Clearstead Trust, LLC Nextera Energy Inc Transaction History

Clearstead Trust, LLC

$340 Million
Q1 2024

A detailed history of Clearstead Trust, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Clearstead Trust, LLC holds 18,119 shares of NEE stock, worth $1.28 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

18,119

Previous 18,976 4.52%

Holding current value

$1.28 Million

Previous $1.15 Million 0.43%

% of portfolio

0.34%

Previous 0.35%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$54.97 - $63.91 $47,109 - $54,770	-857 Reduced 4.52%	18,119 $1.16 Million
Q4 2023 Feb 06, 2024	SELL	$49.32 - $62.78 $4,438 - $5,650	-90 Reduced 0.47%	18,976 $1.15 Million
Q3 2023 Nov 13, 2023	SELL	$57.08 - $75.9 $352,297 - $468,454	-6,172 Reduced 24.46%	19,066 $1.09 Million
Q2 2023 Aug 08, 2023	BUY	$72.69 - $79.04 $2,035 - $2,213	28 Added 0.11%	25,238 $1.87 Million
Q1 2023 May 10, 2023	SELL	$69.87 - $85.74 $2.95 Million - $3.62 Million	-42,171 Reduced 62.59%	25,210 $1.94 Million

Q4 2022 Jan 31, 2023	BUY	$70.64 - $87.15 $139,584 - $172,208	1,976 Added 3.02%	67,381 $5.63 Million
Q3 2022 Nov 10, 2022	BUY	$54.18 - $90.81 $970,038 - $1.63 Million	17,904 Added 37.69%	65,405 $5.13 Million
Q2 2022 Aug 11, 2022	BUY	$68.51 - $87.08 $140,102 - $178,078	2,045 Added 4.5%	47,501 $3.68 Million
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $175,737 - $222,733	2,430 Added 5.65%	45,456 $3.85 Million
Q4 2021 Feb 09, 2022	SELL	$77.83 - $93.36 $44,051 - $52,841	-566 Reduced 1.3%	43,026 $4.02 Million
Q3 2021 Nov 02, 2021	BUY	$74.19 - $86.48 $1.84 Million - $2.15 Million	24,816 Added 132.17%	43,592 $3.42 Million
Q2 2021 Aug 12, 2021	BUY	$71.54 - $80.94 $18,600 - $21,044	260 Added 1.4%	18,776 $1.38 Million
Q1 2021 Apr 30, 2021	BUY	$70.7 - $86.87 $156,671 - $192,503	2,216 Added 13.6%	18,516 $1.4 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $860,349 - $951,660	12,240 Added 301.48%	16,300 $1.26 Million
Q3 2020 Oct 23, 2020	SELL	$61.56 - $73.93 $615 - $739	-10 Reduced 0.25%	4,060 $1.13 Million
Q2 2020 Aug 17, 2020	SELL	$54.56 - $65.12 $410,072 - $489,441	-7,516 Reduced 64.87%	4,070 $977,000
Q1 2020 May 12, 2020	SELL	$45.42 - $70.56 $19,803 - $30,764	-436 Reduced 3.63%	11,586 $2.79 Million
Q4 2019 Feb 03, 2020	SELL	$55.52 - $60.68 $30,869 - $33,738	-556 Reduced 4.42%	12,022 $2.91 Million
Q3 2019 Nov 07, 2019	BUY	$51.01 - $58.25 $306 - $349	6 Added 0.05%	12,578 $2.93 Million
Q2 2019 Jul 31, 2019	BUY	$46.97 - $52.05 $52,747 - $58,452	1,123 Added 9.81%	12,572 $0
Q1 2019 May 13, 2019	BUY	$42.35 - $48.75 $434,341 - $499,980	10,256 Added 859.68%	11,449 $2.21 Million
Q4 2018 Feb 13, 2019	BUY	$41.75 - $45.74 $2,588 - $2,835	62 Added 5.48%	1,193 $51,000
Q3 2018 Nov 15, 2018	BUY	$41.11 - $43.79 $1,274 - $1,357	31 Added 2.82%	1,131 $190,000
Q2 2018 Aug 20, 2018	BUY	$38.85 - $42.02 $42,735 - $46,222	1,100 New	1,100 $184,000
Q1 2018 May 15, 2018	SELL	$36.32 - $40.83 $39,952 - $44,913	-1,100 Closed	0 $0
Q2 2017 Aug 21, 2017	BUY	N/A	1,100	1,100 $154,000

Others Institutions Holding NEE

# of Institutions

2,671

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

View Full List

About NEXTERA ENERGY INC

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $138B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Account

Clearstead Trust, LLC Nextera Energy Inc Transaction History