Geneos Wealth Management Inc. Nextera Energy Inc Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

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 70,384 shares of NEE stock, worth $5.95 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

70,384

Previous 95,522 26.32%

Holding current value

$5.95 Million

Previous $6.1 Million 18.37%

% of portfolio

0.22%

Previous 0.28%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,795

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.4M

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 $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...

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Geneos Wealth Management Inc. Nextera Energy Inc Transaction History