Altium Wealth Management LLC Nextera Energy Inc Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Altium Wealth Management LLC holds 41,660 shares of NEE stock, worth $3.49 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

41,660

Previous 39,395 5.75%

Holding current value

$3.49 Million

Previous $3.34 Million 3.3%

% of portfolio

0.23%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$68.51 - $87.08 $155,175 - $197,236	2,265 Added 5.75%	41,660 $3.23 Million
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $737,808 - $935,115	10,202 Added 34.95%	39,395 $3.34 Million
Q4 2021 Jan 31, 2022	BUY	$77.83 - $93.36 $224,695 - $269,530	2,887 Added 10.97%	29,193 $2.73 Million
Q3 2021 Nov 15, 2021	SELL	$74.19 - $86.48 $4,228 - $4,929	-57 Reduced 0.22%	26,306 $2.07 Million
Q2 2021 Aug 13, 2021	SELL	$71.54 - $80.94 $19,458 - $22,015	-272 Reduced 1.02%	26,363 $1.93 Million
Q1 2021 May 06, 2021	BUY	$70.7 - $86.87 $89,082 - $109,456	1,260 Added 4.97%	26,635 $2.01 Million
Q4 2020 Feb 04, 2021	BUY	$70.29 - $77.75 $1.34 Million - $1.48 Million	19,051 Added 301.25%	25,375 $1.96 Million
Q3 2020 Oct 26, 2020	SELL	$61.56 - $73.93 $15,390 - $18,482	-250 Reduced 3.8%	6,324 $1.76 Million
Q2 2020 Jul 31, 2020	BUY	$54.56 - $65.12 $39,174 - $46,756	718 Added 12.26%	6,574 $1.58 Million
Q1 2020 Apr 23, 2020	BUY	$45.42 - $70.56 $36,926 - $57,365	813 Added 16.12%	5,856 $1.41 Million
Q4 2019 Jan 17, 2020	BUY	$55.52 - $60.68 $1,943 - $2,123	35 Added 0.7%	5,043 $1.22 Million
Q3 2019 Nov 12, 2019	BUY	$51.01 - $58.25 $8,161 - $9,320	160 Added 3.3%	5,008 $1.17 Million
Q2 2019 Jul 18, 2019	BUY	$46.97 - $52.05 $7,890 - $8,744	168 Added 3.59%	4,848 $993,000
Q1 2019 Apr 26, 2019	SELL	$42.35 - $48.75 $677 - $780	-16 Reduced 0.34%	4,680 $905,000
Q4 2018 Jan 18, 2019	BUY	$41.75 - $45.74 $42,585 - $46,654	1,020 Added 27.75%	4,696 $816,000
Q3 2018 Nov 13, 2018	BUY	$41.11 - $43.79 $17,060 - $18,172	415 Added 12.73%	3,676 $616,000
Q2 2018 Aug 14, 2018	BUY	$38.85 - $42.02 $73,776 - $79,795	1,899 Added 139.43%	3,261 $545,000
Q1 2018 Jun 06, 2018	BUY	$36.32 - $40.83 $49,467 - $55,610	1,362 New	1,362 $223,000

Others Institutions Holding NEE

# of Institutions

2,802

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.5M

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 $165B
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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Altium Wealth Management LLC Nextera Energy Inc Transaction History