A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Nextera Energy Inc stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 230,026 shares of NEE stock, worth $17.1 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
230,026
Previous 230,488 0.2%
Holding current value
$17.1 Million
Previous $16.3 Million 19.14%
% of portfolio
2.21%
Previous 1.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$69.9 - $84.97 $32,293 - $39,256
-462 Reduced 0.2%
230,026 $19.4 Million
Q2 2024

Jul 15, 2024

SELL
$61.7 - $80.02 $95,696 - $124,111
-1,551 Reduced 0.67%
230,488 $16.3 Million
Q1 2024

Apr 15, 2024

BUY
$54.97 - $63.91 $2.43 Million - $2.82 Million
44,151 Added 23.5%
232,039 $14.8 Million
Q4 2023

Jan 24, 2024

BUY
$49.32 - $62.78 $1.54 Million - $1.97 Million
31,305 Added 19.99%
187,888 $11.4 Million
Q3 2023

Oct 12, 2023

BUY
$57.08 - $75.9 $8.94 Million - $11.9 Million
156,583 New
156,583 $8.97 Million

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $146B
  • 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 David Katz's Portfolio

Track David Katz Portfolio

Follow David Katz (Matrix Asset Advisors Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matrix Asset Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Matrix Asset Advisors Inc and David Katz with notifications on news.