Executive Wealth Management, LLC Nextera Energy Inc Transaction History

Executive Wealth Management, LLC

$1.09 Billion
Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 94,402 shares of NEE stock, worth $6.81 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

94,402

Previous 111,951 15.68%

Holding current value

$6.81 Million

Previous $6.8 Million 11.27%

% of portfolio

0.55%

Previous 0.67%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$54.97 - $63.91 $964,668 - $1.12 Million	-17,549 Reduced 15.68%	94,402 $6.03 Million
Q4 2023 Jan 26, 2024	BUY	$49.32 - $62.78 $614,971 - $782,803	12,469 Added 12.53%	111,951 $6.8 Million
Q3 2023 Nov 07, 2023	BUY	$57.08 - $75.9 $137,962 - $183,450	2,417 Added 2.49%	99,482 $5.7 Million
Q2 2023 Aug 02, 2023	BUY	$72.69 - $79.04 $1.16 Million - $1.26 Million	15,906 Added 19.6%	97,065 $7.2 Million
Q1 2023 May 11, 2023	BUY	$69.87 - $85.74 $198,221 - $243,244	2,837 Added 3.62%	81,159 $6.26 Million

Q4 2022 Feb 13, 2023	BUY	$70.64 - $87.15 $5.11 Million - $6.3 Million	72,338 Added 1208.86%	78,322 $6.55 Million
Q3 2022 Nov 10, 2022	SELL	$54.18 - $90.81 $3.66 Million - $6.13 Million	-67,493 Reduced 91.86%	5,984 $5.98 Million
Q2 2022 Jul 26, 2022	SELL	$68.51 - $87.08 $508,412 - $646,220	-7,421 Reduced 9.17%	73,477 $5.69 Million
Q1 2022 Apr 13, 2022	BUY	$72.32 - $91.66 $1.14 Million - $1.45 Million	15,813 Added 24.3%	80,898 $6.85 Million
Q4 2021 Feb 03, 2022	BUY	$77.83 - $93.36 $170,136 - $204,084	2,186 Added 3.48%	65,085 $6.08 Million
Q3 2021 Oct 27, 2021	BUY	$74.19 - $86.48 $6,231 - $7,264	84 Added 0.13%	62,899 $4.94 Million
Q2 2021 Jul 26, 2021	BUY	$71.54 - $80.94 $293,814 - $332,420	4,107 Added 7.0%	62,815 $4.6 Million
Q1 2021 May 03, 2021	BUY	$70.7 - $86.87 $3.85 Million - $4.73 Million	54,478 Added 1287.9%	58,708 $4.44 Million
Q4 2020 Feb 04, 2021	BUY	$70.29 - $77.75 $237,791 - $263,028	3,383 Added 399.41%	4,230 $326,000
Q3 2020 Oct 23, 2020	BUY	$61.56 - $73.93 $61 - $73	1 Added 0.12%	847 $235,000
Q2 2020 Jul 27, 2020	BUY	$54.56 - $65.12 $46,157 - $55,091	846 New	846 $50,000
Q4 2019 Jan 23, 2020	SELL	$55.52 - $60.68 $83,724 - $91,505	-1,508 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$51.01 - $58.25 $4,641 - $5,300	91 Added 6.42%	1,508 $351,000
Q2 2019 Aug 01, 2019	BUY	$46.97 - $52.05 $234 - $260	5 Added 0.35%	1,417 $290,000
Q1 2019 May 02, 2019	SELL	$42.35 - $48.75 $8,342 - $9,603	-197 Reduced 12.24%	1,412 $273,000
Q4 2018 Feb 19, 2019	BUY	$41.75 - $45.74 $67,175 - $73,595	1,609 New	1,609 $280,000

Others Institutions Holding NEE

# of Institutions

2,674

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

View Full List

About NEXTERA ENERGY INC

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $142B
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...

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Executive Wealth Management, LLC Nextera Energy Inc Transaction History