A detailed history of Kingswood Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 113,331 shares of NEE stock, worth $8.65 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
113,331
Previous 105,757 7.16%
Holding current value
$8.65 Million
Previous $7.49 Billion 27.92%
% of portfolio
0.68%
Previous 0.67%

Shares

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

Oct 21, 2024

BUY
$69.9 - $84.97 $529,422 - $643,562
7,574 Added 7.16%
113,331 $9.58 Billion
Q2 2024

Jul 09, 2024

BUY
$61.7 - $80.02 $2 Million - $2.6 Million
32,478 Added 44.32%
105,757 $7.49 Billion
Q1 2024

Apr 15, 2024

SELL
$54.97 - $63.91 $1.42 Million - $1.65 Million
-25,878 Reduced 26.1%
73,279 $4.68 Billion
Q4 2023

Jan 16, 2024

BUY
$49.32 - $62.78 $969,433 - $1.23 Million
19,656 Added 24.72%
99,157 $6.02 Billion
Q3 2023

Oct 23, 2023

BUY
$57.08 - $75.9 $117,584 - $156,354
2,060 Added 2.66%
79,501 $4.94 Billion
Q2 2023

Aug 09, 2023

BUY
$72.69 - $79.04 $5.63 Million - $6.12 Million
77,441 New
77,441 $5.75 Billion

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 $150B
  • 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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.