Badgley Phelps Wealth Managers, LLC Nextera Energy Inc Transaction History

Badgley Phelps Wealth Managers, LLC

$4.67 Billion
Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 219,094 shares of NEE stock, worth $18.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

219,094

Previous 219,990 0.41%

Holding current value

$18.8 Million

Previous $15.3 Million 8.3%

% of portfolio

0.35%

Previous 0.34%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$69.77 - $77.54 $62,513 - $69,475	-896 Reduced 0.41%	219,094 $16.5 Million
Q2 2025 Jul 16, 2025	BUY	$64.11 - $75.0 $9,488 - $11,100	148 Added 0.07%	219,990 $15.3 Million
Q1 2025 Apr 30, 2025	SELL	$66.96 - $76.16 $812,760 - $924,430	-12,138 Reduced 5.23%	219,842 $15.6 Million
Q4 2024 Feb 10, 2025	SELL	$69.77 - $85.43 $8.81 Million - $10.8 Million	-126,208 Reduced 35.24%	231,980 $16.6 Million
Q3 2024 Oct 17, 2024	BUY	$69.9 - $84.97 $428,067 - $520,356	6,124 Added 1.74%	358,188 $30.3 Million

Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $4.81 Million - $6.24 Million	77,994 Added 28.46%	352,064 $24.9 Million
Q1 2024 May 15, 2024	BUY	$54.97 - $63.91 $540,465 - $628,363	9,832 Added 3.72%	274,070 $17.5 Million
Q4 2023 Feb 14, 2024	BUY	$49.32 - $62.78 $585,428 - $745,198	11,870 Added 4.7%	264,238 $16 Million
Q3 2023 Nov 02, 2023	BUY	$57.08 - $75.9 $88,930 - $118,252	1,558 Added 0.62%	252,368 $14.5 Million
Q2 2023 Aug 14, 2023	BUY	$72.69 - $79.04 $60,550 - $65,840	833 Added 0.33%	250,810 $18.6 Million
Q1 2023 Apr 28, 2023	SELL	$69.87 - $85.74 $6.23 Million - $7.64 Million	-89,117 Reduced 26.28%	249,977 $19.3 Million
Q4 2022 Jan 27, 2023	BUY	$70.64 - $87.15 $205,915 - $254,042	2,915 Added 0.87%	339,094 $0
Q3 2022 Nov 09, 2022	BUY	$54.18 - $90.81 $324,050 - $543,134	5,981 Added 1.81%	336,179 $26.4 Million
Q2 2022 Aug 01, 2022	SELL	$68.51 - $87.08 $172,234 - $218,919	-2,514 Reduced 0.76%	330,198 $25.6 Million
Q1 2022 May 09, 2022	SELL	$72.32 - $91.66 $5.04 Million - $6.39 Million	-69,670 Reduced 17.31%	332,712 $28.2 Million
Q4 2021 Feb 08, 2022	BUY	$77.83 - $93.36 $840,097 - $1.01 Million	10,794 Added 2.76%	402,382 $37.6 Million
Q3 2021 Nov 29, 2021	BUY	$74.19 - $86.48 $29.1 Million - $33.9 Million	391,588 New	391,588 $30.7 Million

Others Institutions Holding NEE

# of Institutions

3,181

Shares Held

1.68B

Call Options Held

25.8M

Put Options Held

18.8M

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 $168B
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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Badgley Phelps Wealth Managers, LLC Nextera Energy Inc Transaction History