Marcum Wealth, LLC Nextera Energy Inc Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,109 shares of NEE stock, worth $716,605. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,109

Previous 10,105 9.86%

Holding current value

$716,605

Previous $715,000 7.55%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,948

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 $155B
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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Marcum Wealth, LLC Nextera Energy Inc Transaction History