Concord Wealth Partners Nextera Energy Inc Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Nextera Energy Inc stock. As of the latest transaction made, Concord Wealth Partners holds 42,560 shares of NEE stock, worth $3.05 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

42,560

Previous 36,085 17.94%

Holding current value

$3.05 Million

Previous $2.56 Million 40.78%

% of portfolio

0.61%

Previous 0.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$69.9 - $84.97 $452,602 - $550,180	6,475 Added 17.94%	42,560 $3.6 Million
Q2 2024 Jul 31, 2024	BUY	$61.7 - $80.02 $77,433 - $100,425	1,255 Added 3.6%	36,085 $2.56 Million
Q1 2024 Apr 30, 2024	BUY	$54.97 - $63.91 $358,349 - $416,629	6,519 Added 23.03%	34,830 $2.23 Million
Q4 2023 Apr 30, 2024	BUY	$49.32 - $62.78 $191,805 - $244,151	3,889 Added 15.92%	28,311 $1.72 Million
Q4 2023 Feb 05, 2024	BUY	$49.32 - $62.78 $191,805 - $244,151	3,889 Added 15.92%	28,311 $1.72 Million
Q3 2023 Apr 30, 2024	SELL	$57.08 - $75.9 $221,984 - $295,175	-3,889 Reduced 13.74%	24,422 $1.4 Million
Q3 2023 Oct 25, 2023	BUY	$57.08 - $75.9 $608,872 - $809,625	10,667 Added 77.55%	24,422 $1.4 Million
Q2 2023 Aug 07, 2023	BUY	$72.69 - $79.04 $227,665 - $247,553	3,132 Added 29.48%	13,755 $1.02 Million
Q1 2023 Apr 26, 2023	BUY	$69.87 - $85.74 $411,534 - $505,008	5,890 Added 124.45%	10,623 $818,000
Q4 2022 Jan 27, 2023	SELL	$70.64 - $87.15 $116,414 - $143,623	-1,648 Reduced 25.83%	4,733 $395,000
Q3 2022 Nov 10, 2022	SELL	$54.18 - $90.81 $10,131 - $16,981	-187 Reduced 2.85%	6,381 $500,000
Q2 2022 Aug 04, 2022	SELL	$68.51 - $87.08 $9,454 - $12,017	-138 Reduced 2.06%	6,568 $509,000
Q1 2022 Apr 20, 2022	BUY	$72.32 - $91.66 $6,798 - $8,616	94 Added 1.42%	6,706 $568,000
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $272,405 - $326,760	3,500 Added 112.47%	6,612 $617,000
Q3 2021 Nov 09, 2021	SELL	$74.19 - $86.48 $124,490 - $145,113	-1,678 Reduced 35.03%	3,112 $244,000
Q2 2021 Jul 29, 2021	BUY	$71.54 - $80.94 $52,581 - $59,490	735 Added 18.13%	4,790 $351,000
Q1 2021 May 13, 2021	BUY	$70.7 - $86.87 $186,153 - $228,728	2,633 Added 185.16%	4,055 $307,000
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $99,952 - $110,560	1,422 New	1,422 $110,000

Others Institutions Holding NEE

# of Institutions

2,949

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 $141B
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...

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Concord Wealth Partners Nextera Energy Inc Transaction History