Modera Wealth Management, LLC Nextera Energy Inc Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Modera Wealth Management, LLC holds 44,108 shares of NEE stock, worth $3.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,108

Previous 39,721 11.04%

Holding current value

$3.05 Million

Previous $3.36 Million 5.81%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$69.77 - $85.43 $306,080 - $374,781	4,387 Added 11.04%	44,108 $3.16 Million
Q3 2024 Oct 24, 2024	BUY	$69.9 - $84.97 $31,385 - $38,151	449 Added 1.14%	39,721 $3.36 Million
Q2 2024 Jul 29, 2024	BUY	$61.7 - $80.02 $15,363 - $19,924	249 Added 0.64%	39,272 $2.78 Million
Q1 2024 May 14, 2024	SELL	$54.97 - $63.91 $199,706 - $232,185	-3,633 Reduced 8.52%	39,023 $2.49 Million
Q4 2023 Feb 14, 2024	BUY	$49.32 - $62.78 $2,318 - $2,950	47 Added 0.11%	42,656 $2.59 Million
Q3 2023 Nov 01, 2023	SELL	$57.08 - $75.9 $923,211 - $1.23 Million	-16,174 Reduced 27.51%	42,609 $2.44 Million
Q2 2023 Aug 07, 2023	BUY	$72.69 - $79.04 $3.83 Million - $4.16 Million	52,633 Added 855.82%	58,783 $4.36 Million
Q1 2023 May 05, 2023	SELL	$69.87 - $85.74 $9,083 - $11,146	-130 Reduced 2.07%	6,150 $474,000
Q4 2022 Feb 07, 2023	SELL	$70.64 - $87.15 $34,542 - $42,616	-489 Reduced 7.22%	6,280 $524,000
Q3 2022 Nov 01, 2022	SELL	$54.18 - $90.81 $87,175 - $146,113	-1,609 Reduced 19.21%	6,769 $531,000
Q2 2022 Jul 27, 2022	SELL	$68.51 - $87.08 $84,061 - $106,847	-1,227 Reduced 12.77%	8,378 $649,000
Q1 2022 May 03, 2022	BUY	$72.32 - $91.66 $322,185 - $408,345	4,455 Added 86.5%	9,605 $814,000
Q4 2021 Feb 04, 2022	BUY	$77.83 - $93.36 $28,719 - $34,449	369 Added 7.72%	5,150 $481,000
Q3 2021 Nov 04, 2021	SELL	$74.19 - $86.48 $7,789 - $9,080	-105 Reduced 2.15%	4,781 $375,000
Q2 2021 Aug 02, 2021	BUY	$71.54 - $80.94 $9,729 - $11,007	136 Added 2.86%	4,886 $358,000
Q1 2021 Apr 29, 2021	BUY	$70.7 - $86.87 $110,221 - $135,430	1,559 Added 48.86%	4,750 $359,000
Q4 2020 Feb 11, 2021	BUY	$70.29 - $77.75 $224,295 - $248,100	3,191 New	3,191 $246,000
Q2 2020 Aug 12, 2020	SELL	$54.56 - $65.12 $63,235 - $75,474	-1,159 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$45.42 - $70.56 $52,641 - $81,779	1,159 New	1,159 $279,000

Others Institutions Holding NEE

# of Institutions

2,945

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

27.2M

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 $136B
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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Modera Wealth Management, LLC Nextera Energy Inc Transaction History