A detailed history of Congress Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 313,101 shares of NEE stock, worth $24.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
313,101
Previous 226,639 38.15%
Holding current value
$24.2 Million
Previous $16 Million 64.92%
% of portfolio
0.37%
Previous 0.26%

Shares

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

Nov 12, 2024

BUY
$69.9 - $84.97 $6.04 Million - $7.35 Million
86,462 Added 38.15%
313,101 $26.5 Million
Q2 2024

Aug 13, 2024

BUY
$61.7 - $80.02 $2.95 Million - $3.83 Million
47,874 Added 26.78%
226,639 $16 Million
Q1 2024

Apr 18, 2024

BUY
$54.97 - $63.91 $102,628 - $119,319
1,867 Added 1.06%
178,765 $11.4 Million
Q4 2023

Feb 09, 2024

BUY
$49.32 - $62.78 $140,562 - $178,923
2,850 Added 1.64%
176,898 $10.7 Million
Q3 2023

Oct 30, 2023

BUY
$57.08 - $75.9 $218,844 - $291,000
3,834 Added 2.25%
174,048 $9.97 Million
Q2 2023

Jul 13, 2023

BUY
$72.69 - $79.04 $92,679 - $100,776
1,275 Added 0.75%
170,214 $12.6 Million
Q1 2023

Apr 14, 2023

BUY
$69.87 - $85.74 $274,658 - $337,043
3,931 Added 2.38%
168,939 $13 Million
Q4 2022

Feb 02, 2023

BUY
$70.64 - $87.15 $170,948 - $210,903
2,420 Added 1.49%
165,008 $13.8 Million
Q3 2022

Nov 08, 2022

BUY
$54.18 - $90.81 $144,823 - $242,735
2,673 Added 1.67%
162,588 $12.7 Million
Q2 2022

Aug 11, 2022

SELL
$68.51 - $87.08 $65,084 - $82,726
-950 Reduced 0.59%
159,915 $12.4 Million
Q1 2022

May 16, 2022

SELL
$72.32 - $91.66 $654,351 - $829,339
-9,048 Reduced 5.33%
160,865 $13.6 Million
Q4 2021

Feb 04, 2022

BUY
$77.83 - $93.36 $13.2 Million - $15.9 Million
169,913 New
169,913 $15.9 Million

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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