Ibex Wealth Advisors Nextera Energy Inc Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

A detailed history of Ibex Wealth Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Ibex Wealth Advisors holds 7,050 shares of NEE stock, worth $505,273. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,050

Previous 94,866 92.57%

Holding current value

$505,273

Previous $6.72 Million 91.14%

% of portfolio

0.05%

Previous 1.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$69.9 - $84.97 $6.14 Million - $7.46 Million	-87,816 Reduced 92.57%	7,050 $595,000
Q2 2024 Aug 06, 2024	SELL	$61.7 - $80.02 $461,454 - $598,469	-7,479 Reduced 7.31%	94,866 $6.72 Million
Q1 2024 Apr 18, 2024	BUY	$54.97 - $63.91 $5.62 Million - $6.54 Million	102,262 Added 123207.23%	102,345 $8.56 Million
Q4 2023 Jan 29, 2024	SELL	$49.32 - $62.78 $2.43 Million - $3.09 Million	-49,183 Reduced 99.83%	83 $5.06 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $108,908 - $144,817	-1,908 Reduced 3.73%	49,266 $2.82 Million
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $3.58 Million - $4.39 Million	-51,171 Reduced 50.0%	51,174 $3.94 Million
Q4 2022 Feb 06, 2023	SELL	$70.64 - $87.15 $364,573 - $449,781	-5,161 Reduced 4.8%	102,345 $8.56 Million
Q3 2022 Oct 31, 2022	BUY	$54.18 - $90.81 $636,127 - $1.07 Million	11,741 Added 12.26%	107,506 $8.43 Million
Q2 2022 Aug 16, 2022	BUY	$68.51 - $87.08 $51,245 - $65,135	748 Added 0.79%	95,765 $7.42 Million
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $293,836 - $372,414	4,063 Added 4.47%	95,017 $8.05 Million
Q4 2021 Feb 22, 2022	BUY	$77.83 - $93.36 $99,233 - $119,034	1,275 Added 1.42%	90,954 $8.49 Million
Q3 2021 Nov 12, 2021	BUY	$74.19 - $86.48 $50,300 - $58,633	678 Added 0.76%	89,679 $7.04 Million
Q2 2021 Aug 20, 2021	BUY	$71.54 - $80.94 $79,910 - $90,409	1,117 Added 1.27%	89,001 $6.52 Million
Q1 2021 May 05, 2021	BUY	$70.7 - $86.87 $53,519 - $65,760	757 Added 0.87%	87,884 $6.65 Million
Q4 2020 Jan 22, 2021	BUY	$70.29 - $77.75 $4.62 Million - $5.11 Million	65,733 Added 307.25%	87,127 $6.72 Million
Q3 2020 Oct 23, 2020	SELL	$61.56 - $73.93 $8,187 - $9,832	-133 Reduced 0.62%	21,394 $5.94 Million
Q2 2020 Aug 14, 2020	SELL	$54.56 - $65.12 $22,696 - $27,089	-416 Reduced 1.9%	21,527 $5.17 Million
Q1 2020 May 05, 2020	SELL	$45.42 - $70.56 $504,252 - $783,357	-11,102 Reduced 33.6%	21,943 $5.28 Million
Q4 2019 Jan 24, 2020	BUY	$55.52 - $60.68 $18,488 - $20,206	333 Added 1.02%	33,045 $8 Million
Q3 2019 Nov 12, 2019	SELL	$51.01 - $58.25 $4,182 - $4,776	-82 Reduced 0.25%	32,712 $7.62 Million
Q2 2019 Jul 30, 2019	BUY	$46.97 - $52.05 $14,654 - $16,239	312 Added 0.96%	32,794 $6.72 Million
Q1 2019 May 01, 2019	BUY	$42.35 - $48.75 $82,116 - $94,526	1,939 Added 6.35%	32,482 $6.28 Million
Q4 2018 Feb 01, 2019	BUY	$41.75 - $45.74 $11,439 - $12,532	274 Added 0.91%	30,543 $5.31 Million
Q3 2018 Oct 09, 2018	BUY	$41.11 - $43.79 $1.24 Million - $1.33 Million	30,269 New	30,269 $5.05 Million

Others Institutions Holding NEE

# of Institutions

2,949

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 $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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Ibex Wealth Advisors Nextera Energy Inc Transaction History