Cliftonlarsonallen Wealth Advisors, LLC Nextera Energy Inc Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 37,300 shares of NEE stock, worth $2.85 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

37,300

Previous 34,115 9.34%

Holding current value

$2.85 Million

Previous $2.42 Million 30.52%

% of portfolio

0.07%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$69.9 - $84.97 $222,631 - $270,629	3,185 Added 9.34%	37,300 $3.15 Million
Q2 2024 Jul 11, 2024	BUY	$61.7 - $80.02 $230,264 - $298,634	3,732 Added 12.28%	34,115 $2.42 Million
Q1 2024 May 02, 2024	SELL	$54.97 - $63.91 $221,199 - $257,173	-4,024 Reduced 11.7%	30,383 $1.94 Million
Q4 2023 Jan 16, 2024	BUY	$49.32 - $62.78 $201,077 - $255,954	4,077 Added 13.44%	34,407 $2.09 Million
Q3 2023 Oct 13, 2023	SELL	$57.08 - $75.9 $29,909 - $39,771	-524 Reduced 1.7%	30,330 $1.74 Million
Q2 2023 Jul 14, 2023	SELL	$72.69 - $79.04 $287,488 - $312,603	-3,955 Reduced 11.36%	30,854 $2.29 Million
Q1 2023 Apr 12, 2023	BUY	$69.87 - $85.74 $262,082 - $321,610	3,751 Added 12.08%	34,809 $2.68 Million
Q4 2022 Jan 19, 2023	BUY	$70.64 - $87.15 $75,867 - $93,599	1,074 Added 3.58%	31,058 $0
Q3 2022 Oct 12, 2022	BUY	$54.18 - $90.81 $43,018 - $72,103	794 Added 2.72%	29,984 $2.35 Million
Q2 2022 Jul 08, 2022	BUY	$68.51 - $87.08 $8,152 - $10,362	119 Added 0.41%	29,190 $2.26 Million
Q1 2022 Apr 27, 2022	SELL	$72.32 - $91.66 $178,775 - $226,583	-2,472 Reduced 7.84%	29,071 $2.46 Million
Q4 2021 Jan 26, 2022	BUY	$77.83 - $93.36 $96,120 - $115,299	1,235 Added 4.07%	31,543 $2.95 Million
Q3 2021 Nov 02, 2021	BUY	$74.19 - $86.48 $2.25 Million - $2.62 Million	30,308 New	30,308 $2.38 Million
Q3 2021 Oct 14, 2021	SELL	$74.19 - $86.48 $2.29 Million - $2.66 Million	-30,800 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$71.54 - $80.94 $3,505 - $3,966	49 Added 0.16%	30,800 $2.26 Million
Q1 2021 May 24, 2021	BUY	$70.7 - $86.87 $851,440 - $1.05 Million	12,043 Added 64.37%	30,751 $2.33 Million
Q4 2020 Jan 14, 2021	BUY	$70.29 - $77.75 $1.31 Million - $1.45 Million	18,708 New	18,708 $1.44 Million
Q1 2019 Apr 09, 2019	SELL	$42.35 - $48.75 $453,399 - $521,917	-10,706 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	$41.75 - $45.74 $835 - $914	20 Added 0.19%	10,706 $1.86 Million
Q3 2018 Nov 05, 2018	SELL	$41.11 - $43.79 $1.53 Million - $1.63 Million	-37,259 Reduced 77.71%	10,686 $1.79 Million
Q2 2018 Jul 23, 2018	BUY	$38.85 - $42.02 $1.46 Million - $1.57 Million	37,470 Added 357.71%	47,945 $8.01 Million
Q1 2018 Apr 26, 2018	BUY	$36.32 - $40.83 $980 - $1,102	27 Added 0.26%	10,475 $1.71 Million
Q4 2017 Jan 31, 2018	BUY	$36.69 - $39.81 $5,026 - $5,453	137 Added 1.33%	10,448 $1.63 Million
Q3 2017 Nov 06, 2017	BUY	$36.52 - $37.85 $376,557 - $390,271	10,311	10,311 $1.51 Million

Others Institutions Holding NEE

# of Institutions

2,944

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $150B
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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Cliftonlarsonallen Wealth Advisors, LLC Nextera Energy Inc Transaction History