Summit Wealth Partners, LLC Nextera Energy Inc Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,697 shares of NEE stock, worth $1.17 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,697
Previous 15,935 1.49%
Holding current value
$1.17 Million
Previous $1.13 Billion 17.59%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Oct 28, 2024
SELL
$69.9 - $84.97 $16,636 - $20,222
-238 Reduced 1.49%
15,697 $1.33 Billion
Q2 2024

Sep 11, 2024
BUY
$61.7 - $80.02 $740 - $960
12 Added 0.08%
15,935 $1.13 Billion
Q1 2024

Sep 11, 2024
SELL
$54.97 - $63.91 $24,241 - $28,184
-441 Reduced 2.69%
15,923 $1.02 Billion
Q4 2023

Sep 11, 2024
SELL
$49.32 - $62.78 $27,471 - $34,968
-557 Reduced 3.29%
16,364 $994 Million
Q3 2023

Sep 11, 2024
SELL
$57.08 - $75.9 $80,254 - $106,715
-1,406 Reduced 7.67%
16,921 $969 Million
Q2 2023

Sep 11, 2024
SELL
$72.69 - $79.04 $31,547 - $34,303
-434 Reduced 2.31%
18,327 $1.36 Billion
Q1 2023

Sep 11, 2024
BUY
$69.87 - $85.74 $1,257 - $1,543
18 Added 0.1%
18,761 $1.45 Billion
Q4 2022

Sep 11, 2024
BUY
$70.64 - $87.15 $988 - $1,220
14 Added 0.07%
18,743 $1.57 Billion
Q3 2022

Sep 11, 2024
BUY
$54.18 - $90.81 $48,274 - $80,911
891 Added 4.99%
18,729 $1.47 Billion
Q2 2022

Sep 11, 2024
BUY
$68.51 - $87.08 $1,164 - $1,480
17 Added 0.1%
17,838 $1.38 Billion
Q1 2022

Sep 11, 2024
BUY
$72.32 - $91.66 $29,361 - $37,213
406 Added 2.33%
17,821 $1.51 Billion
Q4 2021

Sep 10, 2024
SELL
$77.83 - $93.36 $34,089 - $40,891
-438 Reduced 2.45%
17,415 $1.63 Billion
Q3 2021

Sep 10, 2024
SELL
$74.19 - $86.48 $1,261 - $1,470
-17 Reduced 0.1%
17,853 $1.4 Billion
Q2 2021

Sep 10, 2024
BUY
$71.54 - $80.94 $127,055 - $143,749
1,776 Added 11.04%
17,870 $1.31 Billion
Q1 2021

Sep 10, 2024
SELL
$70.7 - $86.87 $17,533 - $21,543
-248 Reduced 1.52%
16,094 $1.22 Billion
Q4 2020

Sep 10, 2024
BUY
$70.29 - $77.75 $861,614 - $953,059
12,258 Added 300.15%
16,342 $1.26 Billion
Q3 2020

Sep 10, 2024
BUY
$61.56 - $73.93 $30,841 - $37,038
501 Added 13.98%
4,084 $1.13 Billion
Q2 2020

Sep 10, 2024
BUY
$54.56 - $65.12 $54 - $65
1 Added 0.03%
3,583 $861 Million
Q1 2020

Sep 10, 2024
BUY
$45.42 - $70.56 $45 - $70
1 Added 0.03%
3,582 $862 Million
Q4 2019

Sep 09, 2024
BUY
$55.52 - $60.68 $198,817 - $217,295
3,581 New
3,581 $867 Million

Others Institutions Holding NEE

# of Institutions
2,911
Shares Held
1.64B
Call Options Held
23.7M
Put Options Held
15.6M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $146B
  • 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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