A detailed history of Heartwood Wealth Advisors LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 7,023 shares of NEE stock, worth $543,229. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,023
Previous 7,023 -0.0%
Holding current value
$543,229
Previous $497,000 19.32%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

SELL
$49.32 - $62.78 $47,347 - $60,268
-960 Reduced 12.03%
7,023 $426,000
Q3 2023

Oct 17, 2023

BUY
$57.08 - $75.9 $17,181 - $22,845
301 Added 3.92%
7,983 $457,000
Q1 2023

Apr 14, 2023

BUY
$69.87 - $85.74 $13,135 - $16,119
188 Added 2.51%
7,682 $592,000
Q4 2022

Jan 12, 2023

BUY
$70.64 - $87.15 $1,271 - $1,568
18 Added 0.24%
7,494 $0
Q2 2022

Jul 25, 2022

BUY
$68.51 - $87.08 $3,562 - $4,528
52 Added 0.7%
7,476 $579,000
Q1 2021

Apr 19, 2021

BUY
$70.7 - $86.87 $54,580 - $67,063
772 Added 11.61%
7,424 $561,000
Q4 2020

Jan 26, 2021

BUY
$70.29 - $77.75 $350,676 - $387,894
4,989 Added 300.0%
6,652 $513,000
Q1 2020

May 04, 2020

SELL
$45.42 - $70.56 $8,448 - $13,124
-186 Reduced 10.06%
1,663 $400,000
Q4 2019

Jan 31, 2020

BUY
$55.52 - $60.68 $102,656 - $112,197
1,849 New
1,849 $448,000

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 $152B
  • 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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