A detailed history of Everhart Financial Group, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 13,712 shares of NEE stock, worth $1.06 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,712
Previous 11,802 16.18%
Holding current value
$1.06 Million
Previous $835,000 38.8%
% of portfolio
0.26%
Previous 0.22%

Shares

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

Nov 04, 2024

BUY
$69.9 - $84.97 $133,509 - $162,292
1,910 Added 16.18%
13,712 $1.16 Million
Q2 2024

Jul 24, 2024

BUY
$61.7 - $80.02 $290,668 - $376,974
4,711 Added 66.44%
11,802 $835,000
Q1 2024

May 13, 2024

BUY
$54.97 - $63.91 $123,737 - $143,861
2,251 Added 46.51%
7,091 $453,000
Q4 2023

Jan 12, 2024

BUY
$49.32 - $62.78 $17,903 - $22,789
363 Added 8.11%
4,840 $293,000
Q3 2023

Oct 25, 2023

SELL
$57.08 - $75.9 $285,342 - $379,424
-4,999 Reduced 52.75%
4,477 $256,000
Q2 2023

Jul 13, 2023

BUY
$72.69 - $79.04 $12,357 - $13,436
170 Added 1.83%
9,476 $703,000
Q1 2023

Apr 25, 2023

SELL
$69.87 - $85.74 $104,246 - $127,924
-1,492 Reduced 13.82%
9,306 $717,000
Q4 2022

Feb 09, 2023

BUY
$70.64 - $87.15 $88,370 - $109,024
1,251 Added 13.1%
10,798 $902,000
Q3 2022

Oct 12, 2022

BUY
$54.18 - $90.81 $58,676 - $98,347
1,083 Added 12.8%
9,547 $748,000
Q2 2022

Jul 12, 2022

BUY
$68.51 - $87.08 $89,474 - $113,726
1,306 Added 18.25%
8,464 $656,000
Q1 2022

Apr 18, 2022

BUY
$72.32 - $91.66 $106,093 - $134,465
1,467 Added 25.78%
7,158 $606,000
Q4 2021

Jan 21, 2022

BUY
$77.83 - $93.36 $228,197 - $273,731
2,932 Added 106.27%
5,691 $531,000
Q3 2021

Oct 13, 2021

SELL
$74.19 - $86.48 $49,113 - $57,249
-662 Reduced 19.35%
2,759 $217,000
Q2 2021

Jul 16, 2021

SELL
$71.54 - $80.94 $16,168 - $18,292
-226 Reduced 6.2%
3,421 $251,000
Q1 2021

Apr 13, 2021

BUY
$70.7 - $86.87 $8,342 - $10,250
118 Added 3.34%
3,647 $276,000
Q4 2020

Mar 26, 2021

BUY
$70.29 - $77.75 $248,053 - $274,379
3,529 New
3,529 $272,000

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 $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
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.