Independent Advisor Alliance Nextera Energy Inc Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Nextera Energy Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 125,399 shares of NEE stock, worth $9.06 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

125,399

Previous 127,747 1.84%

Holding current value

$9.06 Million

Previous $9.05 Million 17.18%

% of portfolio

0.39%

Previous 0.31%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$69.9 - $84.97 $164,125 - $199,509	-2,348 Reduced 1.84%	125,399 $10.6 Million
Q2 2024 Aug 12, 2024	BUY	$61.7 - $80.02 $859,666 - $1.11 Million	13,933 Added 12.24%	127,747 $9.05 Million
Q1 2024 May 08, 2024	SELL	$54.97 - $63.91 $315,967 - $367,354	-5,748 Reduced 4.81%	113,814 $7.27 Million
Q4 2023 Feb 08, 2024	BUY	$49.32 - $62.78 $450,834 - $573,871	9,141 Added 8.28%	119,562 $7.26 Million
Q3 2023 Oct 24, 2023	SELL	$57.08 - $75.9 $848,950 - $1.13 Million	-14,873 Reduced 11.87%	110,421 $6.33 Million
Q2 2023 Jul 28, 2023	BUY	$72.69 - $79.04 $42,959 - $46,712	591 Added 0.47%	125,294 $9.3 Million
Q1 2023 May 12, 2023	BUY	$69.87 - $85.74 $1.5 Million - $1.85 Million	21,526 Added 20.86%	124,703 $9.61 Million
Q4 2022 Feb 13, 2023	BUY	$70.64 - $87.15 $26,419 - $32,594	374 Added 0.36%	103,177 $8.62 Million
Q3 2022 Nov 04, 2022	SELL	$54.18 - $90.81 $493,688 - $827,460	-9,112 Reduced 8.14%	102,803 $8.06 Million
Q2 2022 Aug 04, 2022	BUY	$68.51 - $87.08 $20,210 - $25,688	295 Added 0.26%	111,915 $8.67 Million
Q1 2022 May 06, 2022	SELL	$72.32 - $91.66 $268,958 - $340,883	-3,719 Reduced 3.22%	111,620 $9.46 Million
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $1.38 Million - $1.65 Million	17,678 Added 18.1%	115,339 $10.8 Million
Q3 2021 Nov 01, 2021	BUY	$74.19 - $86.48 $477,486 - $556,585	6,436 Added 7.06%	97,661 $7.67 Million
Q2 2021 Aug 12, 2021	BUY	$71.54 - $80.94 $436,036 - $493,329	6,095 Added 7.16%	91,225 $6.69 Million
Q1 2021 May 14, 2021	BUY	$70.7 - $86.87 $1.86 Million - $2.29 Million	26,324 Added 44.76%	85,130 $6.44 Million
Q4 2020 Feb 11, 2021	BUY	$70.29 - $77.75 $3.23 Million - $3.57 Million	45,922 Added 356.43%	58,806 $4.54 Million
Q3 2020 Nov 04, 2020	SELL	$61.56 - $73.93 $182,648 - $219,350	-2,967 Reduced 18.72%	12,884 $3.58 Million
Q2 2020 Aug 06, 2020	SELL	$54.56 - $65.12 $59,470 - $70,980	-1,090 Reduced 6.43%	15,851 $3.81 Million
Q1 2020 May 14, 2020	BUY	$45.42 - $70.56 $73,716 - $114,518	1,623 Added 10.6%	16,941 $4.08 Million
Q4 2019 Feb 07, 2020	BUY	$55.52 - $60.68 $55,797 - $60,983	1,005 Added 7.02%	15,318 $3.71 Million
Q3 2019 Nov 12, 2019	SELL	$51.01 - $58.25 $165,629 - $189,137	-3,247 Reduced 18.49%	14,313 $3.33 Million
Q2 2019 Aug 12, 2019	BUY	$46.97 - $52.05 $219,631 - $243,385	4,676 Added 36.29%	17,560 $3.39 Million
Q1 2019 May 07, 2019	BUY	$42.35 - $48.75 $149,029 - $171,551	3,519 Added 37.58%	12,884 $2.49 Million
Q4 2018 Feb 12, 2019	BUY	$41.75 - $45.74 $71,309 - $78,123	1,708 Added 22.31%	9,365 $1.63 Million
Q3 2018 Nov 13, 2018	BUY	$41.11 - $43.79 $13,854 - $14,757	337 Added 4.6%	7,657 $1.27 Million
Q2 2018 Aug 08, 2018	BUY	$38.85 - $42.02 $2,214 - $2,395	57 Added 0.78%	7,320 $1.22 Million
Q1 2018 May 15, 2018	BUY	$36.32 - $40.83 $871 - $979	24 Added 0.33%	7,263 $1.18 Million
Q4 2017 Feb 14, 2018	SELL	$36.69 - $39.81 $1,174 - $1,273	-32 Reduced 0.44%	7,239 $1.11 Million
Q3 2017 Nov 15, 2017	BUY	$36.52 - $37.85 $5,989 - $6,207	164 Added 2.31%	7,271 $1.08 Million
Q2 2017 Aug 14, 2017	BUY	N/A	7,107	7,107 $1 Million

Others Institutions Holding NEE

# of Institutions

2,950

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 $142B
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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Independent Advisor Alliance Nextera Energy Inc Transaction History