Clifford Swan Investment Counsel LLC Nextera Energy Inc Transaction History

Clifford Swan Investment Counsel LLC

$2.68 Billion
Q1 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 47,040 shares of NEE stock, worth $3.39 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

47,040

Previous 48,540 3.09%

Holding current value

$3.39 Million

Previous $2.95 Million 1.97%

% of portfolio

0.11%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$54.97 - $63.91 $82,455 - $95,865	-1,500 Reduced 3.09%	47,040 $3.01 Million
Q4 2023 Feb 06, 2024	SELL	$49.32 - $62.78 $9,222 - $11,739	-187 Reduced 0.38%	48,540 $2.95 Million
Q3 2023 Nov 09, 2023	SELL	$57.08 - $75.9 $856 - $1,138	-15 Reduced 0.03%	48,727 $2.79 Million
Q2 2023 Aug 03, 2023	SELL	$72.69 - $79.04 $116,304 - $126,464	-1,600 Reduced 3.18%	48,742 $3.62 Million
Q1 2023 May 05, 2023	SELL	$69.87 - $85.74 $404,197 - $496,005	-5,785 Reduced 10.31%	50,342 $3.88 Million

Q4 2022 Feb 02, 2023	SELL	$70.64 - $87.15 $92,891 - $114,602	-1,315 Reduced 2.29%	56,127 $4.69 Million
Q3 2022 Nov 04, 2022	SELL	$54.18 - $90.81 $118,329 - $198,329	-2,184 Reduced 3.66%	57,442 $4.5 Million
Q2 2022 Aug 04, 2022	BUY	$68.51 - $87.08 $1.99 Million - $2.53 Million	29,020 Added 94.82%	59,626 $4.62 Million
Q1 2022 May 03, 2022	BUY	$72.32 - $91.66 $15,042 - $19,065	208 Added 0.68%	30,606 $2.59 Million
Q2 2021 Aug 05, 2021	SELL	$71.54 - $80.94 $81,197 - $91,866	-1,135 Reduced 3.6%	30,398 $2.43 Million
Q1 2021 May 07, 2021	SELL	$70.7 - $86.87 $18,028 - $22,151	-255 Reduced 0.8%	31,533 $2.38 Million
Q4 2020 Feb 11, 2021	BUY	$70.29 - $77.75 $1.66 Million - $1.83 Million	23,592 Added 287.85%	31,788 $2.45 Million
Q3 2020 Oct 30, 2020	BUY	$61.56 - $73.93 $123 - $147	2 Added 0.02%	8,196 $2.28 Million
Q4 2019 Jan 30, 2020	BUY	$55.52 - $60.68 $1,388 - $1,517	25 Added 0.31%	8,194 $1.98 Million
Q3 2019 Nov 12, 2019	SELL	$51.01 - $58.25 $20,404 - $23,300	-400 Reduced 4.67%	8,169 $1.9 Million
Q2 2019 Aug 13, 2019	SELL	$46.97 - $52.05 $3,522 - $3,903	-75 Reduced 0.87%	8,569 $1.76 Million
Q4 2018 Feb 13, 2019	SELL	$41.75 - $45.74 $44,213 - $48,438	-1,059 Reduced 10.91%	8,644 $1.5 Million
Q2 2018 Aug 13, 2018	SELL	$38.85 - $42.02 $9,712 - $10,505	-250 Reduced 2.51%	9,703 $1.62 Million
Q1 2018 May 09, 2018	SELL	$36.32 - $40.83 $12,203 - $13,718	-336 Reduced 3.27%	9,953 $1.63 Million
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $110,070 - $119,430	3,000 Added 41.16%	10,289 $1.61 Million
Q3 2017 Nov 13, 2017	BUY	$36.52 - $37.85 $38,674 - $40,083	1,059 Added 17.0%	7,289 $1.07 Million
Q2 2017 Aug 11, 2017	BUY	N/A	6,230	6,230 $873,000

Others Institutions Holding NEE

# of Institutions

2,674

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 $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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Clifford Swan Investment Counsel LLC Nextera Energy Inc Transaction History