Baystate Wealth Management LLC Nextera Energy Inc Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Baystate Wealth Management LLC holds 10,070 shares of NEE stock, worth $778,914. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,070

Previous 10,419 3.35%

Holding current value

$778,914

Previous $596,000 2.52%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$49.32 - $62.78 $17,212 - $21,910	-349 Reduced 3.35%	10,070 $611,000
Q3 2023 Oct 25, 2023	BUY	$57.08 - $75.9 $3,596 - $4,781	63 Added 0.61%	10,419 $596,000
Q2 2023 Sep 21, 2023	SELL	$72.69 - $79.04 $886,890 - $964,367	-12,201 Reduced 54.09%	10,356 $768,000
Q2 2023 Aug 02, 2023	BUY	$72.69 - $79.04 $888,417 - $966,026	12,222 Added 118.26%	22,557 $1.67 Million
Q1 2023 Apr 25, 2023	BUY	$69.87 - $85.74 $4,611 - $5,658	66 Added 0.64%	10,335 $796,000
Q4 2022 Jan 12, 2023	SELL	$70.64 - $87.15 $11,090 - $13,682	-157 Reduced 1.51%	10,269 $859,000
Q3 2022 Nov 10, 2022	SELL	$54.18 - $90.81 $30,015 - $50,308	-554 Reduced 5.05%	10,426 $818,000
Q2 2022 Aug 02, 2022	SELL	$68.51 - $87.08 $44,805 - $56,950	-654 Reduced 5.62%	10,980 $851,000
Q1 2022 Apr 19, 2022	BUY	$72.32 - $91.66 $4,122 - $5,224	57 Added 0.49%	11,634 $986,000
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $96,587 - $115,859	1,241 Added 12.01%	11,577 $1.08 Million
Q3 2021 Nov 05, 2021	BUY	$74.19 - $86.48 $1,706 - $1,989	23 Added 0.22%	10,336 $812,000
Q2 2021 Jul 26, 2021	BUY	$71.54 - $80.94 $23,322 - $26,386	326 Added 3.26%	10,313 $756,000
Q1 2021 Apr 21, 2021	BUY	$70.7 - $86.87 $91,132 - $111,975	1,289 Added 14.82%	9,987 $755,000
Q4 2020 Jan 15, 2021	BUY	$70.29 - $77.75 $398,333 - $440,609	5,667 Added 186.97%	8,698 $671,000
Q3 2020 Oct 14, 2020	BUY	$61.56 - $73.93 $492 - $591	8 Added 0.26%	3,031 $841,000
Q2 2020 Jul 28, 2020	BUY	$54.56 - $65.12 $58,815 - $70,199	1,078 Added 55.42%	3,023 $726,000
Q1 2020 Apr 22, 2020	SELL	$45.42 - $70.56 $3,270 - $5,080	-72 Reduced 3.57%	1,945 $468,000
Q4 2019 Jan 21, 2020	BUY	$55.52 - $60.68 $15,989 - $17,475	288 Added 16.66%	2,017 $488,000
Q3 2019 Oct 30, 2019	SELL	$51.01 - $58.25 $20,710 - $23,649	-406 Reduced 19.02%	1,729 $403,000
Q2 2019 Jul 02, 2019	SELL	$46.97 - $52.05 $2,677 - $2,966	-57 Reduced 2.6%	2,135 $436,000
Q1 2019 Apr 25, 2019	BUY	$42.35 - $48.75 $8,935 - $10,286	211 Added 10.65%	2,192 $417,000
Q4 2018 Jan 24, 2019	BUY	$41.75 - $45.74 $3,214 - $3,521	77 Added 4.04%	1,981 $349,000
Q3 2018 Oct 16, 2018	BUY	$41.11 - $43.79 $328 - $350	8 Added 0.42%	1,904 $329,000
Q2 2018 Jul 17, 2018	BUY	$38.85 - $42.02 $19,891 - $21,514	512 Added 36.99%	1,896 $319,000
Q1 2018 Apr 24, 2018	SELL	$36.32 - $40.83 $2,360 - $2,653	-65 Reduced 4.49%	1,384 $223,000
Q3 2017 Oct 10, 2017	BUY	$36.52 - $37.85 $52,917 - $54,844	1,449	1,449 $214,000

Others Institutions Holding NEE

# of Institutions

2,859

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.5M

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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Baystate Wealth Management LLC Nextera Energy Inc Transaction History