Institutional & Family Asset Management, LLC Nextera Energy Inc Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 77,622 shares of NEE stock, worth $5.56 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

77,622

Previous 77,581 0.05%

Holding current value

$5.56 Million

Previous $4.96 Million 10.85%

% of portfolio

0.65%

Previous 0.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 05, 2024	BUY	$61.7 - $80.02 $2,529 - $3,280	41 Added 0.05%	77,622 $5.5 Million
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $955,983 - $1.11 Million	17,391 Added 28.89%	77,581 $4.96 Million
Q4 2023 Feb 06, 2024	BUY	$49.32 - $62.78 $10,011 - $12,744	203 Added 0.34%	60,190 $3.66 Million
Q3 2023 Nov 13, 2023	BUY	$57.08 - $75.9 $31,279 - $41,593	548 Added 0.92%	59,987 $3.44 Million
Q2 2023 Aug 09, 2023	BUY	$72.69 - $79.04 $33,292 - $36,200	458 Added 0.78%	59,439 $4.41 Million
Q1 2023 May 08, 2023	BUY	$69.87 - $85.74 $107,320 - $131,696	1,536 Added 2.67%	58,981 $4.55 Million
Q4 2022 Feb 08, 2023	BUY	$70.64 - $87.15 $32,282 - $39,827	457 Added 0.8%	57,445 $4.8 Million
Q3 2022 Nov 07, 2022	BUY	$54.18 - $90.81 $48,707 - $81,638	899 Added 1.6%	56,988 $4.47 Million
Q2 2022 Aug 08, 2022	BUY	$68.51 - $87.08 $161,341 - $205,073	2,355 Added 4.38%	56,089 $4.35 Million
Q1 2022 May 11, 2022	BUY	$72.32 - $91.66 $55,469 - $70,303	767 Added 1.45%	53,734 $4.55 Million
Q4 2021 Feb 14, 2022	SELL	$77.83 - $93.36 $481,456 - $577,524	-6,186 Reduced 10.46%	52,967 $4.95 Million
Q3 2021 Nov 10, 2021	SELL	$74.19 - $86.48 $14,318 - $16,690	-193 Reduced 0.33%	59,153 $4.65 Million
Q2 2021 Aug 10, 2021	BUY	$71.54 - $80.94 $1.01 Million - $1.14 Million	14,138 Added 31.27%	59,346 $4.35 Million
Q1 2021 May 06, 2021	SELL	$70.7 - $86.87 $128,249 - $157,582	-1,814 Reduced 3.86%	45,208 $3.42 Million
Q4 2020 Feb 03, 2021	BUY	$70.29 - $77.75 $2.43 Million - $2.69 Million	34,604 Added 278.66%	47,022 $3.63 Million
Q3 2020 Oct 30, 2020	SELL	$61.56 - $73.93 $148,852 - $178,762	-2,418 Reduced 16.3%	12,418 $3.45 Million
Q2 2020 Aug 14, 2020	SELL	$54.56 - $65.12 $48,176 - $57,500	-883 Reduced 5.62%	14,836 $3.56 Million
Q1 2020 May 14, 2020	BUY	$45.42 - $70.56 $24,981 - $38,808	550 Added 3.63%	15,719 $3.78 Million
Q4 2019 Feb 14, 2020	SELL	$55.52 - $60.68 $156,177 - $170,692	-2,813 Reduced 15.64%	15,169 $3.67 Million
Q3 2019 Nov 14, 2019	SELL	$51.01 - $58.25 $40,808 - $46,600	-800 Reduced 4.26%	17,982 $4.19 Million
Q2 2019 Aug 14, 2019	SELL	$46.97 - $52.05 $16,063 - $17,801	-342 Reduced 1.79%	18,782 $3.85 Million
Q1 2019 May 13, 2019	SELL	$42.35 - $48.75 $2,837 - $3,266	-67 Reduced 0.35%	19,124 $3.7 Million
Q4 2018 Feb 14, 2019	SELL	$41.75 - $45.74 $174,765 - $191,467	-4,186 Reduced 17.91%	19,191 $3.34 Million
Q3 2018 Nov 13, 2018	BUY	$41.11 - $43.79 $83,206 - $88,630	2,024 Added 9.48%	23,377 $3.92 Million
Q2 2018 Aug 13, 2018	SELL	$38.85 - $42.02 $29,448 - $31,851	-758 Reduced 3.43%	21,353 $3.57 Million
Q1 2018 May 14, 2018	SELL	$36.32 - $40.83 $171,139 - $192,390	-4,712 Reduced 17.57%	22,111 $3.61 Million
Q4 2017 Feb 14, 2018	SELL	$36.69 - $39.81 $5,723 - $6,210	-156 Reduced 0.58%	26,823 $4.19 Million
Q3 2017 Nov 14, 2017	SELL	$36.52 - $37.85 $31,443 - $32,588	-861 Reduced 3.09%	26,979 $3.95 Million
Q2 2017 Aug 14, 2017	BUY	N/A	27,840	27,840 $3.9 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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Institutional & Family Asset Management, LLC Nextera Energy Inc Transaction History