A detailed history of Balboa Wealth Partners transactions in Nextera Energy Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 8,747 shares of NEE stock, worth $667,833. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,747
Previous 9,354 6.49%
Holding current value
$667,833
Previous $662,000 11.63%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 06, 2024

SELL
$69.9 - $84.97 $42,429 - $51,576
-607 Reduced 6.49%
8,747 $739,000
Q2 2024

Aug 13, 2024

BUY
$61.7 - $80.02 $73,669 - $95,543
1,194 Added 14.63%
9,354 $662,000
Q1 2024

May 13, 2024

SELL
$54.97 - $63.91 $83,554 - $97,143
-1,520 Reduced 15.7%
8,160 $521,000
Q4 2023

Feb 09, 2024

BUY
$49.32 - $62.78 $17,459 - $22,224
354 Added 3.8%
9,680 $587,000
Q3 2023

Oct 23, 2023

BUY
$57.08 - $75.9 $333,860 - $443,939
5,849 Added 168.22%
9,326 $534,000
Q2 2023

Aug 08, 2023

BUY
$72.69 - $79.04 $15,337 - $16,677
211 Added 6.46%
3,477 $257,000
Q1 2023

May 11, 2023

BUY
$69.87 - $85.74 $33,118 - $40,640
474 Added 16.98%
3,266 $251,000
Q4 2022

Feb 14, 2023

SELL
$70.64 - $87.15 $23,452 - $28,933
-332 Reduced 10.63%
2,792 $233,000
Q3 2022

Jan 04, 2023

BUY
$54.18 - $90.81 $169,258 - $283,690
3,124 New
3,124 $245,000

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 $150B
  • 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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