A detailed history of Ascent Wealth Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 26,692 shares of NEE stock, worth $2.01 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
26,692
Previous 26,679 0.05%
Holding current value
$2.01 Million
Previous $1.89 Million 19.43%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$69.9 - $84.97 $908 - $1,104
13 Added 0.05%
26,692 $2.26 Million
Q2 2024

Jul 31, 2024

BUY
$61.7 - $80.02 $96,683 - $125,391
1,567 Added 6.24%
26,679 $1.89 Million
Q1 2024

May 01, 2024

SELL
$54.97 - $63.91 $84,159 - $97,846
-1,531 Reduced 5.75%
25,112 $1.6 Million
Q4 2023

Jan 22, 2024

BUY
$49.32 - $62.78 $117,036 - $148,976
2,373 Added 9.78%
26,643 $1.62 Million
Q3 2023

Oct 20, 2023

BUY
$57.08 - $75.9 $4,452 - $5,920
78 Added 0.32%
24,270 $1.39 Million
Q2 2023

Aug 04, 2023

BUY
$72.69 - $79.04 $666,421 - $724,638
9,168 Added 61.02%
24,192 $1.8 Million
Q1 2023

Apr 25, 2023

BUY
$69.87 - $85.74 $14,323 - $17,576
205 Added 1.38%
15,024 $1.16 Million
Q4 2022

Feb 02, 2023

SELL
$70.64 - $87.15 $58,066 - $71,637
-822 Reduced 5.26%
14,819 $1.24 Million
Q3 2022

Nov 14, 2022

SELL
$54.18 - $90.81 $439,887 - $737,286
-8,119 Reduced 34.17%
15,641 $1.23 Million
Q2 2022

Aug 10, 2022

SELL
$68.51 - $87.08 $627,757 - $797,914
-9,163 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$72.32 - $91.66 $662,668 - $839,880
9,163 New
9,163 $776,000
Q4 2021

Jan 27, 2022

SELL
$77.83 - $93.36 $692,609 - $830,810
-8,899 Closed
0 $0
Q3 2021

Nov 01, 2021

BUY
$74.19 - $86.48 $22,182 - $25,857
299 Added 3.48%
8,899 $699,000
Q4 2020

Feb 02, 2021

BUY
$70.29 - $77.75 $453,370 - $501,487
6,450 Added 300.0%
8,600 $663,000
Q4 2018

Feb 13, 2019

SELL
$41.75 - $45.74 $250 - $274
-6 Reduced 0.28%
2,150 $374,000
Q3 2018

Aug 21, 2019

BUY
$41.11 - $43.79 $246 - $262
6 Added 0.28%
2,156 $361,000
Q2 2016

Aug 21, 2019

SELL
N/A
-50 Reduced 2.27%
2,150 $280,000
Q1 2016

Aug 21, 2019

BUY
N/A
50 Added 2.33%
2,200 $260,000
Q1 2014

Aug 22, 2019

BUY
N/A
2,150
2,150 $206,000

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 $148B
  • 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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