Marcum Wealth, LLC Nextera Energy Inc Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,420 shares of NEE stock, worth $596,893. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,420
Previous 9,109 7.56%
Holding current value
$596,893
Previous $769,000 21.59%
% of portfolio
0.05%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$69.77 - $85.43 $48,071 - $58,861
-689 Reduced 7.56%
8,420 $603,000
Q3 2024

Oct 08, 2024
SELL
$69.9 - $84.97 $69,620 - $84,630
-996 Reduced 9.86%
9,109 $769,000
Q2 2024

Jul 02, 2024
BUY
$61.7 - $80.02 $26,160 - $33,928
424 Added 4.38%
10,105 $715,000
Q1 2024

Apr 10, 2024
BUY
$54.97 - $63.91 $64,809 - $75,349
1,179 Added 13.87%
9,681 $618,000
Q4 2023

Jan 10, 2024
SELL
$49.32 - $62.78 $118,318 - $150,609
-2,399 Reduced 22.01%
8,502 $516,000
Q3 2023

Oct 10, 2023
BUY
$57.08 - $75.9 $399 - $531
7 Added 0.06%
10,901 $624,000
Q2 2023

Jul 13, 2023
BUY
$72.69 - $79.04 $8,504 - $9,247
117 Added 1.09%
10,894 $808,000
Q1 2023

Apr 19, 2023
BUY
$69.87 - $85.74 $26,480 - $32,495
379 Added 3.64%
10,777 $830,000
Q4 2022

Jan 12, 2023
BUY
$70.64 - $87.15 $31,434 - $38,781
445 Added 4.47%
10,398 $0
Q3 2022

Oct 11, 2022
BUY
$54.18 - $90.81 $44,752 - $75,009
826 Added 9.05%
9,953 $780,000
Q2 2022

Jul 14, 2022
SELL
$68.51 - $87.08 $63,166 - $80,287
-922 Reduced 9.18%
9,127 $707,000
Q1 2022

Apr 20, 2022
SELL
$72.32 - $91.66 $27,987 - $35,472
-387 Reduced 3.71%
10,049 $851,000
Q4 2021

Feb 01, 2022
BUY
$77.83 - $93.36 $18,367 - $22,032
236 Added 2.31%
10,436 $974,000
Q3 2021

Nov 08, 2021
SELL
$74.19 - $86.48 $755,031 - $880,106
-10,177 Reduced 49.94%
10,200 $801,000
Q2 2021

Aug 10, 2021
SELL
$71.54 - $80.94 $7,726 - $8,741
-108 Reduced 0.53%
20,377 $1.49 Million
Q1 2021

May 11, 2021
BUY
$70.7 - $86.87 $1.1 Million - $1.35 Million
15,572 Added 316.96%
20,485 $1.55 Million
Q4 2020

Feb 09, 2021
BUY
$70.29 - $77.75 $251,146 - $277,800
3,573 Added 266.64%
4,913 $379,000
Q3 2020

Nov 09, 2020
SELL
$61.56 - $73.93 $15,143 - $18,186
-246 Reduced 15.51%
1,340 $372,000
Q2 2020

Aug 14, 2020
BUY
$54.56 - $65.12 $3,055 - $3,646
56 Added 3.66%
1,586 $381,000
Q1 2020

May 14, 2020
BUY
$45.42 - $70.56 $1,044 - $1,622
23 Added 1.53%
1,530 $368,000
Q4 2019

Feb 13, 2020
BUY
$55.52 - $60.68 $83,668 - $91,444
1,507 New
1,507 $365,000

Others Institutions Holding NEE

# of Institutions
2,938
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
27.2M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $139B
  • 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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