Montgomery Investment Management Inc Nextera Energy Inc Transaction History

Montgomery Investment Management Inc

$242 Million
Q2 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 33,360 shares of NEE stock, worth $2.82 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

33,360

Previous 33,460 0.3%

Holding current value

$2.82 Million

Previous $2.14 Million 10.48%

% of portfolio

0.98%

Previous 0.85%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,795

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.4M

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 $166B
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...

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Montgomery Investment Management Inc Nextera Energy Inc Transaction History