Cabot Wealth Management Inc Nextera Energy Inc Transaction History

Cabot Wealth Management Inc

$836 Million
Q2 2025

A detailed history of Cabot Wealth Management Inc transactions in Nextera Energy Inc stock. As of the latest transaction made, Cabot Wealth Management Inc holds 26,643 shares of NEE stock, worth $1.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

26,643

Previous 26,510 0.5%

Holding current value

$1.9 Million

Previous $1.88 Million 1.6%

% of portfolio

0.22%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$64.11 - $75.0 $8,526 - $9,975	133 Added 0.5%	26,643 $1.85 Million
Q1 2025 Apr 21, 2025	BUY	$66.96 - $76.16 $28,257 - $32,139	422 Added 1.62%	26,510 $1.88 Million
Q4 2024 Feb 03, 2025	BUY	$69.77 - $85.43 $29,791 - $36,478	427 Added 1.66%	26,088 $1.87 Million
Q3 2024 Oct 15, 2024	SELL	$69.9 - $84.97 $5,452 - $6,627	-78 Reduced 0.3%	25,661 $2.17 Million
Q2 2024 Jul 12, 2024	BUY	$61.7 - $80.02 $246 - $320	4 Added 0.02%	25,739 $1.82 Million
Q1 2024 May 02, 2024	BUY	$54.97 - $63.91 $1.41 Million - $1.64 Million	25,735 New	25,735 $1.64 Million
Q3 2023 Oct 26, 2023	SELL	$57.08 - $75.9 $772,977 - $1.03 Million	-13,542 Reduced 51.2%	12,907 $739,000
Q2 2023 Jul 13, 2023	SELL	$72.69 - $79.04 $56,189 - $61,097	-773 Reduced 2.84%	26,449 $1.96 Million
Q1 2023 Apr 20, 2023	SELL	$69.87 - $85.74 $105,853 - $129,896	-1,515 Reduced 5.27%	27,222 $2.1 Million
Q4 2022 Jan 31, 2023	SELL	$70.64 - $87.15 $472,228 - $582,597	-6,685 Reduced 18.87%	28,737 $2.4 Million
Q3 2022 Oct 19, 2022	BUY	$54.18 - $90.81 $21,997 - $36,868	406 Added 1.16%	35,422 $2.78 Million
Q2 2022 Aug 01, 2022	SELL	$68.51 - $87.08 $35,077 - $44,584	-512 Reduced 1.44%	35,016 $2.71 Million
Q1 2022 Apr 14, 2022	SELL	$72.32 - $91.66 $6,219 - $7,882	-86 Reduced 0.24%	35,528 $3.01 Million
Q4 2021 Jan 26, 2022	SELL	$77.83 - $93.36 $6,304 - $7,562	-81 Reduced 0.23%	35,614 $3.33 Million
Q2 2021 Jul 26, 2021	BUY	$71.54 - $80.94 $63,169 - $71,470	883 Added 2.54%	35,695 $2.62 Million
Q1 2021 Apr 20, 2021	BUY	$70.7 - $86.87 $140,834 - $173,045	1,992 Added 6.07%	34,812 $2.63 Million
Q4 2020 Feb 02, 2021	BUY	$70.29 - $77.75 $2.31 Million - $2.55 Million	32,820 New	32,820 $2.53 Million

Others Institutions Holding NEE

# of Institutions

3,112

Shares Held

1.64B

Call Options Held

27.2M

Put Options Held

19.7M

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 $140B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.

Account

Cabot Wealth Management Inc Nextera Energy Inc Transaction History