A detailed history of Forvis Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 34,380 shares of NEE stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,380
Previous 34,217 0.48%
Holding current value
$2.64 Million
Previous $2.42 Million 19.98%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$69.9 - $84.97 $11,393 - $13,850
163 Added 0.48%
34,380 $2.91 Million
Q2 2024

Aug 09, 2024

SELL
$61.7 - $80.02 $316,335 - $410,262
-5,127 Reduced 13.03%
34,217 $2.42 Million
Q1 2024

Apr 19, 2024

BUY
$54.97 - $63.91 $560,419 - $651,562
10,195 Added 34.98%
39,344 $2.51 Million
Q4 2023

Jan 11, 2024

SELL
$49.32 - $62.78 $89,614 - $114,071
-1,817 Reduced 5.87%
29,149 $1.77 Million
Q3 2023

Oct 25, 2023

BUY
$57.08 - $75.9 $27,341 - $36,356
479 Added 1.57%
30,966 $1.77 Million
Q2 2023

Aug 08, 2023

SELL
$72.69 - $79.04 $872 - $948
-12 Reduced 0.04%
30,487 $2.26 Million
Q1 2023

Apr 26, 2023

SELL
$69.87 - $85.74 $13,275 - $16,290
-190 Reduced 0.62%
30,499 $2.35 Million
Q4 2022

Feb 02, 2023

BUY
$70.64 - $87.15 $27,620 - $34,075
391 Added 1.29%
30,689 $2.57 Million
Q3 2022

Oct 13, 2022

SELL
$54.18 - $90.81 $4,659 - $7,809
-86 Reduced 0.28%
30,298 $2.38 Million
Q2 2022

Jul 22, 2022

BUY
$68.51 - $87.08 $1.21 Million - $1.53 Million
17,601 Added 137.69%
30,384 $2.35 Million
Q1 2022

May 10, 2022

SELL
$72.32 - $91.66 $94,088 - $119,249
-1,301 Reduced 9.24%
12,783 $1.08 Million
Q4 2021

Jan 14, 2022

BUY
$77.83 - $93.36 $9,417 - $11,296
121 Added 0.87%
14,084 $1.32 Million
Q3 2021

Oct 14, 2021

BUY
$74.19 - $86.48 $498,556 - $581,145
6,720 Added 92.78%
13,963 $1.1 Million
Q2 2021

Jul 14, 2021

SELL
$71.54 - $80.94 $86,348 - $97,694
-1,207 Reduced 14.28%
7,243 $531,000
Q1 2021

Apr 23, 2021

SELL
$70.7 - $86.87 $876,680 - $1.08 Million
-12,400 Reduced 59.47%
8,450 $639,000
Q4 2020

Jan 22, 2021

BUY
$70.29 - $77.75 $1.13 Million - $1.25 Million
16,106 Added 339.5%
20,850 $1.61 Million
Q3 2020

Nov 05, 2020

BUY
$61.56 - $73.93 $6,217 - $7,466
101 Added 2.18%
4,744 $1.32 Million
Q2 2020

Jul 15, 2020

BUY
$54.56 - $65.12 $3,109 - $3,711
57 Added 1.24%
4,643 $1.12 Million
Q1 2020

Apr 10, 2020

BUY
$45.42 - $70.56 $12,990 - $20,180
286 Added 6.65%
4,586 $1.1 Million
Q4 2019

Jan 13, 2020

BUY
$55.52 - $60.68 $101,046 - $110,437
1,820 Added 73.39%
4,300 $1.04 Million
Q3 2019

Oct 29, 2019

BUY
$51.01 - $58.25 $46,317 - $52,891
908 Added 57.76%
2,480 $578,000
Q2 2019

Jul 10, 2019

SELL
$46.97 - $52.05 $185,484 - $205,545
-3,949 Reduced 71.53%
1,572 $322,000
Q1 2019

Apr 10, 2019

BUY
$42.35 - $48.75 $175,625 - $202,166
4,147 Added 301.82%
5,521 $1.07 Million
Q4 2018

Jan 15, 2019

SELL
$41.75 - $45.74 $1,419 - $1,555
-34 Reduced 2.41%
1,374 $239,000
Q3 2018

Oct 09, 2018

BUY
$41.11 - $43.79 $2,836 - $3,021
69 Added 5.15%
1,408 $236,000
Q2 2018

Jul 13, 2018

BUY
$38.85 - $42.02 $738 - $798
19 Added 1.44%
1,339 $224,000
Q1 2018

May 25, 2018

SELL
$36.32 - $40.83 $108 - $122
-3 Reduced 0.23%
1,320 $216,000
Q1 2018

Apr 20, 2018

SELL
$36.32 - $40.83 $18,668 - $20,986
-514 Reduced 27.98%
1,323 $215,000
Q4 2017

Jan 18, 2018

SELL
$36.69 - $39.81 $3,375 - $3,662
-92 Reduced 4.77%
1,837 $287,000
Q3 2017

Oct 13, 2017

BUY
$36.52 - $37.85 $70,447 - $73,012
1,929
1,929 $283,000

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 $151B
  • 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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.