Castle Rock Wealth Management, LLC Nextera Energy Inc Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,452 shares of NEE stock, worth $338,352. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,452
Previous 4,427 0.56%
Holding current value
$338,352
Previous $313,000 20.13%
% of portfolio
0.09%
Previous 0.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$69.9 - $84.97 $1,747 - $2,124
25 Added 0.56%
4,452 $376,000
Q2 2024

Jul 12, 2024
BUY
$61.7 - $80.02 $308 - $400
5 Added 0.11%
4,427 $313,000
Q1 2024

May 13, 2024
SELL
$54.97 - $63.91 $274,080 - $318,655
-4,986 Reduced 53.0%
4,422 $282,000
Q4 2023

Jan 08, 2024
BUY
$49.32 - $62.78 $77,383 - $98,501
1,569 Added 20.02%
9,408 $571,000
Q3 2023

Oct 10, 2023
SELL
$57.08 - $75.9 $171 - $227
-3 Reduced 0.04%
7,839 $449,000
Q2 2023

Jul 10, 2023
BUY
$72.69 - $79.04 $55,753 - $60,623
767 Added 10.84%
7,842 $581,000
Q1 2023

May 11, 2023
SELL
$69.87 - $85.74 $83,913 - $102,973
-1,201 Reduced 14.51%
7,075 $545,000
Q4 2022

Jan 30, 2023
BUY
$70.64 - $87.15 $32,070 - $39,566
454 Added 5.8%
8,276 $691,000
Q3 2022

Oct 13, 2022
SELL
$54.18 - $90.81 $5,688 - $9,535
-105 Reduced 1.32%
7,822 $595,000
Q2 2022

Jul 13, 2022
BUY
$68.51 - $87.08 $82,965 - $105,453
1,211 Added 18.03%
7,927 $637,000
Q1 2022

Apr 25, 2022
SELL
$72.32 - $91.66 $170,747 - $216,409
-2,361 Reduced 26.01%
6,716 $550,000
Q4 2021

Feb 02, 2022
SELL
$77.83 - $93.36 $10,040 - $12,043
-129 Reduced 1.4%
9,077 $750,000
Q3 2021

Nov 12, 2021
SELL
$74.19 - $86.48 $163,959 - $191,120
-2,210 Reduced 19.36%
9,206 $779,000
Q2 2021

Aug 13, 2021
SELL
$71.54 - $80.94 $672,905 - $761,321
-9,406 Reduced 45.17%
11,416 $919,000
Q1 2021

Apr 27, 2021
BUY
$70.7 - $86.87 $123,512 - $151,761
1,747 Added 9.16%
20,822 $1.63 Million
Q4 2020

Jan 29, 2021
BUY
$70.29 - $77.75 $1.16 Million - $1.29 Million
16,570 Added 661.48%
19,075 $1.61 Million
Q3 2020

Dec 07, 2020
SELL
$61.56 - $73.93 $116,040 - $139,358
-1,885 Reduced 42.94%
2,505 $746,000
Q2 2020

Aug 10, 2020
BUY
$54.56 - $65.12 $133,126 - $158,892
2,440 Added 125.13%
4,390 $1.25 Million
Q1 2019

May 15, 2019
BUY
$42.35 - $48.75 $82,582 - $95,062
1,950 New
1,950 $0

Others Institutions Holding NEE

# of Institutions
2,945
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $149B
  • 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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