A detailed history of Lwm Advisory Services, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 16,761 shares of NEE stock, worth $1.41 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
16,761
Previous 18,476 9.28%
Holding current value
$1.41 Million
Previous $1.18 Million 0.51%
% of portfolio
1.03%
Previous 0.81%

Shares

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

Aug 08, 2024

SELL
$61.7 - $80.02 $105,815 - $137,234
-1,715 Reduced 9.28%
16,761 $1.19 Million
Q1 2024

May 09, 2024

BUY
$54.97 - $63.91 $448,445 - $521,377
8,158 Added 79.07%
18,476 $1.18 Million
Q4 2023

Feb 05, 2024

SELL
$49.32 - $62.78 $265,193 - $337,568
-5,377 Reduced 34.26%
10,318 $626,000
Q3 2023

Nov 02, 2023

SELL
$57.08 - $75.9 $46,976 - $62,465
-823 Reduced 4.98%
15,695 $899,000
Q2 2023

Aug 07, 2023

SELL
$72.69 - $79.04 $28,131 - $30,588
-387 Reduced 2.29%
16,518 $1.23 Million
Q1 2023

May 02, 2023

BUY
$69.87 - $85.74 $18,655 - $22,892
267 Added 1.6%
16,905 $1.3 Million
Q4 2022

Feb 07, 2023

SELL
$70.64 - $87.15 $396,643 - $489,347
-5,615 Reduced 25.23%
16,638 $1.39 Million
Q3 2022

Nov 16, 2022

BUY
$54.18 - $90.81 $30,557 - $51,216
564 Added 2.6%
22,253 $1.75 Million
Q2 2022

Aug 15, 2022

BUY
$68.51 - $87.08 $537,186 - $682,794
7,841 Added 56.62%
21,689 $1.68 Million
Q1 2022

May 09, 2022

BUY
$72.32 - $91.66 $18,080 - $22,915
250 Added 1.84%
13,848 $1.18 Million
Q4 2021

Feb 18, 2022

BUY
$77.83 - $93.36 $1.06 Million - $1.27 Million
13,598 New
13,598 $1.27 Million

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 $165B
  • 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

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.