Bergan Kdv Wealth Management, LLC Nextera Energy Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 5,929 shares of NEE stock, worth $414,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,929

Previous 7,399 19.87%

Holding current value

$414,437

Previous $570,000 22.98%

% of portfolio

0.04%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$72.69 - $79.04 $106,854 - $116,188	-1,470 Reduced 19.87%	5,929 $439,000
Q1 2023 Apr 27, 2023	BUY	$69.87 - $85.74 $150,919 - $185,198	2,160 Added 41.23%	7,399 $570,000
Q4 2022 Jan 31, 2023	BUY	$70.64 - $87.15 $918 - $1,132	13 Added 0.25%	5,239 $437,000
Q3 2022 Oct 24, 2022	SELL	$54.18 - $90.81 $86,633 - $145,205	-1,599 Reduced 23.43%	5,226 $410,000
Q2 2022 Jul 13, 2022	SELL	$68.51 - $87.08 $411 - $522	-6 Reduced 0.09%	6,825 $529,000

Q1 2022 May 09, 2022	SELL	$72.32 - $91.66 $9,184 - $11,640	-127 Reduced 1.83%	6,831 $579,000
Q4 2021 Jan 28, 2022	BUY	$77.83 - $93.36 $6,615 - $7,935	85 Added 1.24%	6,958 $650,000
Q3 2021 Nov 12, 2021	BUY	$74.19 - $86.48 $35,017 - $40,818	472 Added 7.37%	6,873 $540,000
Q2 2021 Aug 10, 2021	SELL	$71.54 - $80.94 $71 - $80	-1 Reduced 0.02%	6,401 $469,000
Q1 2021 May 11, 2021	SELL	$70.7 - $86.87 $15,059 - $18,503	-213 Reduced 3.22%	6,402 $484,000
Q4 2020 Feb 04, 2021	BUY	$70.29 - $77.75 $352,223 - $389,605	5,011 Added 312.41%	6,615 $510,000
Q2 2020 Aug 13, 2020	SELL	$54.56 - $65.12 $3,109 - $3,711	-57 Reduced 3.43%	1,604 $385,000
Q1 2020 Apr 24, 2020	SELL	$45.42 - $70.56 $5,995 - $9,313	-132 Reduced 7.36%	1,661 $400,000
Q4 2019 Feb 10, 2020	BUY	$55.52 - $60.68 $11,326 - $12,378	204 Added 12.84%	1,793 $434,000
Q3 2019 Nov 08, 2019	BUY	$51.01 - $58.25 $51 - $58	1 Added 0.06%	1,589 $370,000
Q4 2018 Feb 01, 2019	BUY	$41.75 - $45.74 $1,127 - $1,234	27 Added 1.73%	1,588 $276,000
Q2 2018 Jul 23, 2018	SELL	$38.85 - $42.02 $466 - $504	-12 Reduced 0.76%	1,561 $261,000
Q1 2018 May 03, 2018	SELL	$36.32 - $40.83 $4,322 - $4,858	-119 Reduced 7.03%	1,573 $257,000
Q4 2017 Jan 16, 2018	SELL	$36.69 - $39.81 $3,999 - $4,339	-109 Reduced 6.05%	1,692 $264,000
Q3 2017 Oct 18, 2017	BUY	$36.52 - $37.85 $65,772 - $68,167	1,801	1,801 $264,000

Others Institutions Holding NEE

# of Institutions

2,671

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

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 $137B
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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Bergan Kdv Wealth Management, LLC Nextera Energy Inc Transaction History