A detailed history of Concentric Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,596 shares of NEE stock, worth $278,186. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,596
Previous 3,612 0.44%
Holding current value
$278,186
Previous $255,000 18.82%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$69.9 - $84.97 $1,118 - $1,359
-16 Reduced 0.44%
3,596 $303,000
Q2 2024

Aug 13, 2024

SELL
$61.7 - $80.02 $987 - $1,280
-16 Reduced 0.44%
3,612 $255,000
Q1 2024

May 08, 2024

BUY
$54.97 - $63.91 $199,431 - $231,865
3,628 New
3,628 $231,000
Q2 2023

Aug 08, 2023

SELL
$72.69 - $79.04 $23,624 - $25,688
-325 Reduced 8.73%
3,396 $251,000
Q1 2023

May 10, 2023

SELL
$69.87 - $85.74 $1,746 - $2,143
-25 Reduced 0.67%
3,721 $286,000
Q4 2022

Feb 10, 2023

SELL
$70.64 - $87.15 $17,660 - $21,787
-250 Reduced 6.26%
3,746 $313,000
Q3 2021

Nov 12, 2021

SELL
$74.19 - $86.48 $29,676 - $34,592
-400 Reduced 9.1%
3,996 $314,000
Q1 2021

May 14, 2021

BUY
$70.7 - $86.87 $39,309 - $48,299
556 Added 14.48%
4,396 $332,000
Q4 2020

Feb 10, 2021

BUY
$70.29 - $77.75 $204,262 - $225,941
2,906 Added 311.13%
3,840 $296,000
Q3 2020

Nov 12, 2020

BUY
$61.56 - $73.93 $4,678 - $5,618
76 Added 8.86%
934 $259,000
Q4 2019

Feb 10, 2020

SELL
$55.52 - $60.68 $2,220 - $2,427
-40 Reduced 4.45%
858 $208,000
Q3 2019

Nov 06, 2019

SELL
$51.01 - $58.25 $5,101 - $5,825
-100 Reduced 10.02%
898 $209,000
Q2 2019

Aug 05, 2019

BUY
$46.97 - $52.05 $46,876 - $51,945
998 New
998 $204,000

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 $152B
  • 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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