Icon Wealth Partners, LLC Nextera Energy Inc Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 31,285 shares of NEE stock, worth $2.24 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

31,285

Previous 45,733 31.59%

Holding current value

$2.24 Million

Previous $3.39 Million 47.19%

% of portfolio

0.2%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$57.08 - $75.9 $824,691 - $1.1 Million	-14,448 Reduced 31.59%	31,285 $1.79 Million
Q2 2023 Aug 03, 2023	SELL	$72.69 - $79.04 $844,148 - $917,891	-11,613 Reduced 20.25%	45,733 $3.39 Million
Q1 2023 May 11, 2023	SELL	$69.87 - $85.74 $584,043 - $716,700	-8,359 Reduced 12.72%	57,346 $4.42 Million
Q2 2022 Jul 19, 2022	SELL	$68.51 - $87.08 $560,069 - $711,879	-8,175 Reduced 11.07%	65,705 $5.09 Million
Q1 2022 Apr 19, 2022	BUY	$72.32 - $91.66 $141,819 - $179,745	1,961 Added 2.73%	73,880 $6.26 Million
Q4 2021 Jan 19, 2022	BUY	$77.83 - $93.36 $2,490 - $2,987	32 Added 0.04%	71,919 $6.71 Million
Q3 2021 Nov 15, 2021	SELL	$74.19 - $86.48 $481,270 - $560,995	-6,487 Reduced 8.28%	71,887 $5.65 Million
Q2 2021 Jul 30, 2021	BUY	$71.54 - $80.94 $390,179 - $441,446	5,454 Added 7.48%	78,374 $5.74 Million
Q1 2021 Apr 26, 2021	SELL	$70.7 - $86.87 $390,264 - $479,522	-5,520 Reduced 7.04%	72,920 $5.51 Million
Q4 2020 Feb 08, 2021	BUY	$70.29 - $77.75 $4.33 Million - $4.79 Million	61,637 Added 366.82%	78,440 $6.05 Million
Q3 2020 Oct 22, 2020	BUY	$61.56 - $73.93 $1.03 Million - $1.24 Million	16,803 New	16,803 $1.17 Million
Q2 2019 Aug 13, 2019	SELL	$46.97 - $52.05 $1,456 - $1,613	-31 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$42.35 - $48.75 $1,312 - $1,511	31 New	31 $6,000
Q3 2018 Nov 14, 2018	SELL	$41.11 - $43.79 $4,480 - $4,773	-109 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$38.85 - $42.02 $4,234 - $4,580	109 New	109 $18,000
Q1 2018 May 15, 2018	SELL	$36.32 - $40.83 $21,210 - $23,844	-584 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$36.69 - $39.81 $21,426 - $23,249	584	584 $91,000

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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Icon Wealth Partners, LLC Nextera Energy Inc Transaction History