Optimum Investment Advisors Nextera Energy Inc Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 2,400 shares of NEE stock, worth $170,976. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,400

Previous 2,400 -0.0%

Holding current value

$170,976

Previous $169,000 19.53%

% of portfolio

0.09%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$49.32 - $62.78 $98,738 - $125,685	-2,002 Reduced 45.48%	2,400 $145,000
Q3 2023 Oct 13, 2023	SELL	$57.08 - $75.9 $91,213 - $121,288	-1,598 Reduced 26.63%	4,402 $252,000
Q1 2023 May 03, 2023	SELL	$69.87 - $85.74 $112,490 - $138,041	-1,610 Reduced 21.16%	6,000 $462,000
Q3 2022 Oct 24, 2022	BUY	$54.18 - $90.81 $541 - $908	10 Added 0.13%	7,610 $597,000
Q3 2021 Oct 22, 2021	SELL	$74.19 - $86.48 $148,380 - $172,960	-2,000 Reduced 20.83%	7,600 $597,000
Q4 2020 Jan 21, 2021	BUY	$70.29 - $77.75 $505,385 - $559,022	7,190 Added 298.34%	9,600 $741,000
Q3 2020 Oct 06, 2020	BUY	$61.56 - $73.93 $18,468 - $22,179	300 Added 14.22%	2,410 $669,000
Q2 2020 Jul 16, 2020	SELL	$54.56 - $65.12 $4,092 - $4,884	-75 Reduced 3.43%	2,110 $507,000
Q1 2020 Apr 21, 2020	BUY	$45.42 - $70.56 $4,542 - $7,056	100 Added 4.8%	2,185 $526,000
Q3 2019 Oct 17, 2019	BUY	$51.01 - $58.25 $4,335 - $4,951	85 Added 4.25%	2,085 $486,000
Q2 2019 Jul 29, 2019	BUY	$46.97 - $52.05 $15,171 - $16,812	323 Added 19.26%	2,000 $410,000
Q1 2019 May 03, 2019	BUY	$42.35 - $48.75 $22,869 - $26,325	540 Added 47.49%	1,677 $324,000
Q4 2018 Feb 04, 2019	SELL	$41.75 - $45.74 $3,047 - $3,339	-73 Reduced 6.03%	1,137 $198,000
Q3 2018 Oct 05, 2018	BUY	$41.11 - $43.79 $3,001 - $3,196	73 Added 6.42%	1,210 $203,000
Q1 2018 May 09, 2018	BUY	$36.32 - $40.83 $41,295 - $46,423	1,137 New	1,137 $186,000

Others Institutions Holding NEE

# of Institutions

2,948

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $140B
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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Optimum Investment Advisors Nextera Energy Inc Transaction History