Avantax Advisory Services, Inc. Nextera Energy Inc Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 139,861 shares of NEE stock, worth $10.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

139,861

Previous 143,950 2.84%

Holding current value

$10.1 Million

Previous $10.2 Million 15.98%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$69.9 - $84.97 $285,821 - $347,442	-4,089 Reduced 2.84%	139,861 $11.8 Million
Q2 2024 Aug 09, 2024	BUY	$61.7 - $80.02 $4.54 Million - $5.89 Million	73,651 Added 104.77%	143,950 $10.2 Million
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $394,354 - $458,490	7,174 Added 11.36%	70,299 $4.49 Million
Q4 2023 Feb 07, 2024	SELL	$49.32 - $62.78 $101,155 - $128,761	-2,051 Reduced 3.15%	63,125 $3.83 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $465,259 - $618,660	-8,151 Reduced 11.12%	65,176 $3.73 Million
Q2 2023 Aug 11, 2023	SELL	$72.69 - $79.04 $176,127 - $191,513	-2,423 Reduced 3.2%	73,327 $5.44 Million
Q1 2023 Apr 28, 2023	BUY	$69.87 - $85.74 $430,329 - $528,072	6,159 Added 8.85%	75,750 $5.84 Million
Q4 2022 Feb 13, 2023	BUY	$70.64 - $87.15 $622,620 - $768,140	8,814 Added 14.5%	69,591 $5.82 Million
Q3 2022 Nov 01, 2022	BUY	$54.18 - $90.81 $605,461 - $1.01 Million	11,175 Added 22.53%	60,777 $4.77 Million
Q2 2022 Aug 02, 2022	BUY	$68.51 - $87.08 $121,399 - $154,305	1,772 Added 3.7%	49,602 $3.84 Million
Q1 2022 Apr 27, 2022	BUY	$72.32 - $91.66 $164,600 - $208,618	2,276 Added 5.0%	47,830 $4.06 Million
Q4 2021 Jan 24, 2022	SELL	$77.83 - $93.36 $115,421 - $138,452	-1,483 Reduced 3.15%	45,554 $4.25 Million
Q3 2021 Oct 21, 2021	BUY	$74.19 - $86.48 $64,322 - $74,978	867 Added 1.88%	47,037 $3.7 Million
Q2 2021 Jul 29, 2021	BUY	$71.54 - $80.94 $231,503 - $261,921	3,236 Added 7.54%	46,170 $3.38 Million
Q1 2021 May 13, 2021	BUY	$70.7 - $86.87 $63,559 - $78,096	899 Added 2.14%	42,934 $3.24 Million
Q4 2020 Jan 22, 2021	BUY	$70.29 - $77.75 $1.17 Million - $1.29 Million	16,579 Added 65.13%	42,035 $3.24 Million
Q3 2020 Oct 14, 2020	BUY	$61.56 - $73.93 $1.04 Million - $1.25 Million	16,960 Added 199.62%	25,456 $7.07 Million
Q2 2020 Aug 06, 2020	BUY	$54.56 - $65.12 $47,139 - $56,263	864 Added 11.32%	8,496 $2.04 Million
Q1 2020 Apr 30, 2020	BUY	$45.42 - $70.56 $32,384 - $50,309	713 Added 10.3%	7,632 $1.83 Million
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $96,826 - $105,825	1,744 Added 33.7%	6,919 $1.68 Million
Q3 2019 Nov 08, 2019	BUY	$51.01 - $58.25 $39,532 - $45,143	775 Added 17.61%	5,175 $1.21 Million
Q2 2019 Aug 06, 2019	BUY	$46.97 - $52.05 $7,797 - $8,640	166 Added 3.92%	4,400 $901,000
Q1 2019 May 13, 2019	SELL	$42.35 - $48.75 $6,437 - $7,410	-152 Reduced 3.47%	4,234 $818,000
Q4 2018 Feb 13, 2019	BUY	$41.75 - $45.74 $183,115 - $200,615	4,386 New	4,386 $762,000

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

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $141B
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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Avantax Advisory Services, Inc. Nextera Energy Inc Transaction History