A detailed history of Forum Financial Management, LP transactions in Nextera Energy Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 6,792 shares of NEE stock, worth $518,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,792
Previous 6,574 3.32%
Holding current value
$518,840
Previous $465,000 23.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$69.9 - $84.97 $15,238 - $18,523
218 Added 3.32%
6,792 $574,000
Q2 2024

Jul 30, 2024

BUY
$61.7 - $80.02 $11,661 - $15,123
189 Added 2.96%
6,574 $465,000
Q1 2024

May 09, 2024

BUY
$54.97 - $63.91 $30,893 - $35,917
562 Added 9.65%
6,385 $408,000
Q4 2023

Feb 07, 2024

SELL
$49.32 - $62.78 $21,355 - $27,183
-433 Reduced 6.92%
5,823 $353,000
Q3 2023

Nov 03, 2023

SELL
$57.08 - $75.9 $16,496 - $21,935
-289 Reduced 4.42%
6,256 $358,000
Q2 2023

Jul 26, 2023

BUY
$72.69 - $79.04 $15,628 - $16,993
215 Added 3.4%
6,545 $485,000
Q1 2023

Apr 19, 2023

BUY
$69.87 - $85.74 $131,914 - $161,877
1,888 Added 42.5%
6,330 $487,000
Q4 2022

Jan 24, 2023

BUY
$70.64 - $87.15 $1,554 - $1,917
22 Added 0.5%
4,442 $0
Q3 2022

Nov 07, 2022

SELL
$54.18 - $90.81 $1,679 - $2,815
-31 Reduced 0.7%
4,420 $347,000
Q2 2022

Aug 15, 2022

BUY
$68.51 - $87.08 $64,810 - $82,377
946 Added 26.99%
4,451 $345,000
Q1 2022

May 16, 2022

SELL
$72.32 - $91.66 $3,543 - $4,491
-49 Reduced 1.38%
3,505 $296,000
Q4 2021

Feb 18, 2022

BUY
$77.83 - $93.36 $276,607 - $331,801
3,554 New
3,554 $332,000

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 $150B
  • 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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