A detailed history of Confluence Wealth Services, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,567 shares of NEE stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,567
Previous 18,908 8.77%
Holding current value
$1.56 Million
Previous $1.34 Million 29.9%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 29, 2024

BUY
$69.9 - $84.97 $115,964 - $140,965
1,659 Added 8.77%
20,567 $1.74 Million
Q2 2024

Jul 31, 2024

BUY
$61.7 - $80.02 $527,288 - $683,850
8,546 Added 82.47%
18,908 $1.34 Million
Q1 2024

Apr 22, 2024

BUY
$54.97 - $63.91 $64,314 - $74,774
1,170 Added 12.73%
10,362 $662,000
Q4 2023

Jan 25, 2024

SELL
$49.32 - $62.78 $42,563 - $54,179
-863 Reduced 8.58%
9,192 $558,000
Q3 2023

Nov 01, 2023

BUY
$57.08 - $75.9 $11,758 - $15,635
206 Added 2.09%
10,055 $576,000
Q2 2023

Aug 01, 2023

BUY
$72.69 - $79.04 $96,386 - $104,807
1,326 Added 15.56%
9,849 $730,000
Q1 2023

May 11, 2023

BUY
$69.87 - $85.74 $16,489 - $20,234
236 Added 2.85%
8,523 $656,000
Q3 2022

Nov 08, 2022

SELL
$54.18 - $90.81 $145,906 - $244,551
-2,693 Reduced 24.53%
8,287 $649,000
Q2 2022

Aug 15, 2022

BUY
$68.51 - $87.08 $424,693 - $539,808
6,199 Added 129.66%
10,980 $981,000
Q1 2022

Apr 26, 2022

BUY
$72.32 - $91.66 $1,374 - $1,741
19 Added 0.4%
4,781 $404,000
Q4 2021

Feb 10, 2022

BUY
$77.83 - $93.36 $370,626 - $444,580
4,762 New
4,762 $444,000

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 $149B
  • 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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