Integrated Wealth Concepts LLC Nextera Energy Inc Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 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 66,427 shares of NEE stock, worth $4.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

66,427

Previous 44,463 49.4%

Holding current value

$4.55 Million

Previous $3.76 Million 26.72%

% of portfolio

0.06%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$69.77 - $85.43 $1.53 Million - $1.88 Million	21,964 Added 49.4%	66,427 $4.76 Million
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

3,042

Shares Held

1.67B

Call Options Held

25.9M

Put Options Held

20.1M

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 $135B
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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Integrated Wealth Concepts LLC Nextera Energy Inc Transaction History