Appleton Partners Inc Nextera Energy Inc Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Nextera Energy Inc stock. As of the latest transaction made, Appleton Partners Inc holds 2,991 shares of NEE stock, worth $223,188. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,991

Previous 3,121 4.17%

Holding current value

$223,188

Previous $221,000 14.48%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$69.9 - $84.97 $9,087 - $11,046	-130 Reduced 4.17%	2,991 $253,000
Q2 2024 Jul 02, 2024	SELL	$61.7 - $80.02 $10,365 - $13,443	-168 Reduced 5.11%	3,121 $221,000
Q1 2024 Apr 01, 2024	SELL	$54.97 - $63.91 $115,162 - $133,891	-2,095 Reduced 38.91%	3,289 $210,000
Q4 2023 Jan 02, 2024	SELL	$49.32 - $62.78 $29,838 - $37,981	-605 Reduced 10.1%	5,384 $327,000
Q3 2023 Oct 03, 2023	SELL	$57.08 - $75.9 $112,219 - $149,219	-1,966 Reduced 24.71%	5,989 $343,000
Q2 2023 Jul 10, 2023	SELL	$72.69 - $79.04 $392,889 - $427,211	-5,405 Reduced 40.46%	7,955 $590,000
Q1 2023 Apr 10, 2023	BUY	$69.87 - $85.74 $30,183 - $37,039	432 Added 3.34%	13,360 $1.03 Million
Q4 2022 Jan 19, 2023	BUY	$70.64 - $87.15 $18,366 - $22,659	260 Added 2.05%	12,928 $1.08 Million
Q3 2022 Oct 27, 2022	SELL	$54.18 - $90.81 $23,785 - $39,865	-439 Reduced 3.35%	12,668 $993,000
Q2 2022 Jul 08, 2022	BUY	$68.51 - $87.08 $274 - $348	4 Added 0.03%	13,107 $1.02 Million
Q1 2022 Apr 05, 2022	SELL	$72.32 - $91.66 $6,147 - $7,791	-85 Reduced 0.64%	13,103 $1.11 Million
Q4 2021 Feb 03, 2022	SELL	$77.83 - $93.36 $10,273 - $12,323	-132 Reduced 0.99%	13,188 $1.23 Million
Q3 2021 Oct 14, 2021	BUY	$74.19 - $86.48 $31,159 - $36,321	420 Added 3.26%	13,320 $1.05 Million
Q2 2021 Jul 07, 2021	BUY	$71.54 - $80.94 $12,519 - $14,164	175 Added 1.38%	12,900 $945,000
Q1 2021 Apr 19, 2021	BUY	$70.7 - $86.87 $2,262 - $2,779	32 Added 0.25%	12,725 $962,000
Q4 2020 Jan 19, 2021	BUY	$70.29 - $77.75 $675,205 - $746,866	9,606 Added 311.18%	12,693 $979,000
Q3 2020 Oct 14, 2020	SELL	$61.56 - $73.93 $4,309 - $5,175	-70 Reduced 2.22%	3,087 $857,000
Q2 2020 Aug 14, 2020	SELL	$54.56 - $65.12 $9,275 - $11,070	-170 Reduced 5.11%	3,157 $758,000
Q1 2020 May 04, 2020	BUY	$45.42 - $70.56 $13,398 - $20,815	295 Added 9.73%	3,327 $801,000
Q4 2019 Jan 13, 2020	SELL	$55.52 - $60.68 $555 - $606	-10 Reduced 0.33%	3,032 $734,000
Q2 2019 Jul 25, 2019	BUY	$46.97 - $52.05 $4,274 - $4,736	91 Added 3.08%	3,042 $623,000
Q1 2019 Apr 17, 2019	SELL	$42.35 - $48.75 $677 - $780	-16 Reduced 0.54%	2,951 $570,000
Q4 2018 Jan 17, 2019	SELL	$41.75 - $45.74 $10,228 - $11,206	-245 Reduced 7.63%	2,967 $516,000
Q2 2018 Aug 08, 2018	SELL	$38.85 - $42.02 $4,895 - $5,294	-126 Reduced 3.77%	3,212 $537,000
Q1 2018 Apr 11, 2018	SELL	$36.32 - $40.83 $3,886 - $4,368	-107 Reduced 3.11%	3,338 $545,000
Q4 2017 Jan 12, 2018	SELL	$36.69 - $39.81 $2,825 - $3,065	-77 Reduced 2.19%	3,445 $538,000
Q3 2017 Oct 12, 2017	BUY	$36.52 - $37.85 $128,623 - $133,307	3,522	3,522 $516,000

Others Institutions Holding NEE

# of Institutions

2,881

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.3M

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 $147B
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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Appleton Partners Inc Nextera Energy Inc Transaction History