M Holdings Securities, Inc. Nextera Energy Inc Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $3.52 Million - $4.56 Million	57,001 New	57,001 $4.04 Million
Q4 2023 Feb 14, 2024	SELL	$49.32 - $62.78 $88,726 - $112,941	-1,799 Reduced 12.9%	12,152 $738,000
Q3 2023 Feb 14, 2024	BUY	$57.08 - $75.9 $550,365 - $731,827	9,642 Added 223.76%	13,951 $799,000
Q2 2023 Sep 26, 2023	SELL	$72.69 - $79.04 $800,244 - $870,151	-11,009 Reduced 71.87%	4,309 $320,000
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $222,745 - $273,339	-3,188 Reduced 17.23%	15,318 $1.18 Million
Q4 2022 Feb 10, 2023	SELL	$70.64 - $87.15 $8,830 - $10,893	-125 Reduced 0.67%	18,506 $1.55 Million
Q3 2022 Nov 16, 2022	BUY	$54.18 - $90.81 $131,169 - $219,851	2,421 Added 14.94%	18,631 $1.46 Million
Q2 2022 Aug 16, 2022	SELL	$68.51 - $87.08 $64,878 - $82,464	-947 Reduced 5.52%	16,210 $1.26 Million
Q1 2022 May 24, 2022	SELL	$72.32 - $91.66 $325,223 - $412,195	-4,497 Reduced 20.77%	17,157 $1.45 Million
Q2 2021 Aug 19, 2021	SELL	$71.54 - $80.94 $162,681 - $184,057	-2,274 Reduced 9.5%	21,654 $1.59 Million
Q1 2021 May 12, 2021	BUY	$70.7 - $86.87 $243,278 - $298,919	3,441 Added 16.8%	23,928 $1.81 Million
Q4 2020 Feb 26, 2021	BUY	$70.29 - $77.75 $1.44 Million - $1.59 Million	20,487 New	20,487 $1.58 Million
Q2 2019 Aug 16, 2019	SELL	$46.97 - $52.05 $202,722 - $224,647	-4,316 Closed	0 $0
Q1 2019 May 17, 2019	BUY	$42.35 - $48.75 $21,259 - $24,472	502 Added 13.16%	4,316 $834,000
Q4 2018 Feb 15, 2019	SELL	$41.75 - $45.74 $103,540 - $113,435	-2,480 Reduced 39.4%	3,814 $663,000
Q3 2018 Nov 16, 2018	BUY	$41.11 - $43.79 $23,720 - $25,266	577 Added 10.09%	6,294 $1.06 Million
Q2 2018 Aug 17, 2018	BUY	$38.85 - $42.02 $102,680 - $111,058	2,643 Added 85.98%	5,717 $955,000
Q1 2018 May 18, 2018	SELL	$36.32 - $40.83 $1,125 - $1,265	-31 Reduced 1.0%	3,074 $502,000
Q4 2017 Feb 15, 2018	BUY	$36.69 - $39.81 $14,235 - $15,446	388 Added 14.28%	3,105 $1.68 Million
Q3 2017 Nov 15, 2017	SELL	$36.52 - $37.85 $20,925 - $21,688	-573 Reduced 17.42%	2,717 $398,000
Q2 2017 Aug 22, 2017	BUY	N/A	3,290	3,290 $461,000

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 $154B
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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.

Account