A detailed history of Jeppson Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 7,566 shares of NEE stock, worth $575,016. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,566
Previous 7,566 -0.0%
Holding current value
$575,016
Previous $535,000 19.44%
% of portfolio
0.23%
Previous 0.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$61.7 - $80.02 $1,604 - $2,080
26 Added 0.34%
7,566 $535,000
Q1 2024

Apr 17, 2024

SELL
$54.97 - $63.91 $15,336 - $17,830
-279 Reduced 3.57%
7,540 $481,000
Q4 2023

Jan 11, 2024

SELL
$49.32 - $62.78 $100,316 - $127,694
-2,034 Reduced 20.64%
7,819 $474,000
Q3 2023

Oct 25, 2023

BUY
$57.08 - $75.9 $108,166 - $143,830
1,895 Added 23.81%
9,853 $564,000
Q2 2023

Jul 31, 2023

SELL
$72.69 - $79.04 $3,489 - $3,793
-48 Reduced 0.6%
7,958 $590,000
Q1 2023

Apr 27, 2023

SELL
$69.87 - $85.74 $3,633 - $4,458
-52 Reduced 0.65%
8,006 $617,000
Q4 2022

Jan 27, 2023

SELL
$70.64 - $87.15 $1,412 - $1,743
-20 Reduced 0.25%
8,058 $0
Q3 2022

Oct 20, 2022

BUY
$54.18 - $90.81 $32,508 - $54,486
600 Added 8.02%
8,078 $633,000
Q2 2022

Aug 03, 2022

SELL
$68.51 - $87.08 $3,425 - $4,354
-50 Reduced 0.66%
7,478 $579,000
Q1 2022

Apr 27, 2022

BUY
$72.32 - $91.66 $5,279 - $6,691
73 Added 0.98%
7,528 $637,000
Q4 2021

Jan 19, 2022

SELL
$77.83 - $93.36 $1,556 - $1,867
-20 Reduced 0.27%
7,455 $696,000
Q2 2021

Jul 20, 2021

SELL
$71.54 - $80.94 $3,577 - $4,047
-50 Reduced 0.66%
7,475 $547,000
Q1 2021

May 19, 2021

SELL
$70.7 - $86.87 $7,070 - $8,687
-100 Reduced 1.31%
7,525 $568,000
Q4 2020

Mar 05, 2021

BUY
$70.29 - $77.75 $378,160 - $418,295
5,380 Added 239.64%
7,625 $588,000
Q3 2020

Nov 19, 2020

BUY
$61.56 - $73.93 $138,202 - $165,972
2,245 New
2,245 $623,000

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 $149B
  • 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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