A detailed history of Goal Vest Advisory LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 9,612 shares of NEE stock, worth $730,512. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,612
Previous 10,073 4.58%
Holding current value
$730,512
Previous $713,000 13.88%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Nov 06, 2024

SELL
$69.9 - $84.97 $32,223 - $39,171
-461 Reduced 4.58%
9,612 $812,000
Q2 2024

Jul 30, 2024

SELL
$61.7 - $80.02 $62,008 - $80,420
-1,005 Reduced 9.07%
10,073 $713,000
Q1 2024

Apr 15, 2024

BUY
$54.97 - $63.91 $519,136 - $603,566
9,444 Added 577.97%
11,078 $707,000
Q4 2023

Jan 02, 2024

BUY
$49.32 - $62.78 $38,223 - $48,654
775 Added 90.22%
1,634 $99,000
Q3 2023

Oct 10, 2023

BUY
$57.08 - $75.9 $4,851 - $6,451
85 Added 10.98%
859 $49,000
Q2 2023

Jul 17, 2023

SELL
$72.69 - $79.04 $90,935 - $98,879
-1,251 Reduced 61.78%
774 $57,000
Q1 2023

Apr 03, 2023

SELL
$69.87 - $85.74 $16,629 - $20,406
-238 Reduced 10.52%
2,025 $156,000
Q3 2022

Oct 11, 2022

SELL
$54.18 - $90.81 $549,385 - $920,813
-10,140 Reduced 81.75%
2,263 $177,000
Q2 2022

Jul 06, 2022

BUY
$68.51 - $87.08 $18,155 - $23,076
265 Added 2.18%
12,403 $981,000
Q1 2022

May 03, 2022

BUY
$72.32 - $91.66 $82,444 - $104,492
1,140 Added 10.37%
12,138 $1.03 Million
Q2 2021

Sep 01, 2021

BUY
$71.54 - $80.94 $46,858 - $53,015
655 Added 6.33%
10,998 $806,000
Q1 2021

May 13, 2021

BUY
$70.7 - $86.87 $272,972 - $335,405
3,861 Added 59.56%
10,343 $782,000
Q4 2020

Jan 28, 2021

BUY
$70.29 - $77.75 $455,619 - $503,975
6,482 New
6,482 $500,000

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 $149B
  • 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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