Marietta Wealth Management, LLC Nextera Energy Inc Transaction History

Marietta Wealth Management, LLC

$591 Million
Q1 2024

A detailed history of Marietta Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 82,188 shares of NEE stock, worth $5.92 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

82,188

Previous 65,783 24.94%

Holding current value

$5.92 Million

Previous $4 Million 31.46%

% of portfolio

0.89%

Previous 0.73%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$54.97 - $63.91 $901,782 - $1.05 Million	16,405 Added 24.94%	82,188 $5.25 Million
Q4 2023 Jan 30, 2024	SELL	$49.32 - $62.78 $480,722 - $611,916	-9,747 Reduced 12.9%	65,783 $4 Million
Q3 2023 Oct 30, 2023	BUY	$57.08 - $75.9 $321,588 - $427,620	5,634 Added 8.06%	75,530 $4.33 Million
Q2 2023 Jul 18, 2023	BUY	$72.69 - $79.04 $198,661 - $216,016	2,733 Added 4.07%	69,896 $5.19 Million
Q1 2023 Apr 27, 2023	BUY	$69.87 - $85.74 $10,969 - $13,461	157 Added 0.23%	67,163 $5.18 Million

Q4 2022 Jan 30, 2023	BUY	$70.64 - $87.15 $24,582 - $30,328	348 Added 0.52%	67,006 $5.6 Million
Q3 2022 Oct 20, 2022	SELL	$54.18 - $90.81 $159,235 - $266,890	-2,939 Reduced 4.22%	66,658 $5.23 Million
Q2 2022 Aug 08, 2022	BUY	$68.51 - $87.08 $91,118 - $115,816	1,330 Added 1.95%	69,597 $5.39 Million
Q1 2022 Apr 12, 2022	BUY	$72.32 - $91.66 $92,931 - $117,783	1,285 Added 1.92%	68,267 $5.78 Million
Q4 2021 Jan 28, 2022	BUY	$77.83 - $93.36 $102,813 - $123,328	1,321 Added 2.01%	66,982 $6.25 Million
Q3 2021 Nov 12, 2021	BUY	$74.19 - $86.48 $189,703 - $221,129	2,557 Added 4.05%	65,661 $5.16 Million
Q2 2021 Aug 12, 2021	BUY	$71.54 - $80.94 $1.25 Million - $1.42 Million	17,513 Added 38.41%	63,104 $4.62 Million
Q1 2021 May 06, 2021	BUY	$70.7 - $86.87 $200,717 - $246,623	2,839 Added 6.64%	45,591 $3.45 Million
Q4 2020 Feb 09, 2021	BUY	$70.29 - $77.75 $2.31 Million - $2.56 Million	32,888 Added 333.41%	42,752 $3.3 Million
Q3 2020 Nov 04, 2020	SELL	$61.56 - $73.93 $225,186 - $270,435	-3,658 Reduced 27.05%	9,864 $2.74 Million
Q2 2020 Aug 05, 2020	BUY	$54.56 - $65.12 $25,970 - $30,997	476 Added 3.65%	13,522 $3.25 Million
Q1 2020 May 14, 2020	BUY	$45.42 - $70.56 $10,128 - $15,734	223 Added 1.74%	13,046 $3.14 Million
Q4 2019 Feb 07, 2020	BUY	$55.52 - $60.68 $29,647 - $32,403	534 Added 4.35%	12,823 $3.11 Million
Q3 2019 Nov 14, 2019	BUY	$51.01 - $58.25 $42,542 - $48,580	834 Added 7.28%	12,289 $2.86 Million
Q2 2019 Aug 14, 2019	BUY	$46.97 - $52.05 $79,942 - $88,589	1,702 Added 17.45%	11,455 $2.35 Million
Q1 2019 May 09, 2019	BUY	$42.35 - $48.75 $413,039 - $475,458	9,753 New	9,753 $1.89 Million

Others Institutions Holding NEE

# of Institutions

2,674

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

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 $142B
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 Marietta Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Account

Marietta Wealth Management, LLC Nextera Energy Inc Transaction History