Wealth Plan Investment Management, LLC Nextera Energy Inc Transaction History

Wealth Plan Investment Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	BUY	$54.97 - $63.91 $585,760 - $681,024	10,656 Added 9.67%	120,870 $7.72 Million
Q4 2023 Jan 05, 2024	BUY	$49.32 - $62.78 $5.44 Million - $6.92 Million	110,214 New	110,214 $6.69 Million
Q3 2023 Nov 09, 2023	BUY	$57.08 - $75.9 $422,962 - $562,419	7,410 Added 9623.38%	7,487 $428,000
Q2 2023 Aug 14, 2023	BUY	$72.69 - $79.04 $1,235 - $1,343	17 Added 28.33%	77 $5,000
Q2 2023 Jul 25, 2023	SELL	$72.69 - $79.04 $1,235 - $1,343	-17 Reduced 22.08%	60 $4,000
Q1 2023 May 08, 2023	SELL	$69.87 - $85.74 $548,619 - $673,230	-7,852 Reduced 99.03%	77 $5,000
Q4 2022 Feb 15, 2023	BUY	$70.64 - $87.15 $185,924 - $229,378	2,632 Added 49.69%	7,929 $662,000
Q3 2022 Dec 12, 2022	SELL	$54.18 - $90.81 $99,311 - $166,454	-1,833 Reduced 25.71%	5,297 $452,000
Q1 2022 Sep 07, 2022	BUY	$72.32 - $91.66 $515,641 - $653,535	7,130 New	7,130 $506,000

2,945

1.58B

28.7M

26.3M

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $152B
Description
NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...

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