Bsw Wealth Partners Nextera Energy Inc Transaction History

Bsw Wealth Partners

$661 Million
Q3 2024

A detailed history of Bsw Wealth Partners transactions in Nextera Energy Inc stock. As of the latest transaction made, Bsw Wealth Partners holds 7,003 shares of NEE stock, worth $534,959. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,003

Previous 6,105 14.71%

Holding current value

$534,959

Previous $432,000 36.81%

% of portfolio

0.09%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$69.9 - $84.97 $62,770 - $76,303	898 Added 14.71%	7,003 $591,000
Q2 2024 Jul 16, 2024	SELL	$61.7 - $80.02 $5,491 - $7,121	-89 Reduced 1.44%	6,105 $432,000
Q1 2024 Apr 23, 2024	BUY	$54.97 - $63.91 $48,318 - $56,176	879 Added 16.54%	6,194 $395,000
Q4 2023 Jan 25, 2024	SELL	$49.32 - $62.78 $22,095 - $28,125	-448 Reduced 7.77%	5,315 $322,000
Q3 2023 Oct 27, 2023	BUY	$57.08 - $75.9 $5,080 - $6,755	89 Added 1.57%	5,763 $330,000
Q2 2023 Aug 11, 2023	SELL	$72.69 - $79.04 $2,180 - $2,371	-30 Reduced 0.53%	5,674 $421,000
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $6,987 - $8,574	-100 Reduced 1.72%	5,704 $439,000
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $487 - $817	-9 Reduced 0.15%	5,804 $455,000
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $28,927 - $36,664	400 Added 7.39%	5,813 $492,000
Q4 2021 Feb 14, 2022	BUY	$77.83 - $93.36 $93,629 - $112,312	1,203 Added 28.57%	5,413 $505,000
Q3 2021 Nov 15, 2021	SELL	$74.19 - $86.48 $964 - $1,124	-13 Reduced 0.31%	4,210 $331,000
Q1 2021 May 17, 2021	SELL	$70.7 - $86.87 $11,877 - $14,594	-168 Reduced 3.83%	4,223 $319,000
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $233,573 - $258,363	3,323 Added 311.14%	4,391 $339,000
Q3 2020 Nov 13, 2020	BUY	$61.56 - $73.93 $861 - $1,035	14 Added 1.33%	1,068 $296,000
Q2 2020 Aug 13, 2020	BUY	$54.56 - $65.12 $4,364 - $5,209	80 Added 8.21%	1,054 $253,000
Q1 2020 May 14, 2020	SELL	$45.42 - $70.56 $545 - $846	-12 Reduced 1.22%	974 $234,000
Q4 2019 Feb 18, 2020	SELL	$55.52 - $60.68 $222 - $242	-4 Reduced 0.4%	986 $239,000
Q3 2019 Nov 12, 2019	BUY	$51.01 - $58.25 $50,499 - $57,667	990 New	990 $231,000

Others Institutions Holding NEE

# of Institutions

2,944

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 $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...

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Bsw Wealth Partners Nextera Energy Inc Transaction History