A detailed history of Cassaday & CO Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 13,899 shares of NEE stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,899
Previous 14,044 1.03%
Holding current value
$1.06 Million
Previous $994,000 18.11%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$69.9 - $84.97 $10,135 - $12,320
-145 Reduced 1.03%
13,899 $1.17 Million
Q2 2024

Jul 30, 2024

BUY
$61.7 - $80.02 $2,406 - $3,120
39 Added 0.28%
14,044 $994,000
Q1 2024

May 08, 2024

BUY
$54.97 - $63.91 $78,662 - $91,455
1,431 Added 11.38%
14,005 $895,000
Q4 2023

Feb 09, 2024

BUY
$49.32 - $62.78 $493 - $627
10 Added 0.08%
12,574 $763,000
Q2 2023

Aug 07, 2023

SELL
$72.69 - $79.04 $1,744 - $1,896
-24 Reduced 0.19%
12,564 $932,000
Q1 2023

May 03, 2023

SELL
$69.87 - $85.74 $7,056 - $8,659
-101 Reduced 0.8%
12,588 $970,000
Q4 2022

Feb 07, 2023

BUY
$70.64 - $87.15 $896,350 - $1.11 Million
12,689 New
12,689 $0

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $149B
  • 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...
More about NEE
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