Geneos Wealth Management Inc. Nextera Energy Inc Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 143,754 shares of NEE stock, worth $12.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
143,754
Previous 116,358 23.54%
Holding current value
$12.2 Million
Previous $8.25 Million 20.99%
% of portfolio
0.25%
Previous 0.29%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$64.11 - $75.0 $1.76 Million - $2.05 Million
27,396 Added 23.54%
143,754 $9.98 Million
Q1 2025

May 21, 2025
SELL
$66.96 - $76.16 $2.4 Million - $2.73 Million
-35,883 Reduced 23.57%
116,358 $8.25 Million
Q1 2025

May 07, 2025
BUY
$66.96 - $76.16 $2.46 Million - $2.8 Million
36,763 Added 31.84%
152,241 $10.8 Million
Q4 2024

Jan 21, 2025
BUY
$69.77 - $85.43 $1.64 Million - $2.01 Million
23,528 Added 25.59%
115,478 $8.28 Million
Q3 2024

Nov 14, 2024
BUY
$69.9 - $84.97 $1.51 Million - $1.83 Million
21,566 Added 30.64%
91,950 $7.77 Million
Q2 2024

Jul 23, 2024
SELL
$61.7 - $80.02 $1.55 Million - $2.01 Million
-25,138 Reduced 26.32%
70,384 $4.98 Million
Q1 2024

May 03, 2024
BUY
$54.97 - $63.91 $4.9 Million - $5.7 Million
89,217 Added 1415.02%
95,522 $6.1 Million
Q4 2023

Jan 26, 2024
SELL
$49.32 - $62.78 $190,177 - $242,079
-3,856 Reduced 37.95%
6,305 $382,000
Q3 2023

Oct 11, 2023
BUY
$57.08 - $75.9 $49,431 - $65,729
866 Added 9.32%
10,161 $582,000
Q2 2023

Aug 08, 2023
BUY
$72.69 - $79.04 $275,858 - $299,956
3,795 Added 69.0%
9,295 $689,000
Q1 2023

Apr 25, 2023
SELL
$69.87 - $85.74 $79,791 - $97,915
-1,142 Reduced 17.19%
5,500 $423,000
Q4 2022

Jan 30, 2023
BUY
$70.64 - $87.15 $162,048 - $199,922
2,294 Added 52.76%
6,642 $555,000
Q3 2022

Nov 14, 2022
SELL
$54.18 - $90.81 $571,490 - $957,863
-10,548 Reduced 70.81%
4,348 $340,000
Q2 2022

Jul 22, 2022
SELL
$68.51 - $87.08 $181,414 - $230,587
-2,648 Reduced 15.09%
14,896 $1.15 Million
Q1 2022

May 16, 2022
SELL
$72.32 - $91.66 $347,352 - $440,242
-4,803 Reduced 21.49%
17,544 $1.49 Million
Q4 2021

Feb 09, 2022
SELL
$77.83 - $93.36 $221,504 - $265,702
-2,846 Reduced 11.3%
22,347 $2.09 Million
Q3 2021

Nov 09, 2021
BUY
$74.19 - $86.48 $36,278 - $42,288
489 Added 1.98%
25,193 $2 Million
Q2 2021

Jul 08, 2021
SELL
$71.54 - $80.94 $591,206 - $668,888
-8,264 Reduced 25.07%
24,704 $1.84 Million
Q1 2021

Jun 17, 2021
SELL
$70.7 - $86.87 $208,706 - $256,440
-2,952 Reduced 8.22%
32,968 $2.56 Million
Q4 2020

May 19, 2021
BUY
$70.29 - $77.75 $2.06 Million - $2.28 Million
29,376 Added 448.9%
35,920 $2.28 Million
Q3 2020

Sep 07, 2021
BUY
$61.56 - $73.93 $6,402 - $7,688
104 Added 1.61%
6,544 $1.84 Million
Q2 2020

Sep 07, 2021
SELL
$54.56 - $65.12 $10,639 - $12,698
-195 Reduced 2.94%
6,440 $1.52 Million
Q1 2020

Sep 07, 2021
SELL
$45.42 - $70.56 $7,903 - $12,277
-174 Reduced 2.56%
6,635 $1.54 Million
Q4 2019

Sep 07, 2021
SELL
$55.52 - $60.68 $943 - $1,031
-17 Reduced 0.25%
6,809 $1.65 Million
Q3 2019

Sep 07, 2021
BUY
$51.01 - $58.25 $4,896 - $5,592
96 Added 1.43%
6,826 $1.58 Million
Q2 2019

Sep 07, 2021
BUY
$46.97 - $52.05 $12,540 - $13,897
267 Added 4.13%
6,730 $1.38 Million
Q1 2019

Sep 07, 2021
SELL
$42.35 - $48.75 $1,566 - $1,803
-37 Reduced 0.57%
6,463 $1.25 Million
Q4 2018

Sep 07, 2021
SELL
$41.75 - $45.74 $15,238 - $16,695
-365 Reduced 5.32%
6,500 $1.12 Million
Q3 2018

Sep 07, 2021
BUY
$41.11 - $43.79 $17,965 - $19,136
437 Added 6.8%
6,865 $1.15 Million
Q2 2018

Sep 07, 2021
SELL
$38.85 - $42.02 $3,846 - $4,159
-99 Reduced 1.52%
6,428 $1.07 Million
Q1 2018

Sep 07, 2021
SELL
$36.32 - $40.83 $29,491 - $33,153
-812 Reduced 11.06%
6,527 $1.07 Million
Q4 2017

Sep 07, 2021
BUY
$36.69 - $39.81 $33,241 - $36,067
906 Added 14.08%
7,339 $1.15 Million
Q3 2017

Sep 07, 2021
BUY
$36.52 - $37.85 $73 - $75
2 Added 0.03%
6,433 $942,000
Q2 2017

Sep 07, 2021
SELL
N/A
-370 Reduced 5.44%
6,431 $901,000
Q1 2017

Sep 07, 2021
SELL
N/A
-333 Reduced 4.67%
6,801 $873,000
Q4 2016

Sep 07, 2021
SELL
N/A
-6 Reduced 0.08%
7,134 $852,000
Q3 2016

Sep 07, 2021
BUY
N/A
216 Added 3.12%
7,140 $873,000
Q2 2016

Sep 07, 2021
BUY
N/A
2,228 Added 47.44%
6,924 $898,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,696
4,696 $557,000

Others Institutions Holding NEE

# of Institutions
3,109
Shares Held
1.68B
Call Options Held
32M
Put Options Held
21.8M
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 $166B
  • 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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