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 232,039 shares of NEE stock, worth $17.7 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
232,039
Previous 187,888 23.5%
Holding current value
$17.7 Million
Previous $11.4 Million 29.94%
% of portfolio
1.78%
Previous 1.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $150B
  • 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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