Avalon Investment & Advisory Nextera Energy Inc Transaction History

Avalon Investment & Advisory

  • $3.56 Billion
  • Q1 2023

A detailed history of Avalon Investment & Advisory transactions in Nextera Energy Inc stock. As of the latest transaction made, Avalon Investment & Advisory holds 11,055 shares of NEE stock, worth $868,038. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,055
Previous 12,966 14.74%
Holding current value
$868,038
Previous $1.08 Million 21.4%
% of portfolio
0.02%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$69.87 - $85.74 $133,521 - $163,849
-1,911 Reduced 14.74%
11,055 $852,000
Q4 2022

Feb 13, 2023
BUY
$70.64 - $87.15 $35,390 - $43,662
501 Added 4.02%
12,966 $1.08 Million
Q3 2022

Nov 01, 2022
SELL
$54.18 - $90.81 $22,755 - $38,140
-420 Reduced 3.26%
12,465 $977,000
Q2 2022

Aug 10, 2022
BUY
$68.51 - $87.08 $61,659 - $78,372
900 Added 7.51%
12,885 $998,000
Q1 2022

May 17, 2022
BUY
$72.32 - $91.66 $212,620 - $269,480
2,940 Added 32.5%
11,985 $1.02 Million
Q4 2021

Feb 14, 2022
SELL
$77.83 - $93.36 $91,216 - $109,417
-1,172 Reduced 11.47%
9,045 $844,000
Q3 2021

Nov 08, 2021
BUY
$74.19 - $86.48 $10,609 - $12,366
143 Added 1.42%
10,217 $802,000
Q2 2021

Jul 29, 2021
SELL
$71.54 - $80.94 $715 - $809
-10 Reduced 0.1%
10,074 $738,000
Q1 2021

May 13, 2021
SELL
$70.7 - $86.87 $98,697 - $121,270
-1,396 Reduced 12.16%
10,084 $762,000
Q4 2020

Feb 08, 2021
BUY
$70.29 - $77.75 $627,970 - $694,618
8,934 Added 350.9%
11,480 $886,000
Q3 2020

Nov 04, 2020
BUY
$61.56 - $73.93 $102,435 - $123,019
1,664 Added 188.66%
2,546 $707,000
Q2 2020

Aug 07, 2020
BUY
$54.56 - $65.12 $48,121 - $57,435
882 New
882 $212,000
Q1 2020

May 05, 2020
SELL
$45.42 - $70.56 $41,922 - $65,126
-923 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$55.52 - $60.68 $51,244 - $56,007
923 New
923 $224,000
Q1 2019

Apr 24, 2019
SELL
$42.35 - $48.75 $81,947 - $94,331
-1,935 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$41.75 - $45.74 $5,636 - $6,174
135 Added 7.5%
1,935 $336,000
Q3 2018

Nov 14, 2018
BUY
$41.11 - $43.79 $14,388 - $15,326
350 Added 24.14%
1,800 $302,000
Q1 2018

Jun 26, 2018
SELL
$36.32 - $40.83 $12,712 - $14,290
-350 Reduced 19.44%
1,450 $237,000
Q1 2018

Jun 22, 2018
BUY
$36.32 - $40.83 $12,712 - $14,290
350 Added 24.14%
1,800 $281,000
Q1 2018

May 15, 2018
SELL
$36.32 - $40.83 $12,712 - $14,290
-350 Reduced 19.44%
1,450 $237,000
Q4 2017

Feb 14, 2018
BUY
$36.69 - $39.81 $66,042 - $71,658
1,800
1,800 $281,000

Others Institutions Holding NEE

# of Institutions
2,948
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
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 $154B
  • 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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