A detailed history of Institute For Wealth Management, Llc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,570 shares of NEE stock, worth $196,219. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,570
Holding current value
$196,219
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$69.9 - $84.97 $179,643 - $218,372
2,570 New
2,570 $217,000
Q1 2022

Apr 29, 2022

SELL
$72.32 - $91.66 $170,313 - $215,859
-2,355 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$77.83 - $93.36 $183,289 - $219,862
2,355 New
2,355 $220,000
Q3 2021

Nov 15, 2021

SELL
$74.19 - $86.48 $263,745 - $307,436
-3,555 Closed
0 $0
Q1 2021

May 04, 2021

SELL
$70.7 - $86.87 $2,262 - $2,779
-32 Reduced 0.89%
3,555 $269,000
Q4 2020

Feb 01, 2021

BUY
$70.29 - $77.75 $186,268 - $206,037
2,650 Added 282.82%
3,587 $277,000
Q3 2020

Nov 03, 2020

BUY
$61.56 - $73.93 $677 - $813
11 Added 1.19%
937 $260,000
Q2 2020

Jul 30, 2020

BUY
$54.56 - $65.12 $763 - $911
14 Added 1.54%
926 $222,000
Q1 2020

Apr 29, 2020

BUY
$45.42 - $70.56 $41,423 - $64,350
912 New
912 $219,000
Q3 2019

Oct 28, 2019

SELL
$51.01 - $58.25 $159,304 - $181,914
-3,123 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
$46.97 - $52.05 $9,440 - $10,462
201 Added 6.88%
3,123 $640,000
Q1 2019

May 15, 2019

BUY
$42.35 - $48.75 $42 - $48
1 Added 0.03%
2,922 $565,000
Q4 2018

Feb 08, 2019

BUY
$41.75 - $45.74 $121,951 - $133,606
2,921 New
2,921 $508,000

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 $150B
  • 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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.