Mascoma Wealth Management LLC Nextera Energy Inc Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 455 shares of NEE stock, worth $35,198. This represents 0.01% of its overall portfolio holdings.

Number of Shares

455

Previous 588 22.62%

Holding current value

$35,198

Previous $41,000 7.32%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$69.9 - $84.97 $9,296 - $11,301	-133 Reduced 22.62%	455 $38,000
Q2 2024 Aug 02, 2024	BUY	$61.7 - $80.02 $3,516 - $4,561	57 Added 10.73%	588 $41,000
Q1 2024 May 02, 2024	SELL	$54.97 - $63.91 $3,078 - $3,578	-56 Reduced 9.54%	531 $33,000
Q4 2023 Jan 24, 2024	SELL	$49.32 - $62.78 $7,348 - $9,354	-149 Reduced 20.24%	587 $35,000
Q3 2023 Oct 13, 2023	BUY	$57.08 - $75.9 $7,249 - $9,639	127 Added 20.85%	736 $42,000
Q2 2023 Aug 09, 2023	SELL	$72.69 - $79.04 $45,067 - $49,004	-620 Reduced 50.45%	609 $45,000
Q1 2023 May 01, 2023	SELL	$69.87 - $85.74 $1,117 - $1,371	-16 Reduced 1.29%	1,229 $94,000
Q4 2022 Jan 24, 2023	SELL	$70.64 - $87.15 $89,077 - $109,896	-1,261 Reduced 50.32%	1,245 $0
Q3 2022 Oct 18, 2022	BUY	$54.18 - $90.81 $54,396 - $91,173	1,004 Added 66.84%	2,506 $196,000
Q2 2022 Jul 14, 2022	BUY	$68.51 - $87.08 $1,301 - $1,654	19 Added 1.28%	1,502 $116,000
Q1 2022 Apr 25, 2022	BUY	$72.32 - $91.66 $22,563 - $28,597	312 Added 26.64%	1,483 $126,000
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $47,943 - $57,509	616 Added 110.99%	1,171 $109,000
Q3 2021 Oct 06, 2021	BUY	$74.19 - $86.48 $41,175 - $47,996	555 New	555 $44,000
Q2 2021 Jul 06, 2021	SELL	$71.54 - $80.94 $32,908 - $37,232	-460 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$70.7 - $86.87 $32,522 - $39,960	460 New	460 $34,000
Q2 2019 Jul 29, 2019	SELL	$46.97 - $52.05 $516 - $572	-11 Closed	0 $0
Q1 2019 Apr 23, 2019	SELL	$42.35 - $48.75 $6,776 - $7,800	-160 Reduced 93.57%	11 $2,000
Q2 2018 Aug 13, 2018	BUY	$38.85 - $42.02 $427 - $462	11 Added 6.88%	171 $29,000
Q4 2017 Feb 05, 2018	BUY	$36.69 - $39.81 $5,870 - $6,369	160	160 $25,000

Others Institutions Holding NEE

# of Institutions

2,945

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 $152B
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 Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Account

Mascoma Wealth Management LLC Nextera Energy Inc Transaction History