A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 8,539 shares of NEE stock, worth $611,990. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,539
Previous 8,539 -0.0%
Holding current value
$611,990
Previous $604,000 19.37%
% of portfolio
0.18%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$54.97 - $63.91 $60,851 - $70,748
-1,107 Reduced 11.48%
8,539 $545,000
Q4 2023

Jan 18, 2024

BUY
$49.32 - $62.78 $58,345 - $74,268
1,183 Added 13.98%
9,646 $585,000
Q3 2023

Oct 19, 2023

BUY
$57.08 - $75.9 $225,066 - $299,273
3,943 Added 87.23%
8,463 $484,000
Q4 2022

Jan 27, 2023

SELL
$70.64 - $87.15 $1,200 - $1,481
-17 Reduced 0.37%
4,520 $377,000
Q3 2022

Oct 28, 2022

BUY
$54.18 - $90.81 $921 - $1,543
17 Added 0.38%
4,537 $356,000
Q1 2022

Apr 15, 2022

SELL
$72.32 - $91.66 $4,339 - $5,499
-60 Reduced 1.31%
4,520 $383,000
Q2 2021

Jul 15, 2021

BUY
$71.54 - $80.94 $4,292 - $4,856
60 Added 1.33%
4,580 $336,000
Q4 2020

Jan 22, 2021

BUY
$70.29 - $77.75 $317,710 - $351,430
4,520 New
4,520 $349,000

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 $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...
More about NEE
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