192K
|
34.9K
$2.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.07K- 3.26% |
$151K - $193K
|
91.1K
$6.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.11K- 16.19% |
$154K - $195K
|
16.1K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.13K- 17.62% |
$154K - $197K
|
14.6K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.18K- 29.25% |
$157K - $200K
|
7.69K
$551K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.18K- 46.86% |
$157K - $200K
|
3.61K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.21K- 5.57% |
$158K - $202K
|
54.5K
$3.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.22K- 43.57% |
$159K - $202K
|
4.17K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.23K- 1.56% |
$159K - $203K
|
204K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.23K- 7.9% |
$159K - $203K
|
37.7K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.24K- 43.07% |
$160K - $203K
|
4.28K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.27K- 9.87% |
$161K - $206K
|
29.9K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.31K- 7.58% |
$163K - $208K
|
40.4K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.31K- 18.99% |
$163K - $208K
|
14.1K
$1.01M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.36K- 16.38% |
$165K - $211K
|
17.1K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.41K- 18.96% |
$168K - $214K
|
14.6K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.45K- 4.11% |
$170K - $216K
|
80.3K
$5.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.55K- 27.74% |
$175K - $223K
|
9.24K
$662K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.6K- 13.52% |
$178K - $226K
|
23.1K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.62K- 5.03% |
$178K - $227K
|
68.3K
$4.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3.67K- 4.94% |
$181K - $230K
|
70.5K
$5.05M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3.67K- 4.94% |
$181K - $230K
|
70.5K
$5.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.67K- 21.98% |
$181K - $231K
|
13K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-3.69K- 4.65% |
$182K - $232K
|
75.6K
$5.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.73K- 6.75% |
$184K - $234K
|
51.5K
$3.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.76K- 22.78% |
$185K - $236K
|
12.7K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.76K- 21.2% |
$185K - $236K
|
14K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.77K- 14.58% |
$186K - $236K
|
22.1K
$1.58M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-3.77K- 17.51% |
$186K - $237K
|
17.8K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.82K- 6.55% |
$188K - $240K
|
54.5K
$3.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.86K- 37.95% |
$190K - $242K
|
6.31K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.86K- 19.08% |
$190K - $242K
|
16.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.91K- 7.44% |
$193K - $245K
|
48.6K
$3.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-3.93K- 4.18% |
$194K - $247K
|
90.1K
$6.45M
|