A detailed history of Ep Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,057,005 shares of NEE stock, worth $81.5 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
1,057,005
Previous 1,161,258 8.98%
Holding current value
$81.5 Million
Previous $82.2 Million 8.66%
% of portfolio
0.79%
Previous 0.89%

Shares

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

Nov 14, 2024

SELL
$69.9 - $84.97 $7.29 Million - $8.86 Million
-104,253 Reduced 8.98%
1,057,005 $89.3 Million
Q2 2024

Aug 19, 2024

SELL
$61.7 - $80.02 $3.01 Million - $3.9 Million
-48,708 Reduced 4.03%
1,161,258 $82.2 Million
Q1 2024

May 14, 2024

BUY
$54.97 - $63.91 $835,489 - $971,368
15,199 Added 1.27%
1,209,966 $77.3 Million
Q4 2023

Feb 28, 2024

SELL
$49.32 - $62.78 $1.09 Million - $1.39 Million
-22,140 Reduced 1.82%
1,194,767 $72.6 Million
Q3 2023

Nov 22, 2023

BUY
$57.08 - $75.9 $69.1 Million - $91.9 Million
1,211,123 Added 20939.19%
1,216,907 $69.7 Million
Q2 2023

Aug 14, 2023

SELL
$72.69 - $79.04 $472 Million - $513 Million
-6,490,462 Reduced 99.91%
5,784 $429,000
Q1 2023

Jun 05, 2023

BUY
$69.87 - $85.74 $449 Million - $551 Million
6,426,887 Added 9266.12%
6,496,246 $501 Million
Q4 2022

Jun 12, 2023

SELL
$70.64 - $87.15 $454 Million - $560 Million
-6,427,979 Reduced 98.95%
68,267 $5.71 Million
Q3 2022

Dec 02, 2022

BUY
$54.18 - $90.81 $2.27 Million - $3.81 Million
41,925 Added 152.82%
69,359 $5.44 Million
Q2 2022

Aug 11, 2022

BUY
$68.51 - $87.08 $155,791 - $198,019
2,274 Added 9.04%
27,434 $2.13 Million
Q1 2022

May 20, 2022

SELL
$72.32 - $91.66 $94,739 - $120,074
-1,310 Reduced 4.95%
25,160 $2.13 Million
Q4 2021

Feb 17, 2022

BUY
$77.83 - $93.36 $33,077 - $39,678
425 Added 1.63%
26,470 $2.47 Million
Q3 2021

Nov 23, 2021

BUY
$74.19 - $86.48 $1.3 Million - $1.51 Million
17,477 Added 203.98%
26,045 $2.05 Million
Q3 2021

Nov 16, 2021

SELL
$74.19 - $86.48 $1.18 Million - $1.37 Million
-15,888 Reduced 64.97%
8,568 $2.05 Million
Q2 2021

Aug 24, 2021

BUY
$71.54 - $80.94 $472,450 - $534,527
6,604 Added 36.99%
24,456 $1.79 Million
Q1 2021

May 17, 2021

BUY
$70.7 - $86.87 $31,602 - $38,830
447 Added 2.57%
17,852 $1.35 Million
Q4 2020

Feb 18, 2021

BUY
$70.29 - $77.75 $906,741 - $1 Million
12,900 Added 286.35%
17,405 $1.34 Million
Q3 2020

Nov 17, 2020

BUY
$61.56 - $73.93 $10,526 - $12,642
171 Added 3.95%
4,505 $1.25 Million
Q2 2020

Aug 14, 2020

SELL
$54.56 - $65.12 $28,807 - $34,383
-528 Reduced 10.86%
4,334 $1.04 Million
Q1 2020

May 18, 2020

BUY
$45.42 - $70.56 $43,512 - $67,596
958 Added 24.54%
4,862 $1.17 Million
Q4 2019

Feb 14, 2020

BUY
$55.52 - $60.68 $130,916 - $143,083
2,358 Added 152.52%
3,904 $945,000
Q3 2019

Nov 18, 2019

BUY
$51.01 - $58.25 $1,122 - $1,281
22 Added 1.44%
1,546 $360,000
Q2 2019

Aug 27, 2019

SELL
$46.97 - $52.05 $563 - $624
-12 Reduced 0.78%
1,524 $312,000
Q1 2019

May 20, 2019

SELL
$42.35 - $48.75 $11,476 - $13,211
-271 Reduced 15.0%
1,536 $297,000
Q4 2018

Feb 19, 2019

BUY
$41.75 - $45.74 $6,638 - $7,272
159 Added 9.65%
1,807 $314,000
Q3 2018

Nov 15, 2018

BUY
$41.11 - $43.79 $13,771 - $14,669
335 Added 25.51%
1,648 $276,000
Q2 2018

Aug 14, 2018

BUY
$38.85 - $42.02 $660 - $714
17 Added 1.31%
1,313 $219,000
Q1 2018

May 15, 2018

SELL
$36.32 - $40.83 $7,227 - $8,125
-199 Reduced 13.31%
1,296 $212,000
Q4 2017

Feb 15, 2018

BUY
$36.69 - $39.81 $3,852 - $4,180
105 Added 7.55%
1,495 $233,000
Q3 2017

Nov 15, 2017

BUY
$36.52 - $37.85 $50,762 - $52,611
1,390
1,390 $204,000

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 $151B
  • 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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