Montgomery Investment Management Inc Nextera Energy Inc Transaction History

Montgomery Investment Management Inc

  • $263 Million
  • Q3 2024

A detailed history of Montgomery Investment Management Inc transactions in Nextera Energy Inc stock. As of the latest transaction made, Montgomery Investment Management Inc holds 33,260 shares of NEE stock, worth $2.54 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
33,260
Previous 33,360 0.3%
Holding current value
$2.54 Million
Previous $2.36 Million 19.01%
% of portfolio
1.07%
Previous 0.98%

Shares

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

Oct 24, 2024
SELL
$69.9 - $84.97 $6,990 - $8,497
-100 Reduced 0.3%
33,260 $2.81 Million
Q2 2024

Jul 12, 2024
SELL
$61.7 - $80.02 $6,170 - $8,002
-100 Reduced 0.3%
33,360 $2.36 Million
Q1 2024

May 01, 2024
BUY
$54.97 - $63.91 $50,572 - $58,797
920 Added 2.83%
33,460 $2.14 Million
Q4 2023

Jan 29, 2024
SELL
$49.32 - $62.78 $103,572 - $131,838
-2,100 Reduced 6.06%
32,540 $1.98 Million
Q3 2023

Oct 27, 2023
BUY
$57.08 - $75.9 $28,540 - $37,950
500 Added 1.46%
34,640 $1.98 Million
Q2 2023

Aug 02, 2023
SELL
$72.69 - $79.04 $29,076 - $31,616
-400 Reduced 1.16%
34,140 $2.53 Million
Q1 2022

May 02, 2022
SELL
$72.32 - $91.66 $86,783 - $109,992
-1,200 Reduced 3.36%
34,540 $2.93 Million
Q4 2021

Jan 25, 2022
SELL
$77.83 - $93.36 $110,518 - $132,571
-1,420 Reduced 3.82%
35,740 $3.34 Million
Q3 2021

Nov 03, 2021
SELL
$74.19 - $86.48 $29,676 - $34,592
-400 Reduced 1.06%
37,160 $2.92 Million
Q1 2021

Apr 28, 2021
SELL
$70.7 - $86.87 $28,280 - $34,748
-400 Reduced 1.05%
37,560 $2.84 Million
Q4 2020

Feb 09, 2021
BUY
$70.29 - $77.75 $2 Million - $2.21 Million
28,470 Added 300.0%
37,960 $2.93 Million
Q2 2020

Aug 12, 2020
SELL
$54.56 - $65.12 $16,368 - $19,536
-300 Reduced 3.06%
9,490 $2.28 Million
Q1 2020

Apr 28, 2020
SELL
$45.42 - $70.56 $49,962 - $77,616
-1,100 Reduced 10.1%
9,790 $2.36 Million
Q4 2019

Feb 05, 2020
SELL
$55.52 - $60.68 $11,104 - $12,136
-200 Reduced 1.8%
10,890 $2.64 Million
Q3 2019

Nov 08, 2019
SELL
$51.01 - $58.25 $6,121 - $6,990
-120 Reduced 1.07%
11,090 $2.58 Million
Q2 2019

Aug 05, 2019
SELL
$46.97 - $52.05 $46,970 - $52,050
-1,000 Reduced 8.19%
11,210 $2.3 Million
Q4 2018

Jan 25, 2019
SELL
$41.75 - $45.74 $91,850 - $100,628
-2,200 Reduced 15.27%
12,210 $2.12 Million
Q1 2018

May 01, 2018
SELL
$36.32 - $40.83 $43,584 - $48,996
-1,200 Reduced 7.69%
14,410 $2.35 Million
Q3 2017

Oct 26, 2017
BUY
$36.52 - $37.85 $570,077 - $590,838
15,610
15,610 $2.29 Million

Others Institutions Holding NEE

# of Institutions
2,943
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • 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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