A detailed history of Mount Yale Investment Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 23,786 shares of NEE stock, worth $1.82 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,786
Previous 24,257 1.94%
Holding current value
$1.82 Million
Previous $1.72 Million 17.06%
% of portfolio
0.2%
Previous 0.14%

Shares

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

Oct 23, 2024

SELL
$69.9 - $84.97 $32,922 - $40,020
-471 Reduced 1.94%
23,786 $2.01 Million
Q2 2024

Aug 13, 2024

SELL
$61.7 - $80.02 $7.21 Million - $9.35 Million
-116,810 Reduced 82.8%
24,257 $1.72 Million
Q1 2024

May 15, 2024

BUY
$54.97 - $63.91 $169,417 - $196,970
3,082 Added 2.23%
141,067 $9.02 Million
Q4 2023

Feb 12, 2024

BUY
$49.32 - $62.78 $6.14 Million - $7.81 Million
124,460 Added 920.22%
137,985 $8.38 Million
Q3 2023

Oct 11, 2023

BUY
$57.08 - $75.9 $11,530 - $15,331
202 Added 1.52%
13,525 $774,000
Q2 2023

Aug 14, 2023

BUY
$72.69 - $79.04 $150,395 - $163,533
2,069 Added 18.38%
13,323 $988,000
Q1 2023

May 11, 2023

SELL
$69.87 - $85.74 $662,856 - $813,415
-9,487 Reduced 45.74%
11,254 $867,000
Q4 2022

Feb 13, 2023

BUY
$70.64 - $87.15 $242,930 - $299,708
3,439 Added 19.88%
20,741 $1.73 Million
Q3 2022

Nov 07, 2022

BUY
$54.18 - $90.81 $98,932 - $165,819
1,826 Added 11.8%
17,302 $1.36 Million
Q2 2022

Aug 02, 2022

BUY
$68.51 - $87.08 $54,739 - $69,576
799 Added 5.44%
15,476 $1.2 Million
Q1 2022

May 03, 2022

BUY
$72.32 - $91.66 $8,099 - $10,265
112 Added 0.77%
14,677 $1.24 Million
Q4 2021

Feb 02, 2022

BUY
$77.83 - $93.36 $78,608 - $94,293
1,010 Added 7.45%
14,565 $1.36 Million
Q3 2021

Nov 02, 2021

BUY
$74.19 - $86.48 $1.01 Million - $1.17 Million
13,555 New
13,555 $1.06 Million
Q1 2021

May 04, 2021

SELL
$70.7 - $86.87 $200,434 - $246,276
-2,835 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$70.29 - $77.75 $140,931 - $155,888
2,005 Added 241.57%
2,835 $219,000
Q3 2020

Nov 16, 2020

BUY
$61.56 - $73.93 $51,094 - $61,361
830 New
830 $230,000

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 $151B
  • 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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