Avitas Wealth Management LLC Nextera Energy Inc Transaction History

Avitas Wealth Management LLC

$701 Million
Q3 2024

A detailed history of Avitas Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 38,773 shares of NEE stock, worth $3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

38,773

Previous 38,288 1.27%

Holding current value

$3 Million

Previous $2.71 Million 20.88%

% of portfolio

0.47%

Previous 0.4%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$69.9 - $84.97 $33,901 - $41,210	485 Added 1.27%	38,773 $3.28 Million
Q2 2024 Jul 24, 2024	BUY	$61.7 - $80.02 $3,516 - $4,561	57 Added 0.15%	38,288 $2.71 Million
Q1 2024 Apr 24, 2024	BUY	$54.97 - $63.91 $21,328 - $24,797	388 Added 1.03%	38,231 $2.44 Million
Q4 2023 Jan 24, 2024	BUY	$49.32 - $62.78 $52,131 - $66,358	1,057 Added 2.87%	37,843 $2.3 Million
Q3 2023 Nov 02, 2023	SELL	$57.08 - $75.9 $1.76 Million - $2.33 Million	-30,749 Reduced 45.53%	36,786 $2.11 Million
Q2 2023 Jul 18, 2023	BUY	$72.69 - $79.04 $30,747 - $33,433	423 Added 0.63%	67,535 $5.01 Million
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $46,673 - $57,274	-668 Reduced 0.99%	67,112 $5.17 Million
Q4 2022 Jan 10, 2023	SELL	$70.64 - $87.15 $44,715 - $55,165	-633 Reduced 0.93%	67,780 $0
Q3 2022 Oct 27, 2022	SELL	$54.18 - $90.81 $649,076 - $1.09 Million	-11,980 Reduced 14.9%	68,413 $5.36 Million
Q2 2022 Jul 29, 2022	SELL	$68.51 - $87.08 $306,513 - $389,595	-4,474 Reduced 5.27%	80,393 $6.23 Million
Q1 2022 Apr 28, 2022	BUY	$72.32 - $91.66 $141,313 - $179,103	1,954 Added 2.36%	84,867 $7.19 Million
Q4 2021 Jan 26, 2022	BUY	$77.83 - $93.36 $99,855 - $119,780	1,283 Added 1.57%	82,913 $7.74 Million
Q3 2021 Oct 28, 2021	SELL	$74.19 - $86.48 $30,937 - $36,062	-417 Reduced 0.51%	81,630 $6.41 Million
Q2 2021 Jul 12, 2021	BUY	$71.54 - $80.94 $142,221 - $160,908	1,988 Added 2.48%	82,047 $6.01 Million
Q1 2021 May 13, 2021	BUY	$70.7 - $86.87 $2.46 Million - $3.02 Million	34,731 Added 76.62%	80,059 $6.05 Million
Q4 2020 Feb 26, 2021	BUY	$70.29 - $77.75 $2.6 Million - $2.88 Million	37,055 Added 447.9%	45,328 $3.5 Million
Q3 2020 Oct 06, 2020	BUY	$61.56 - $73.93 $7,879 - $9,463	128 Added 1.57%	8,273 $2.3 Million
Q2 2020 Jul 30, 2020	BUY	$54.56 - $65.12 $279,838 - $334,000	5,129 Added 170.06%	8,145 $1.96 Million
Q1 2020 May 13, 2020	BUY	$45.42 - $70.56 $2,180 - $3,386	48 Added 1.62%	3,016 $726,000
Q4 2019 Feb 13, 2020	SELL	$55.52 - $60.68 $166 - $182	-3 Reduced 0.1%	2,968 $719,000
Q3 2019 Oct 18, 2019	BUY	$51.01 - $58.25 $714 - $815	14 Added 0.47%	2,971 $692,000
Q2 2019 Jul 23, 2019	SELL	$46.97 - $52.05 $3,522 - $3,903	-75 Reduced 2.47%	2,957 $606,000
Q1 2019 May 01, 2019	SELL	$42.35 - $48.75 $7,919 - $9,116	-187 Reduced 5.81%	3,032 $586,000
Q4 2018 Feb 08, 2019	BUY	$41.75 - $45.74 $134,393 - $147,237	3,219 New	3,219 $560,000

Others Institutions Holding NEE

# of Institutions

2,945

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 $152B
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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Avitas Wealth Management LLC Nextera Energy Inc Transaction History