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 09, 2024
Q4 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-39.9K- 89.5% |
$1.97M - $2.5M
|
4.68K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-40.2K- 57.68% |
$1.98M - $2.53M
|
29.5K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-40.8K- 21.01% |
$2.01M - $2.56M
|
153K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.8K- 31.64% |
$2.01M - $2.56M
|
88.2K
$6.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-41K- 6.26% |
$2.02M - $2.57M
|
614K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.3K- 58.77% |
$2.04M - $2.59M
|
29K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-41.5K- 41.29% |
$2.05M - $2.61M
|
59.1K
$4.23M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42.3K- 21.67% |
$2.08M - $2.65M
|
153K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-42.3K- 85.46% |
$2.08M - $2.65M
|
7.19K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-42.3K- 28.3% |
$2.09M - $2.66M
|
107K
$7.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-44.3K- 4.48% |
$2.19M - $2.78M
|
945K
$67.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-44.8K- 22.22% |
$2.21M - $2.81M
|
157K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45.2K- 24.45% |
$2.23M - $2.84M
|
140K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-45.3K- 58.78% |
$2.23M - $2.84M
|
31.8K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-45.3K- 22.95% |
$2.23M - $2.84M
|
152K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.3K- 4.46% |
$2.23M - $2.84M
|
971K
$69.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-45.6K- 40.18% |
$2.25M - $2.86M
|
67.9K
$4.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-46.7K- 22.21% |
$2.3M - $2.93M
|
163K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-46.9K- 11.19% |
$2.31M - $2.94M
|
372K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47K- 16.48% |
$2.32M - $2.95M
|
239K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-47.2K- 10.55% |
$2.33M - $2.96M
|
400K
$28.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-47.6K- 56.83% |
$2.35M - $2.99M
|
36.2K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.3K- 4.92% |
$2.38M - $3.03M
|
935K
$66.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-48.5K- 15.2% |
$2.39M - $3.04M
|
270K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-48.5K- 5.23% |
$2.39M - $3.05M
|
879K
$63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48.6K- 25.12% |
$2.4M - $3.05M
|
145K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-49.2K- 99.83% |
$2.43M - $3.09M
|
83
$5.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-49.4K- 65.32% |
$2.43M - $3.1M
|
26.2K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-49.6K- 7.1% |
$2.45M - $3.11M
|
649K
$46.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-50.1K- 24.78% |
$2.47M - $3.15M
|
152K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 6.93% |
$2.5M - $3.18M
|
680K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-51.1K- 29.12% |
$2.52M - $3.21M
|
124K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-51.5K- 89.66% |
$2.54M - $3.23M
|
5.94K
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-52K- 46.46% |
$2.56M - $3.26M
|
59.9K
$4.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-52.2K- 3.97% |
$2.58M - $3.28M
|
1.26M
$90.4M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-53.6K- 2.54% |
$2.65M - $3.37M
|
2.06M
$148M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-58.1K- 11.88% |
$2.86M - $3.65M
|
431K
$30.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-59.1K- 30.92% |
$2.92M - $3.71M
|
132K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-59.8K- 53.0% |
$2.95M - $3.76M
|
53.1K
$3.8M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-60.7K- 4.93% |
$2.99M - $3.81M
|
1.17M
$83.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-61K- 6.71% |
$3.01M - $3.83M
|
848K
$60.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-61.9K- 97.54% |
$3.05M - $3.89M
|
1.56K
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-62.7K- 20.1% |
$3.09M - $3.94M
|
249K
$17.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63.6K- 51.34% |
$3.14M - $3.99M
|
60.3K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-63.9K- 24.01% |
$3.15M - $4.01M
|
202K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-64.4K- 42.81% |
$3.17M - $4.04M
|
86K
$6.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66.4K- 3.9% |
$3.28M - $4.17M
|
1.64M
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.8K- 3.06% |
$3.34M - $4.25M
|
2.15M
$154M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-68.5K- 33.98% |
$3.38M - $4.3M
|
133K
$9.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-71K- 95.32% |
$3.5M - $4.45M
|
3.48K
$249K
|