A detailed history of Castle Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Castle Wealth Management LLC holds 19,271 shares of NEE stock, worth $1.33 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
19,271
Previous 18,353 5.0%
Holding current value
$1.33 Million
Previous $1.55 Million 10.96%
% of portfolio
0.76%
Previous 0.82%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$69.77 - $85.43 $64,048 - $78,424
918 Added 5.0%
19,271 $1.38 Million
Q3 2024

Oct 31, 2024

BUY
$69.9 - $84.97 $280,578 - $341,069
4,014 Added 27.99%
18,353 $1.55 Million
Q2 2024

Jul 22, 2024

BUY
$61.7 - $80.02 $3,887 - $5,041
63 Added 0.44%
14,339 $1.02 Million
Q1 2024

Apr 29, 2024

BUY
$54.97 - $63.91 $121,813 - $141,624
2,216 Added 18.37%
14,276 $912,000
Q4 2023

Jan 31, 2024

SELL
$49.32 - $62.78 $15,683 - $19,964
-318 Reduced 2.57%
12,060 $732,000
Q3 2023

Nov 03, 2023

BUY
$57.08 - $75.9 $45,721 - $60,795
801 Added 6.92%
12,378 $709,000
Q2 2023

Jul 17, 2023

BUY
$72.69 - $79.04 $6,832 - $7,429
94 Added 0.82%
11,577 $859,000
Q1 2023

May 04, 2023

SELL
$69.87 - $85.74 $24,454 - $30,009
-350 Reduced 2.96%
11,483 $885,000
Q4 2022

Feb 09, 2023

SELL
$70.64 - $87.15 $37,863 - $46,712
-536 Reduced 4.33%
11,833 $989,000
Q3 2022

Nov 07, 2022

BUY
$54.18 - $90.81 $97,524 - $163,458
1,800 Added 17.03%
12,369 $970,000
Q2 2022

Aug 01, 2022

BUY
$68.51 - $87.08 $724,082 - $920,348
10,569 New
10,569 $819,000

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 $136B
  • 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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