Heritage Wealth Advisors Nextera Energy Inc Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,620 shares of NEE stock, worth $476,640. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,620

Previous 6,718 1.46%

Holding current value

$476,640

Previous $408,000 3.68%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$54.97 - $63.91 $5,387 - $6,263	-98 Reduced 1.46%	6,620 $423,000
Q4 2023 Feb 09, 2024	BUY	$49.32 - $62.78 $105,890 - $134,788	2,147 Added 46.97%	6,718 $408,000
Q3 2023 Nov 08, 2023	SELL	$57.08 - $75.9 $46,577 - $61,934	-816 Reduced 15.15%	4,571 $261,000
Q1 2023 May 04, 2023	BUY	$69.87 - $85.74 $117,870 - $144,643	1,687 Added 45.59%	5,387 $415,000
Q4 2022 Feb 06, 2023	BUY	$70.64 - $87.15 $28,256 - $34,860	400 Added 12.12%	3,700 $309,000

Q4 2021 Feb 02, 2022	SELL	$77.83 - $93.36 $55,570 - $66,659	-714 Reduced 17.79%	3,300 $308,000
Q2 2021 Aug 09, 2021	BUY	$71.54 - $80.94 $57,232 - $64,752	800 Added 24.89%	4,014 $294,000
Q2 2021 Jul 27, 2021	SELL	$71.54 - $80.94 $57,232 - $64,752	-800 Reduced 19.93%	3,214 $248,000
Q1 2021 Apr 27, 2021	BUY	$70.7 - $86.87 $56,560 - $69,496	800 Added 24.89%	4,014 $303,000
Q4 2020 Feb 01, 2021	BUY	$70.29 - $77.75 $169,469 - $187,455	2,411 Added 300.25%	3,214 $248,000
Q3 2020 Nov 03, 2020	BUY	$61.56 - $73.93 $10,957 - $13,159	178 Added 28.48%	803 $55,000
Q2 2020 Jul 17, 2020	BUY	$54.56 - $65.12 $12,003 - $14,326	220 Added 54.32%	625 $37,000
Q2 2020 Jul 17, 2020	SELL	$54.56 - $65.12 $4,255 - $5,079	-78 Reduced 16.15%	405 $150,000
Q1 2020 May 05, 2020	SELL	$45.42 - $70.56 $590 - $917	-13 Reduced 2.62%	483 $29,000
Q4 2019 Feb 04, 2020	BUY	$55.52 - $60.68 $6,329 - $6,917	114 Added 29.84%	496 $30,000
Q3 2019 Oct 30, 2019	SELL	$51.01 - $58.25 $2,550 - $2,912	-50 Reduced 11.57%	382 $89,000
Q1 2019 May 06, 2019	BUY	$42.35 - $48.75 $2,541 - $2,925	60 Added 16.13%	432 $0
Q3 2018 Nov 14, 2018	BUY	$41.11 - $43.79 $15,292 - $16,289	372 New	372 $62,000

Others Institutions Holding NEE

# of Institutions

2,698

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.7M

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 $141B
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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Heritage Wealth Advisors Nextera Energy Inc Transaction History