Legacy Financial Advisors, Inc. Nextera Energy Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 10,734 shares of NEE stock, worth $831,777. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,734

Previous 10,104 6.24%

Holding current value

$831,777

Previous $715,000 26.85%

% of portfolio

0.18%

Previous 0.14%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$69.9 - $84.97 $44,037 - $53,531	630 Added 6.24%	10,734 $907,000
Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $21,224 - $27,526	344 Added 3.52%	10,104 $715,000
Q1 2024 May 14, 2024	BUY	$54.97 - $63.91 $78,552 - $91,327	1,429 Added 17.15%	9,760 $623,000
Q4 2023 Feb 06, 2024	BUY	$49.32 - $62.78 $53,660 - $68,304	1,088 Added 15.02%	8,331 $506,000
Q3 2023 Nov 13, 2023	SELL	$57.08 - $75.9 $109,194 - $145,196	-1,913 Reduced 20.89%	7,243 $414,000
Q2 2023 Aug 08, 2023	BUY	$72.69 - $79.04 $105,255 - $114,449	1,448 Added 18.79%	9,156 $679,000
Q1 2023 May 03, 2023	SELL	$69.87 - $85.74 $49,817 - $61,132	-713 Reduced 8.47%	7,708 $594,000
Q4 2022 Feb 06, 2023	BUY	$70.64 - $87.15 $75,302 - $92,901	1,066 Added 14.49%	8,421 $703,000
Q3 2022 Nov 09, 2022	BUY	$54.18 - $90.81 $29,040 - $48,674	536 Added 7.86%	7,355 $577,000
Q2 2022 Aug 08, 2022	SELL	$68.51 - $87.08 $1,301 - $1,654	-19 Reduced 0.28%	6,819 $528,000
Q1 2022 May 04, 2022	BUY	$72.32 - $91.66 $20,972 - $26,581	290 Added 4.43%	6,838 $579,000
Q4 2021 Feb 04, 2022	BUY	$77.83 - $93.36 $42,650 - $51,161	548 Added 9.13%	6,548 $611,000
Q3 2021 Oct 26, 2021	BUY	$74.19 - $86.48 $32,643 - $38,051	440 Added 7.91%	6,000 $471,000
Q2 2021 Jul 21, 2021	BUY	$71.54 - $80.94 $3,147 - $3,561	44 Added 0.8%	5,560 $407,000
Q1 2021 Apr 28, 2021	SELL	$70.7 - $86.87 $29,340 - $36,051	-415 Reduced 7.0%	5,516 $417,000
Q4 2020 Feb 02, 2021	BUY	$70.29 - $77.75 $324,107 - $358,505	4,611 Added 349.32%	5,931 $457,000
Q3 2020 Nov 09, 2020	BUY	$61.56 - $73.93 $81,259 - $97,587	1,320 New	1,320 $366,000
Q1 2020 May 12, 2020	SELL	$45.42 - $70.56 $40,242 - $62,516	-886 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$55.52 - $60.68 $1,054 - $1,152	19 Added 2.19%	886 $215,000
Q3 2019 Nov 07, 2019	BUY	$51.01 - $58.25 $44,225 - $50,502	867 New	867 $202,000
Q2 2019 Aug 07, 2019	SELL	$46.97 - $52.05 $39,971 - $44,294	-851 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$42.35 - $48.75 $2,413 - $2,778	57 Added 7.18%	851 $165,000
Q4 2018 Jan 16, 2019	BUY	$41.75 - $45.74 $2,672 - $2,927	64 Added 8.77%	794 $138,000
Q3 2018 Oct 30, 2018	BUY	$41.11 - $43.79 $369 - $394	9 Added 1.25%	730 $122,000
Q2 2018 Jul 17, 2018	BUY	$38.85 - $42.02 $4,739 - $5,126	122 Added 20.37%	721 $122,000
Q1 2018 Apr 12, 2018	BUY	$36.32 - $40.83 $2,288 - $2,572	63 Added 11.75%	599 $96,000
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $19,665 - $21,338	536	536 $83,000

Others Institutions Holding NEE

# of Institutions

2,948

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 $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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Legacy Financial Advisors, Inc. Nextera Energy Inc Transaction History