Charles Schwab Trust CO Nextera Energy Inc Transaction History

Charles Schwab Trust CO

  • $1.14 Billion
  • Q4 2024

A detailed history of Charles Schwab Trust CO transactions in Nextera Energy Inc stock. As of the latest transaction made, Charles Schwab Trust CO holds 7,619 shares of NEE stock, worth $554,891. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,619
Previous 7,449 2.28%
Holding current value
$554,891
Previous $629,000 13.2%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 16, 2025
BUY
$69.77 - $85.43 $11,860 - $14,523
170 Added 2.28%
7,619 $546,000
Q3 2024

Oct 09, 2024
SELL
$69.9 - $84.97 $34,950 - $42,485
-500 Reduced 6.29%
7,449 $629,000
Q2 2024

Jul 17, 2024
BUY
$61.7 - $80.02 $137,529 - $178,364
2,229 Added 38.97%
7,949 $562,000
Q1 2024

Apr 12, 2024
SELL
$54.97 - $63.91 $92,954 - $108,071
-1,691 Reduced 22.82%
5,720 $365,000
Q4 2023

Jan 09, 2024
SELL
$49.32 - $62.78 $64,017 - $81,488
-1,298 Reduced 14.9%
7,411 $450,000
Q3 2023

Oct 19, 2023
BUY
$57.08 - $75.9 $326,098 - $433,616
5,713 Added 190.69%
8,709 $498,000
Q2 2023

Jul 24, 2023
BUY
$72.69 - $79.04 $3,779 - $4,110
52 Added 1.77%
2,996 $222,000
Q1 2023

Apr 10, 2023
SELL
$69.87 - $85.74 $190,884 - $234,241
-2,732 Reduced 48.13%
2,944 $226,000
Q4 2022

Jan 26, 2023
BUY
$70.64 - $87.15 $400,952 - $494,663
5,676 New
5,676 $0
Q2 2022

Jul 22, 2022
SELL
$68.51 - $87.08 $165,109 - $209,862
-2,410 Closed
0 $0
Q1 2022

Apr 14, 2022
SELL
$72.32 - $91.66 $301,863 - $382,588
-4,174 Reduced 63.4%
2,410 $204,000
Q4 2021

Jan 14, 2022
SELL
$77.83 - $93.36 $14,865 - $17,831
-191 Reduced 2.82%
6,584 $615,000
Q3 2021

Oct 08, 2021
SELL
$74.19 - $86.48 $25,298 - $29,489
-341 Reduced 4.79%
6,775 $532,000
Q2 2021

Aug 04, 2021
BUY
$71.54 - $80.94 $38,059 - $43,060
532 Added 8.08%
7,116 $521,000
Q1 2021

Apr 14, 2021
SELL
$70.7 - $86.87 $29,411 - $36,137
-416 Reduced 5.94%
6,584 $499,000
Q4 2020

Jan 14, 2021
BUY
$70.29 - $77.75 $369,022 - $408,187
5,250 Added 300.0%
7,000 $540,000
Q3 2020

Oct 30, 2020
BUY
$61.56 - $73.93 $3,078 - $3,696
50 Added 2.94%
1,750 $486,000
Q2 2020

Jul 28, 2020
SELL
$54.56 - $65.12 $5,674 - $6,772
-104 Reduced 5.76%
1,700 $409,000
Q1 2020

Apr 09, 2020
SELL
$45.42 - $70.56 $33,928 - $52,708
-747 Reduced 29.28%
1,804 $434,000
Q4 2019

Jan 29, 2020
BUY
$55.52 - $60.68 $55,520 - $60,680
1,000 Added 64.47%
2,551 $618,000
Q3 2019

Nov 15, 2019
BUY
$51.01 - $58.25 $79,116 - $90,345
1,551 New
1,551 $360,000

Others Institutions Holding NEE

# of Institutions
2,937
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
27.2M
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 $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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