Integrated Wealth Concepts LLC Nextera Energy Inc Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 44,463 shares of NEE stock, worth $3.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
44,463
Previous 46,127 3.61%
Holding current value
$3.44 Million
Previous $3.27 Million 15.06%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024
SELL
$69.9 - $84.97 $116,313 - $141,390
-1,664 Reduced 3.61%
44,463 $3.76 Million
Q2 2024

Aug 14, 2024
BUY
$61.7 - $80.02 $171,649 - $222,615
2,782 Added 6.42%
46,127 $3.27 Million
Q1 2024

May 15, 2024
BUY
$54.97 - $63.91 $212,129 - $246,628
3,859 Added 9.77%
43,345 $2.77 Million
Q4 2023

Feb 13, 2024
BUY
$49.32 - $62.78 $357,471 - $455,029
7,248 Added 22.48%
39,486 $2.4 Million
Q3 2023

Nov 15, 2023
SELL
$57.08 - $75.9 $97,264 - $129,333
-1,704 Reduced 5.02%
32,238 $1.85 Million
Q2 2023

Aug 15, 2023
BUY
$72.69 - $79.04 $439,629 - $478,033
6,048 Added 21.68%
33,942 $2.52 Million
Q1 2023

May 03, 2023
SELL
$69.87 - $85.74 $45,275 - $55,559
-648 Reduced 2.27%
27,894 $2.15 Million
Q4 2022

Feb 13, 2023
BUY
$70.64 - $87.15 $50,436 - $62,225
714 Added 2.57%
28,542 $2.39 Million
Q3 2022

Nov 14, 2022
BUY
$54.18 - $90.81 $55,155 - $92,444
1,018 Added 3.8%
27,828 $2.18 Million
Q2 2022

Aug 08, 2022
BUY
$68.51 - $87.08 $54,533 - $69,315
796 Added 3.06%
26,810 $2.08 Million
Q1 2022

May 12, 2022
BUY
$72.32 - $91.66 $132,200 - $167,554
1,828 Added 7.56%
26,014 $2.2 Million
Q4 2021

Feb 15, 2022
BUY
$77.83 - $93.36 $129,509 - $155,351
1,664 Added 7.39%
24,186 $2.26 Million
Q3 2021

Nov 15, 2021
BUY
$74.19 - $86.48 $854,520 - $996,076
11,518 Added 104.67%
22,522 $1.77 Million
Q2 2021

Aug 13, 2021
BUY
$71.54 - $80.94 $159,534 - $180,496
2,230 Added 25.42%
11,004 $806,000
Q1 2021

May 13, 2021
BUY
$70.7 - $86.87 $220,937 - $271,468
3,125 Added 55.32%
8,774 $663,000
Q4 2020

Feb 12, 2021
BUY
$70.29 - $77.75 $316,937 - $350,574
4,509 Added 395.53%
5,649 $436,000
Q3 2020

Nov 13, 2020
BUY
$61.56 - $73.93 $11,819 - $14,194
192 Added 20.25%
1,140 $317,000
Q2 2020

Jul 30, 2020
SELL
$54.56 - $65.12 $1,800 - $2,148
-33 Reduced 3.36%
948 $228,000
Q1 2020

May 18, 2020
SELL
$45.42 - $70.56 $2,452 - $3,810
-54 Reduced 5.22%
981 $236,000
Q4 2019

Feb 20, 2020
SELL
$55.52 - $60.68 $72,176 - $78,884
-1,300 Reduced 55.67%
1,035 $251,000
Q3 2019

Nov 15, 2019
BUY
$51.01 - $58.25 $765 - $873
15 Added 0.65%
2,335 $544,000
Q2 2019

Aug 15, 2019
BUY
$46.97 - $52.05 $108,970 - $120,756
2,320 New
2,320 $475,000

Others Institutions Holding NEE

# of Institutions
2,945
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $152B
  • 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
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