Evermay Wealth Management LLC Nextera Energy Inc Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 24,071 shares of NEE stock, worth $1.86 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
24,071
Previous 25,179 4.4%
Holding current value
$1.86 Million
Previous $1.78 Million 14.14%
% of portfolio
0.33%
Previous 0.29%

Shares

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

Oct 25, 2024
SELL
$69.9 - $84.97 $77,449 - $94,146
-1,108 Reduced 4.4%
24,071 $2.03 Million
Q2 2024

Aug 01, 2024
BUY
$61.7 - $80.02 $181,706 - $235,658
2,945 Added 13.25%
25,179 $1.78 Million
Q1 2024

May 13, 2024
BUY
$54.97 - $63.91 $33,366 - $38,793
607 Added 2.81%
22,234 $1.42 Million
Q4 2023

Feb 09, 2024
SELL
$49.32 - $62.78 $97,653 - $124,304
-1,980 Reduced 8.39%
21,627 $1.31 Million
Q3 2023

Nov 13, 2023
SELL
$57.08 - $75.9 $18,436 - $24,515
-323 Reduced 1.35%
23,607 $1.35 Million
Q2 2023

Aug 10, 2023
SELL
$72.69 - $79.04 $237,987 - $258,776
-3,274 Reduced 12.03%
23,930 $1.78 Million
Q1 2023

May 15, 2023
SELL
$69.87 - $85.74 $4,052 - $4,972
-58 Reduced 0.21%
27,204 $2.1 Million
Q4 2022

Jan 19, 2023
BUY
$70.64 - $87.15 $29,598 - $36,515
419 Added 1.56%
27,262 $0
Q3 2022

Nov 14, 2022
SELL
$54.18 - $90.81 $45,186 - $75,735
-834 Reduced 3.01%
26,843 $2.11 Million
Q2 2022

Aug 15, 2022
SELL
$68.51 - $87.08 $68,510 - $87,080
-1,000 Reduced 3.49%
27,677 $2.14 Million
Q1 2022

May 16, 2022
BUY
$72.32 - $91.66 $36,883 - $46,746
510 Added 1.81%
28,677 $2.43 Million
Q4 2021

Feb 14, 2022
BUY
$77.83 - $93.36 $80,320 - $96,347
1,032 Added 3.8%
28,167 $2.63 Million
Q3 2021

Nov 12, 2021
SELL
$74.19 - $86.48 $37,465 - $43,672
-505 Reduced 1.83%
27,135 $2.13 Million
Q2 2021

Aug 13, 2021
SELL
$71.54 - $80.94 $65,816 - $74,464
-920 Reduced 3.22%
27,640 $2.03 Million
Q1 2021

May 10, 2021
SELL
$70.7 - $86.87 $30,542 - $37,527
-432 Reduced 1.49%
28,560 $2.16 Million
Q4 2020

Feb 16, 2021
BUY
$70.29 - $77.75 $1.52 Million - $1.68 Million
21,644 Added 294.56%
28,992 $2.24 Million
Q3 2020

Nov 05, 2020
SELL
$61.56 - $73.93 $3,016 - $3,622
-49 Reduced 0.66%
7,348 $2.04 Million
Q2 2020

Jul 20, 2020
BUY
$54.56 - $65.12 $2,182 - $2,604
40 Added 0.54%
7,397 $1.78 Million
Q1 2020

Apr 24, 2020
BUY
$45.42 - $70.56 $29,068 - $45,158
640 Added 9.53%
7,357 $1.77 Million
Q4 2019

Feb 11, 2020
BUY
$55.52 - $60.68 $20,320 - $22,208
366 Added 5.76%
6,717 $1.63 Million
Q3 2019

Oct 29, 2019
SELL
$51.01 - $58.25 $5,356 - $6,116
-105 Reduced 1.63%
6,351 $1.48 Million
Q2 2019

Jul 23, 2019
SELL
$46.97 - $52.05 $6,153 - $6,818
-131 Reduced 1.99%
6,456 $1.32 Million
Q1 2019

May 03, 2019
BUY
$42.35 - $48.75 $1,482 - $1,706
35 Added 0.53%
6,587 $1.27 Million
Q4 2018

Jan 24, 2019
BUY
$41.75 - $45.74 $57,448 - $62,938
1,376 Added 26.58%
6,552 $1.14 Million
Q3 2018

Oct 29, 2018
SELL
$41.11 - $43.79 $10,359 - $11,035
-252 Reduced 4.64%
5,176 $867,000
Q1 2018

May 04, 2018
SELL
$36.32 - $40.83 $60,000 - $67,451
-1,652 Reduced 23.33%
5,428 $887,000
Q4 2017

Feb 07, 2018
SELL
$36.69 - $39.81 $12,731 - $13,814
-347 Reduced 4.67%
7,080 $1.11 Million
Q3 2017

Oct 23, 2017
BUY
$36.52 - $37.85 $271,234 - $281,111
7,427
7,427 $1.09 Million

Others Institutions Holding NEE

# of Institutions
2,945
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
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 $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 Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email