A detailed history of Charter Oak Capital Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 13,479 shares of NEE stock, worth $971,970. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,479
Previous 13,456 0.17%
Holding current value
$971,970
Previous $952,000 19.64%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 30, 2024

BUY
$69.9 - $84.97 $1,607 - $1,954
23 Added 0.17%
13,479 $1.14 Million
Q2 2024

Jul 24, 2024

SELL
$61.7 - $80.02 $43,621 - $56,574
-707 Reduced 4.99%
13,456 $952,000
Q1 2024

Apr 23, 2024

BUY
$54.97 - $63.91 $50,902 - $59,180
926 Added 7.0%
14,163 $905,000
Q4 2023

Jan 26, 2024

SELL
$49.32 - $62.78 $4,784 - $6,089
-97 Reduced 0.73%
13,237 $804,000
Q3 2023

Oct 04, 2023

SELL
$57.08 - $75.9 $18,265 - $24,288
-320 Reduced 2.34%
13,334 $763,000
Q2 2023

Jul 20, 2023

BUY
$72.69 - $79.04 $13,084 - $14,227
180 Added 1.34%
13,654 $1.01 Million
Q1 2023

Apr 19, 2023

BUY
$69.87 - $85.74 $9,083 - $11,146
130 Added 0.97%
13,474 $1.04 Million
Q4 2022

Jan 20, 2023

BUY
$70.64 - $87.15 $2,189 - $2,701
31 Added 0.23%
13,344 $0
Q3 2022

Dec 06, 2022

BUY
$54.18 - $90.81 $37,709 - $63,203
696 Added 5.52%
13,313 $1.04 Million
Q2 2022

Jul 21, 2022

BUY
$68.51 - $87.08 $68 - $87
1 Added 0.01%
12,617 $977,000
Q1 2022

May 05, 2022

BUY
$72.32 - $91.66 $94,015 - $119,158
1,300 Added 11.49%
12,616 $1.07 Million
Q4 2021

Feb 09, 2022

SELL
$77.83 - $93.36 $27,162 - $32,582
-349 Reduced 2.99%
11,316 $1.06 Million
Q3 2021

Nov 08, 2021

BUY
$74.19 - $86.48 $102,159 - $119,082
1,377 Added 13.38%
11,665 $916,000
Q2 2021

Jul 29, 2021

SELL
$71.54 - $80.94 $3,505 - $3,966
-49 Reduced 0.47%
10,288 $754,000
Q4 2020

Feb 12, 2021

BUY
$70.29 - $77.75 $726,587 - $803,701
10,337 New
10,337 $797,000

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 $142B
  • 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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