Donaldson Capital Management, LLC Nextera Energy Inc Transaction History

Donaldson Capital Management, LLC

$2.57 Billion
Q4 2024

A detailed history of Donaldson Capital Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 159,007 shares of NEE stock, worth $11.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

159,007

Previous 685,721 76.81%

Holding current value

$11.2 Million

Previous $58 Million 80.33%

% of portfolio

0.44%

Previous 2.24%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$69.77 - $85.43 $36.7 Million - $45 Million	-526,714 Reduced 76.81%	159,007 $11.4 Million
Q3 2024 Oct 29, 2024	BUY	$69.9 - $84.97 $500,763 - $608,725	7,164 Added 1.06%	685,721 $58 Million
Q2 2024 Jul 31, 2024	SELL	$61.7 - $80.02 $465,341 - $603,510	-7,542 Reduced 1.1%	678,557 $48 Million
Q1 2024 Apr 22, 2024	BUY	$54.97 - $63.91 $803,496 - $934,172	14,617 Added 2.18%	686,099 $43.8 Million
Q4 2023 Jan 30, 2024	SELL	$49.32 - $62.78 $926,377 - $1.18 Million	-18,783 Reduced 2.72%	671,482 $40.8 Million
Q3 2023 Oct 11, 2023	SELL	$57.08 - $75.9 $2.75 Million - $3.66 Million	-48,222 Reduced 6.53%	690,265 $39.5 Million
Q2 2023 Jul 17, 2023	BUY	$72.69 - $79.04 $449,805 - $489,099	6,188 Added 0.85%	738,487 $54.8 Million
Q1 2023 Apr 13, 2023	SELL	$69.87 - $85.74 $9.03 Million - $11.1 Million	-129,170 Reduced 14.99%	732,299 $56.4 Million
Q4 2022 Feb 08, 2023	BUY	$70.64 - $87.15 $1.15 Million - $1.42 Million	16,281 Added 1.93%	861,469 $72 Million
Q3 2022 Oct 13, 2022	BUY	$54.18 - $90.81 $638,511 - $1.07 Million	11,785 Added 1.41%	845,188 $66.3 Million
Q2 2022 Aug 11, 2022	BUY	$68.51 - $87.08 $2.83 Million - $3.59 Million	41,256 Added 5.21%	833,403 $64.6 Million
Q1 2022 May 13, 2022	BUY	$72.32 - $91.66 $8.05 Million - $10.2 Million	111,322 Added 16.35%	792,147 $67.1 Million
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $1.34 Million - $1.61 Million	17,208 Added 2.59%	680,825 $63.6 Million
Q3 2021 Nov 04, 2021	BUY	$74.19 - $86.48 $1.04 Million - $1.21 Million	13,980 Added 2.15%	663,617 $52.1 Million
Q2 2021 Jul 28, 2021	SELL	$71.54 - $80.94 $2.38 Million - $2.69 Million	-33,285 Reduced 4.87%	649,637 $47.6 Million
Q1 2021 May 05, 2021	SELL	$70.7 - $86.87 $2.01 Million - $2.47 Million	-28,478 Reduced 4.0%	682,922 $51.6 Million
Q4 2020 Jan 11, 2021	BUY	$70.29 - $77.75 $37.5 Million - $41.5 Million	533,616 Added 300.15%	711,400 $54.9 Million
Q3 2020 Nov 02, 2020	SELL	$61.56 - $73.93 $42,968 - $51,603	-698 Reduced 0.39%	177,784 $12.3 Million
Q2 2020 Jul 27, 2020	BUY	$54.56 - $65.12 $68,636 - $81,920	1,258 Added 0.71%	178,482 $42.9 Million
Q1 2020 Apr 16, 2020	BUY	$45.42 - $70.56 $507,977 - $789,143	11,184 Added 6.74%	177,224 $42.6 Million
Q4 2019 Jan 14, 2020	BUY	$55.52 - $60.68 $40,029 - $43,750	721 Added 0.44%	166,040 $40.2 Million
Q3 2019 Nov 04, 2019	BUY	$51.01 - $58.25 $14,894 - $17,009	292 Added 0.18%	165,319 $38.5 Million
Q2 2019 Aug 12, 2019	BUY	$46.97 - $52.05 $58,477 - $64,802	1,245 Added 0.76%	165,027 $33.8 Million
Q1 2019 Apr 01, 2019	BUY	$42.35 - $48.75 $160,633 - $184,908	3,793 Added 2.37%	163,782 $31.7 Million
Q4 2018 Feb 08, 2019	BUY	$41.75 - $45.74 $85,128 - $93,263	2,039 Added 1.29%	159,989 $27.8 Million
Q3 2018 Nov 06, 2018	BUY	$41.11 - $43.79 $127,399 - $135,705	3,099 Added 2.0%	157,950 $26.5 Million
Q2 2018 Aug 07, 2018	SELL	$38.85 - $42.02 $314,374 - $340,025	-8,092 Reduced 4.97%	154,851 $25.9 Million
Q1 2018 Apr 30, 2018	SELL	$36.32 - $40.83 $2.27 Million - $2.55 Million	-62,431 Reduced 27.7%	162,943 $26.6 Million
Q4 2017 Jan 30, 2018	BUY	$36.69 - $39.81 $8.08 Million - $8.77 Million	220,183 Added 4241.63%	225,374 $35.2 Million
Q4 2017 Jan 26, 2018	SELL	$36.69 - $39.81 $8.06 Million - $8.75 Million	-219,726 Reduced 97.69%	5,191 $811,000
Q3 2017 Nov 08, 2017	BUY	$36.52 - $37.85 $8.21 Million - $8.51 Million	224,917	224,917 $33 Million

Others Institutions Holding NEE

# of Institutions

3,052

Shares Held

1.67B

Call Options Held

25.6M

Put Options Held

20M

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 $138B
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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Donaldson Capital Management, LLC Nextera Energy Inc Transaction History