Evercore Wealth Management, LLC Nextera Energy Inc Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 163,661 shares of NEE stock, worth $13.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
163,661
Previous 147,252 11.14%
Holding current value
$13.6 Million
Previous $10.4 Million 8.84%
% of portfolio
0.18%
Previous 0.17%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$64.11 - $75.0 $1.05 Million - $1.23 Million
16,409 Added 11.14%
163,661 $11.4 Million
Q1 2025

May 15, 2025
SELL
$66.96 - $76.16 $219,026 - $249,119
-3,271 Reduced 2.17%
147,252 $10.4 Million
Q4 2024

Feb 14, 2025
BUY
$69.77 - $85.43 $103,817 - $127,119
1,488 Added 1.0%
150,523 $10.8 Million
Q3 2024

Nov 14, 2024
BUY
$69.9 - $84.97 $111,560 - $135,612
1,596 Added 1.08%
149,035 $12.6 Million
Q2 2024

Aug 14, 2024
BUY
$61.7 - $80.02 $2.23 Million - $2.89 Million
36,089 Added 32.41%
147,439 $10.4 Million
Q1 2024

May 15, 2024
BUY
$54.97 - $63.91 $2.4 Million - $2.79 Million
43,733 Added 64.68%
111,350 $7.12 Million
Q4 2023

Feb 14, 2024
SELL
$49.32 - $62.78 $571,273 - $727,180
-11,583 Reduced 14.63%
67,617 $4.11 Million
Q3 2023

Nov 14, 2023
SELL
$57.08 - $75.9 $29,053 - $38,633
-509 Reduced 0.64%
79,200 $4.54 Million
Q2 2023

Aug 04, 2023
BUY
$72.69 - $79.04 $41,069 - $44,657
565 Added 0.71%
79,709 $5.91 Million
Q1 2023

May 15, 2023
SELL
$69.87 - $85.74 $53,660 - $65,848
-768 Reduced 0.96%
79,144 $6.1 Million
Q4 2022

Feb 14, 2023
BUY
$70.64 - $87.15 $244,273 - $301,364
3,458 Added 4.52%
79,912 $6.68 Million
Q3 2022

Nov 14, 2022
SELL
$54.18 - $90.81 $98,336 - $164,820
-1,815 Reduced 2.32%
76,454 $6 Million
Q2 2022

Aug 15, 2022
BUY
$68.51 - $87.08 $685,100 - $870,800
10,000 Added 14.65%
78,269 $6.06 Million
Q1 2022

May 16, 2022
SELL
$72.32 - $91.66 $86,783 - $109,992
-1,200 Reduced 1.73%
68,269 $5.78 Million
Q4 2021

Feb 14, 2022
SELL
$77.83 - $93.36 $331,166 - $397,246
-4,255 Reduced 5.77%
69,469 $6.49 Million
Q3 2021

Nov 15, 2021
SELL
$74.19 - $86.48 $139,477 - $162,582
-1,880 Reduced 2.49%
73,724 $5.79 Million
Q2 2021

Aug 16, 2021
SELL
$71.54 - $80.94 $64,958 - $73,493
-908 Reduced 1.19%
75,604 $5.54 Million
Q1 2021

May 17, 2021
BUY
$70.7 - $86.87 $101,949 - $125,266
1,442 Added 1.92%
76,512 $5.79 Million
Q4 2020

Feb 16, 2021
BUY
$70.29 - $77.75 $4.03 Million - $4.46 Million
57,381 Added 324.39%
75,070 $5.79 Million
Q3 2020

Nov 16, 2020
SELL
$61.56 - $73.93 $25,670 - $30,828
-417 Reduced 2.3%
17,689 $4.91 Million
Q2 2020

Aug 13, 2020
SELL
$54.56 - $65.12 $22,151 - $26,438
-406 Reduced 2.19%
18,106 $4.35 Million
Q1 2020

May 14, 2020
BUY
$45.42 - $70.56 $33,519 - $52,073
738 Added 4.15%
18,512 $4.46 Million
Q4 2019

Feb 13, 2020
BUY
$55.52 - $60.68 $19,820 - $21,662
357 Added 2.05%
17,774 $4.31 Million
Q3 2019

Nov 14, 2019
BUY
$51.01 - $58.25 $2,856 - $3,262
56 Added 0.32%
17,417 $4.06 Million
Q2 2019

Aug 13, 2019
BUY
$46.97 - $52.05 $62,329 - $69,070
1,327 Added 8.28%
17,361 $3.56 Million
Q1 2019

May 14, 2019
BUY
$42.35 - $48.75 $181,850 - $209,332
4,294 Added 36.58%
16,034 $3.1 Million
Q4 2018

Feb 13, 2019
SELL
$41.75 - $45.74 $9,560 - $10,474
-229 Reduced 1.91%
11,740 $2.04 Million
Q3 2018

Nov 13, 2018
SELL
$41.11 - $43.79 $100,390 - $106,935
-2,442 Reduced 16.95%
11,969 $2.01 Million
Q2 2018

Aug 14, 2018
BUY
$38.85 - $42.02 $39,627 - $42,860
1,020 Added 7.62%
14,411 $2.41 Million
Q1 2018

May 15, 2018
SELL
$36.32 - $40.83 $41,404 - $46,546
-1,140 Reduced 7.85%
13,391 $2.19 Million
Q4 2017

Feb 13, 2018
SELL
$36.69 - $39.81 $5,870 - $6,369
-160 Reduced 1.09%
14,531 $2.27 Million
Q3 2017

Nov 13, 2017
BUY
$36.52 - $37.85 $536,515 - $556,054
14,691
14,691 $2.15 Million

Others Institutions Holding NEE

# of Institutions
3,104
Shares Held
1.68B
Call Options Held
32M
Put Options Held
21.8M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $163B
  • 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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