Lederer & Associates Investment Counsel Nextera Energy Inc Transaction History

Lederer & Associates Investment Counsel

$144 Million
Q1 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Nextera Energy Inc stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 30,436 shares of NEE stock, worth $2.22 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

30,436

Previous 30,365 0.23%

Holding current value

$2.22 Million

Previous $1.84 Million 5.48%

% of portfolio

1.35%

Previous 1.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$54.97 - $63.91 $3,902 - $4,537	71 Added 0.23%	30,436 $1.95 Million
Q4 2023 Jan 19, 2024	SELL	$49.32 - $62.78 $58,888 - $74,959	-1,194 Reduced 3.78%	30,365 $1.84 Million
Q3 2023 Oct 23, 2023	BUY	$57.08 - $75.9 $217,931 - $289,786	3,818 Added 13.76%	31,559 $1.81 Million
Q2 2023 Aug 04, 2023	SELL	$72.69 - $79.04 $42,450 - $46,159	-584 Reduced 2.06%	27,741 $2.06 Million
Q1 2023 Apr 17, 2023	SELL	$69.87 - $85.74 $2,375 - $2,915	-34 Reduced 0.12%	28,325 $2.18 Million

Q4 2022 Jan 12, 2023	SELL	$70.64 - $87.15 $76,149 - $93,947	-1,078 Reduced 3.66%	28,359 $2.37 Million
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $32,995 - $55,303	-609 Reduced 2.03%	29,437 $2.31 Million
Q2 2022 Aug 09, 2022	SELL	$68.51 - $87.08 $286,508 - $364,168	-4,182 Reduced 12.22%	30,046 $2.33 Million
Q1 2022 May 24, 2022	SELL	$72.32 - $91.66 $10,052 - $12,740	-139 Reduced 0.4%	34,228 $2.9 Million
Q4 2021 Jan 24, 2022	BUY	$77.83 - $93.36 $13,386 - $16,057	172 Added 0.5%	34,367 $3.21 Million
Q3 2021 Oct 22, 2021	BUY	$74.19 - $86.48 $75,080 - $87,517	1,012 Added 3.05%	34,195 $2.69 Million
Q2 2021 Jul 23, 2021	SELL	$71.54 - $80.94 $10,301 - $11,655	-144 Reduced 0.43%	33,183 $2.43 Million
Q1 2021 Apr 19, 2021	BUY	$70.7 - $86.87 $191,102 - $234,809	2,703 Added 8.83%	33,327 $2.52 Million
Q4 2020 Jan 25, 2021	BUY	$70.29 - $77.75 $1.61 Million - $1.79 Million	22,969 Added 300.05%	30,624 $2.36 Million
Q3 2020 Jan 13, 2021	BUY	$61.56 - $73.93 $7,140 - $8,575	116 Added 1.54%	7,655 $2.13 Million
Q2 2020 Jul 14, 2020	BUY	$54.56 - $65.12 $411,327 - $490,939	7,539 New	7,539 $1.81 Million

Others Institutions Holding NEE

# of Institutions

2,676

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

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 $143B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.

Account

Lederer & Associates Investment Counsel Nextera Energy Inc Transaction History