Liberty Wealth Management LLC Nextera Energy Inc Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,593 shares of NEE stock, worth $349,068. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,593

Previous 10,116 54.6%

Holding current value

$349,068

Previous $311,000 24.76%

% of portfolio

0.07%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$69.9 - $84.97 $386,057 - $469,289	-5,523 Reduced 54.6%	4,593 $388,000
Q2 2024 Aug 06, 2024	BUY	$61.7 - $80.02 $383,342 - $497,164	6,213 Added 159.19%	10,116 $311,000
Q1 2024 May 02, 2024	BUY	$54.97 - $63.91 $1,264 - $1,469	23 Added 0.59%	3,903 $249,000
Q4 2023 Feb 08, 2024	BUY	$49.32 - $62.78 $295 - $376	6 Added 0.15%	3,880 $235,000
Q3 2023 Nov 13, 2023	SELL	$57.08 - $75.9 $684 - $910	-12 Reduced 0.31%	3,874 $222,000
Q2 2023 Aug 10, 2023	BUY	$72.69 - $79.04 $2,689 - $2,924	37 Added 0.96%	3,886 $288,000
Q1 2023 May 03, 2023	BUY	$69.87 - $85.74 $47,441 - $58,217	679 Added 21.42%	3,849 $296,000
Q3 2022 Nov 15, 2022	BUY	$54.18 - $90.81 $7,151 - $11,986	132 Added 4.34%	3,170 $248,000
Q2 2022 Aug 15, 2022	SELL	$68.51 - $87.08 $16,921 - $21,508	-247 Reduced 7.52%	3,038 $235,000
Q1 2022 May 09, 2022	SELL	$72.32 - $91.66 $7,087 - $8,982	-98 Reduced 2.9%	3,285 $278,000
Q4 2021 Feb 15, 2022	SELL	$77.83 - $93.36 $25,761 - $30,902	-331 Reduced 8.91%	3,383 $315,000
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $33,608 - $39,175	453 Added 13.89%	3,714 $295,000
Q2 2021 Aug 13, 2021	SELL	$71.54 - $80.94 $16.9 Million - $19.1 Million	-235,741 Reduced 98.64%	3,261 $239,000
Q2 2021 Aug 13, 2021	BUY	$71.54 - $80.94 $16.9 Million - $19.1 Million	235,765 Added 7283.44%	239,002 $3.26 Million
Q4 2020 Feb 09, 2021	BUY	$70.29 - $77.75 $163,424 - $180,768	2,325 Added 254.93%	3,237 $264,000
Q3 2020 Nov 05, 2020	BUY	$61.56 - $73.93 $37,613 - $45,171	611 Added 202.99%	912 $253,000
Q2 2020 Aug 04, 2020	BUY	$54.56 - $65.12 $54 - $65	1 Added 0.33%	301 $72,000
Q1 2020 Apr 27, 2020	SELL	$45.42 - $70.56 $862 - $1,340	-19 Reduced 5.96%	300 $72,000
Q4 2019 Feb 05, 2020	BUY	$55.52 - $60.68 $1,721 - $1,881	31 Added 10.76%	319 $77,000
Q3 2019 Oct 30, 2019	SELL	$51.01 - $58.25 $30,554 - $34,891	-599 Reduced 67.53%	288 $67,000
Q2 2019 Jul 30, 2019	BUY	$46.97 - $52.05 $28,182 - $31,230	600 Added 209.06%	887 $182,000
Q1 2019 Apr 18, 2019	BUY	$42.35 - $48.75 $84 - $97	2 Added 0.7%	287 $55,000
Q4 2018 Mar 26, 2019	BUY	$41.75 - $45.74 $11,898 - $13,035	285 New	285 $49,000

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

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...

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Liberty Wealth Management LLC Nextera Energy Inc Transaction History