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 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.95K- 5.74% |
$195K - $248K
|
64.9K
$4.65M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 9.89% |
$196K - $250K
|
36.3K
$2.6M
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4K- 38.11% |
$197K - $251K
|
6.49K
$465K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-4.06K- 32.61% |
$200K - $255K
|
8.39K
$601K
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.09K- 18.12% |
$201K - $256K
|
18.5K
$1.32M
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-4.1K- 19.17% |
$202K - $257K
|
17.3K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.13K- 23.77% |
$204K - $259K
|
13.2K
$948K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.23K- 9.58% |
$208K - $265K
|
39.9K
$2.86M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.23K- 30.29% |
$209K - $265K
|
9.73K
$697K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.23K- 9.49% |
$209K - $266K
|
40.4K
$2.89M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.27K- 14.67% |
$211K - $268K
|
24.9K
$1.78M
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.28K- 8.53% |
$211K - $269K
|
45.9K
$3.29M
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-4.38K- 6.3% |
$216K - $275K
|
65K
$4.66M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.44K- 4.83% |
$219K - $279K
|
87.6K
$6.27M
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.47K- 3.78% |
$221K - $281K
|
114K
$8.16M
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.49K- 28.8% |
$222K - $282K
|
11.1K
$795K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.51K- 3.9% |
$222K - $283K
|
111K
$7.95M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.53K- 30.08% |
$223K - $284K
|
10.5K
$754K
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.55K- 17.01% |
$225K - $286K
|
22.2K
$1.59M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.55K- 25.31% |
$225K - $286K
|
13.4K
$962K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.57K- 73.25% |
$225K - $287K
|
1.67K
$119K
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.59K- 29.64% |
$227K - $288K
|
10.9K
$781K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.62K- 87.36% |
$228K - $290K
|
668
$47.8K
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.62K- 11.61% |
$228K - $290K
|
35.1K
$2.52M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.68K- 14.1% |
$231K - $294K
|
28.5K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.7K- 3.58% |
$232K - $295K
|
127K
$9.06M
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-4.72K- 15.88% |
$233K - $297K
|
25K
$1.79M
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.74K- 39.43% |
$234K - $298K
|
7.29K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.77K- 20.95% |
$235K - $299K
|
18K
$1.29M
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.8K- 40.14% |
$237K - $301K
|
7.16K
$513K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.83K- 4.8% |
$238K - $303K
|
95.7K
$6.85M
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-4.86K- 25.79% |
$240K - $305K
|
14K
$1M
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-4.87K- 28.78% |
$240K - $305K
|
12K
$863K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-4.88K- 19.89% |
$240K - $306K
|
19.6K
$1.41M
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.88K- 19.59% |
$241K - $306K
|
20K
$1.43M
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.89K- 13.1% |
$241K - $307K
|
32.4K
$2.32M
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.91K- 5.54% |
$242K - $308K
|
83.7K
$5.99M
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.91K- 12.5% |
$242K - $308K
|
34.4K
$2.46M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.92K- 16.4% |
$243K - $309K
|
25.1K
$1.8M
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.98K- 2.43% |
$245K - $312K
|
199K
$14.3M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.98K- 21.59% |
$246K - $313K
|
18.1K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.99K- 35.65% |
$246K - $313K
|
9K
$645K
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.01K- 1.28% |
$247K - $314K
|
385K
$27.6M
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-5.02K- 9.42% |
$248K - $315K
|
48.3K
$3.46M
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.23K- 51.71% |
$258K - $328K
|
4.88K
$350K
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 10.95% |
$259K - $329K
|
42.6K
$3.05M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.31K- 7.03% |
$262K - $334K
|
70.3K
$5.04M
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-5.38K- 34.26% |
$265K - $338K
|
10.3K
$739K
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.4K- 1.44% |
$266K - $339K
|
369K
$26.4M
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.4K- 3.03% |
$266K - $339K
|
173K
$12.4M
|