A detailed history of One Ascent Financial Services LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, One Ascent Financial Services LLC holds 5,685 shares of NEE stock, worth $434,049. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,685
Previous 5,806 2.08%
Holding current value
$434,049
Previous $411,000 17.03%
% of portfolio
0.35%
Previous 0.06%

Shares

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

Nov 07, 2024

SELL
$69.9 - $84.97 $8,457 - $10,281
-121 Reduced 2.08%
5,685 $481,000
Q2 2024

Jul 17, 2024

BUY
$61.7 - $80.02 $10,735 - $13,923
174 Added 3.09%
5,806 $411,000
Q1 2024

Apr 16, 2024

SELL
$54.97 - $63.91 $6,761 - $7,860
-123 Reduced 2.14%
5,632 $360,000
Q4 2023

Jan 11, 2024

BUY
$49.32 - $62.78 $106,087 - $135,039
2,151 Added 59.68%
5,755 $350,000
Q3 2023

Oct 13, 2023

BUY
$57.08 - $75.9 $205,716 - $273,543
3,604 New
3,604 $206,000
Q4 2022

Jan 12, 2023

BUY
$70.64 - $87.15 $205,633 - $253,693
2,911 New
2,911 $243,000
Q2 2022

Aug 08, 2022

SELL
$68.51 - $87.08 $251,294 - $319,409
-3,668 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$72.32 - $91.66 $433 - $549
-6 Reduced 0.16%
3,668 $311,000
Q4 2021

Feb 08, 2022

BUY
$77.83 - $93.36 $5,214 - $6,255
67 Added 1.86%
3,674 $343,000
Q3 2021

Nov 12, 2021

BUY
$74.19 - $86.48 $61,503 - $71,691
829 Added 29.84%
3,607 $283,000
Q1 2021

Apr 27, 2021

BUY
$70.7 - $86.87 $11,312 - $13,899
160 Added 6.11%
2,778 $210,000
Q4 2020

Feb 08, 2021

SELL
$70.29 - $77.75 $185,284 - $204,949
-2,636 Reduced 50.17%
2,618 $202,000
Q4 2020

Jan 13, 2021

BUY
$70.29 - $77.75 $248,686 - $275,079
3,538 Added 206.18%
5,254 $405,000
Q3 2020

Nov 02, 2020

SELL
$61.56 - $73.93 $46,477 - $55,817
-755 Reduced 30.55%
1,716 $476,000
Q2 2020

Jul 21, 2020

BUY
$54.56 - $65.12 $47,303 - $56,459
867 Added 54.05%
2,471 $594,000
Q1 2020

Apr 14, 2020

BUY
$45.42 - $70.56 $72,853 - $113,178
1,604 New
1,604 $386,000

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 $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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