Alera Investment Advisors, LLC Nextera Energy Inc Transaction History

Alera Investment Advisors, LLC

$838 Million
Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 8,019 shares of NEE stock, worth $612,250. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,019

Previous 7,589 5.67%

Holding current value

$612,250

Previous $537,000 26.07%

% of portfolio

0.08%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$69.9 - $84.97 $30,057 - $36,537	430 Added 5.67%	8,019 $677,000
Q2 2024 Aug 13, 2024	SELL	$61.7 - $80.02 $576,524 - $747,706	-9,344 Reduced 55.18%	7,589 $537,000
Q1 2024 May 10, 2024	SELL	$54.97 - $63.91 $278,862 - $324,215	-5,073 Reduced 23.05%	16,933 $1.08 Million
Q4 2023 Jan 23, 2024	BUY	$49.32 - $62.78 $89,959 - $114,510	1,824 Added 9.04%	22,006 $1.34 Million
Q3 2023 Oct 11, 2023	SELL	$57.08 - $75.9 $41,497 - $55,179	-727 Reduced 3.48%	20,182 $1.16 Million
Q2 2023 Jul 26, 2023	BUY	$72.69 - $79.04 $198,807 - $216,174	2,735 Added 15.05%	20,909 $1.55 Million
Q1 2023 May 01, 2023	BUY	$69.87 - $85.74 $481,264 - $590,577	6,888 Added 61.03%	18,174 $1.4 Million
Q4 2022 Feb 02, 2023	SELL	$70.64 - $87.15 $39,134 - $48,281	-554 Reduced 4.68%	11,286 $943,000
Q3 2022 Nov 09, 2022	SELL	$54.18 - $90.81 $5,309 - $8,899	-98 Reduced 0.82%	11,840 $928,000
Q2 2022 Aug 08, 2022	SELL	$68.51 - $87.08 $48,162 - $61,217	-703 Reduced 5.56%	11,938 $925,000
Q1 2022 May 10, 2022	BUY	$72.32 - $91.66 $326,524 - $413,844	4,515 Added 55.56%	12,641 $1.07 Million
Q4 2021 Jan 26, 2022	SELL	$77.83 - $93.36 $249,056 - $298,752	-3,200 Reduced 28.25%	8,126 $759,000
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $774,321 - $902,591	10,437 Added 1174.02%	11,326 $889,000
Q3 2021 Nov 09, 2021	SELL	$74.19 - $86.48 $777,214 - $905,964	-10,476 Reduced 92.18%	889 $889,000
Q2 2021 Aug 05, 2021	BUY	$71.54 - $80.94 $3,219 - $3,642	45 Added 0.4%	11,365 $833,000
Q1 2021 May 12, 2021	SELL	$70.7 - $86.87 $53,732 - $66,021	-760 Reduced 6.29%	11,320 $856,000
Q4 2020 Feb 08, 2021	BUY	$70.29 - $77.75 $635,983 - $703,482	9,048 Added 298.42%	12,080 $932,000
Q3 2020 Nov 09, 2020	BUY	$61.56 - $73.93 $38,475 - $46,206	625 Added 25.97%	3,032 $842,000
Q2 2020 Aug 11, 2020	BUY	$54.56 - $65.12 $2,455 - $2,930	45 Added 1.91%	2,407 $578,000
Q1 2020 Apr 29, 2020	BUY	$45.42 - $70.56 $4,042 - $6,279	89 Added 3.92%	2,362 $568,000
Q4 2019 Jan 29, 2020	SELL	$55.52 - $60.68 $12,047 - $13,167	-217 Reduced 8.71%	2,273 $550,000
Q3 2019 Oct 25, 2019	BUY	$51.01 - $58.25 $357 - $407	7 Added 0.28%	2,490 $580,000
Q2 2019 Aug 07, 2019	BUY	$46.97 - $52.05 $563 - $624	12 Added 0.49%	2,483 $509,000
Q1 2019 May 14, 2019	BUY	$42.35 - $48.75 $1,312 - $1,511	31 Added 1.27%	2,471 $478,000
Q4 2018 Feb 14, 2019	BUY	$41.75 - $45.74 $101,870 - $111,605	2,440 New	2,440 $424,000

Others Institutions Holding NEE

# of Institutions

2,943

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

View Full List

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

Portfolio Update

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

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Account

Alera Investment Advisors, LLC Nextera Energy Inc Transaction History