Financial & Tax Architects, LLC Nextera Energy Inc Transaction History

Financial & Tax Architects, LLC

$363 Billion
Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 96,587 shares of NEE stock, worth $6.84 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

96,587

Previous 86,679 11.43%

Holding current value

$6.84 Million

Previous $5.26 Billion 17.25%

% of portfolio

1.7%

Previous 1.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $544,642 - $633,220	9,908 Added 11.43%	96,587 $6.17 Billion
Q4 2023 Jan 25, 2024	BUY	$49.32 - $62.78 $545,923 - $694,911	11,069 Added 14.64%	86,679 $5.26 Billion
Q3 2023 Oct 19, 2023	BUY	$57.08 - $75.9 $548,595 - $729,474	9,611 Added 14.56%	75,610 $4.33 Billion
Q2 2023 Jul 25, 2023	BUY	$72.69 - $79.04 $206,003 - $223,999	2,834 Added 4.49%	65,999 $4.9 Billion
Q1 2023 Apr 26, 2023	BUY	$69.87 - $85.74 $319,166 - $391,660	4,568 Added 7.8%	63,165 $4.87 Billion

Q4 2022 Feb 09, 2023	BUY	$70.64 - $87.15 $4.14 Million - $5.11 Million	58,597 New	58,597 $4.79 Billion
Q3 2022 Aug 25, 2023	SELL	$54.18 - $90.81 $371,512 - $622,684	-6,857 Reduced 10.39%	59,142 $4.64 Billion
Q2 2022 Aug 25, 2023	BUY	$68.51 - $87.08 $683,318 - $868,535	9,974 Added 20.22%	59,302 $4.59 Billion
Q1 2022 Aug 25, 2023	SELL	$72.32 - $91.66 $1.21 Million - $1.53 Million	-16,671 Reduced 25.26%	49,328 $4.18 Billion
Q4 2021 Aug 25, 2023	BUY	$77.83 - $93.36 $160,874 - $192,975	2,067 Added 4.86%	44,566 $4.16 Billion
Q3 2021 Aug 25, 2023	BUY	$74.19 - $86.48 $276,506 - $322,310	3,727 Added 9.61%	42,499 $3.34 Billion
Q2 2021 Aug 25, 2023	BUY	$71.54 - $80.94 $554,792 - $627,689	7,755 Added 25.0%	38,772 $2.84 Billion
Q1 2021 Aug 25, 2023	SELL	$70.7 - $86.87 $2.47 Million - $3.04 Million	-34,982 Reduced 53.0%	31,017 $2.35 Billion

Others Institutions Holding NEE

# of Institutions

2,668

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 $139B
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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Financial & Tax Architects, LLC Nextera Energy Inc Transaction History