Hcr Wealth Advisors Nextera Energy Inc Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Hcr Wealth Advisors holds 40,743 shares of NEE stock, worth $3.11 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

40,743

Previous 40,637 0.26%

Holding current value

$3.11 Million

Previous $2.88 Million 19.71%

% of portfolio

0.46%

Previous 0.41%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$69.9 - $84.97 $7,409 - $9,006	106 Added 0.26%	40,743 $3.44 Million
Q2 2024 Aug 06, 2024	BUY	$61.7 - $80.02 $108,221 - $140,355	1,754 Added 4.51%	40,637 $2.88 Million
Q1 2024 May 10, 2024	SELL	$54.97 - $63.91 $15,666 - $18,214	-285 Reduced 0.73%	38,883 $2.49 Million
Q4 2023 Feb 09, 2024	BUY	$49.32 - $62.78 $130,993 - $166,743	2,656 Added 7.27%	39,168 $2.38 Million
Q3 2023 Oct 20, 2023	SELL	$57.08 - $75.9 $604,648 - $804,008	-10,593 Reduced 22.49%	36,512 $2.09 Million
Q2 2023 Aug 09, 2023	BUY	$72.69 - $79.04 $33,001 - $35,884	454 Added 0.97%	47,105 $3.5 Million
Q1 2023 May 12, 2023	SELL	$69.87 - $85.74 $55,756 - $68,420	-798 Reduced 1.68%	46,651 $3.6 Million
Q4 2022 Feb 13, 2023	BUY	$70.64 - $87.15 $4,238 - $5,229	60 Added 0.13%	47,449 $3.97 Million
Q3 2022 Nov 07, 2022	SELL	$54.18 - $90.81 $91,130 - $152,742	-1,682 Reduced 3.43%	47,389 $3.72 Million
Q2 2022 Aug 12, 2022	SELL	$68.51 - $87.08 $51,382 - $65,310	-750 Reduced 1.51%	49,071 $3.8 Million
Q1 2022 May 05, 2022	BUY	$72.32 - $91.66 $31,531 - $39,963	436 Added 0.88%	49,821 $4.22 Million
Q4 2021 Feb 04, 2022	SELL	$77.83 - $93.36 $79,775 - $95,694	-1,025 Reduced 2.03%	49,385 $4.61 Million
Q3 2021 Nov 02, 2021	SELL	$74.19 - $86.48 $17,212 - $20,063	-232 Reduced 0.46%	50,410 $3.96 Million
Q2 2021 Jul 21, 2021	SELL	$71.54 - $80.94 $63,241 - $71,550	-884 Reduced 1.72%	50,642 $3.72 Million
Q1 2021 May 13, 2021	SELL	$70.7 - $86.87 $297,010 - $364,940	-4,201 Reduced 7.54%	51,526 $3.9 Million
Q4 2020 Feb 04, 2021	BUY	$70.29 - $77.75 $2.68 Million - $2.96 Million	38,085 Added 215.88%	55,727 $4.3 Million
Q3 2020 Nov 05, 2020	BUY	$61.56 - $73.93 $38,044 - $45,688	618 Added 3.63%	17,642 $4.72 Million
Q2 2020 Jul 30, 2020	BUY	$54.56 - $65.12 $22,478 - $26,829	412 Added 2.48%	17,024 $4.19 Million
Q1 2020 May 08, 2020	BUY	$45.42 - $70.56 $1,998 - $3,104	44 Added 0.27%	16,612 $4 Million
Q4 2019 Feb 07, 2020	BUY	$55.52 - $60.68 $80,670 - $88,168	1,453 Added 9.61%	16,568 $4.01 Million
Q3 2019 Nov 07, 2019	SELL	$51.01 - $58.25 $48,612 - $55,512	-953 Reduced 5.93%	15,115 $3.52 Million
Q2 2019 Jul 25, 2019	BUY	$46.97 - $52.05 $754,713 - $836,339	16,068 New	16,068 $3.29 Million

Others Institutions Holding NEE

# of Institutions

2,943

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $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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Hcr Wealth Advisors Nextera Energy Inc Transaction History