A detailed history of Cassady Schiller Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3,786 shares of NEE stock, worth $276,037. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,786
Previous 3,786 -0.0%
Holding current value
$276,037
Previous $268,000 19.4%
% of portfolio
0.12%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$54.97 - $63.91 $31,607 - $36,748
-575 Reduced 13.19%
3,786 $241,000
Q3 2023

Nov 09, 2023

BUY
$57.08 - $75.9 $5,879 - $7,817
103 Added 2.42%
4,361 $249,000
Q1 2023

May 12, 2023

SELL
$69.87 - $85.74 $56,035 - $68,763
-802 Reduced 15.85%
4,258 $328,000
Q4 2022

May 16, 2023

BUY
$70.64 - $87.15 $1,695 - $2,091
24 Added 0.56%
4,282 $357,000
Q4 2022

Feb 13, 2023

SELL
$70.64 - $87.15 $3,602 - $4,444
-51 Reduced 1.0%
5,060 $422,000
Q3 2022

Nov 09, 2022

BUY
$54.18 - $90.81 $13,274 - $22,248
245 Added 5.03%
5,111 $401,000
Q2 2022

Aug 11, 2022

SELL
$68.51 - $87.08 $1,096 - $1,393
-16 Reduced 0.33%
4,866 $377,000
Q1 2022

May 12, 2022

BUY
$72.32 - $91.66 $47,875 - $60,678
662 Added 15.69%
4,882 $414,000
Q4 2021

Feb 09, 2022

BUY
$77.83 - $93.36 $328,442 - $393,979
4,220 New
4,220 $394,000

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 $143B
  • 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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