Outlook Wealth Advisors, LLC Nextera Energy Inc Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,246 shares of NEE stock, worth $629,582. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,246

Previous 8,321 0.9%

Holding current value

$629,582

Previous $589,000 18.34%

% of portfolio

0.24%

Previous 0.21%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$69.9 - $84.97 $5,242 - $6,372	-75 Reduced 0.9%	8,246 $697,000
Q2 2024 Jul 18, 2024	SELL	$61.7 - $80.02 $4,565 - $5,921	-74 Reduced 0.88%	8,321 $589,000
Q1 2024 Apr 22, 2024	SELL	$54.97 - $63.91 $169,307 - $196,842	-3,080 Reduced 26.84%	8,395 $536,000
Q4 2023 Jan 29, 2024	SELL	$49.32 - $62.78 $69,294 - $88,205	-1,405 Reduced 10.91%	11,475 $696,000
Q3 2023 Oct 10, 2023	BUY	$57.08 - $75.9 $17,124 - $22,770	300 Added 2.38%	12,880 $737,000
Q2 2023 Jul 10, 2023	SELL	$72.69 - $79.04 $31,547 - $34,303	-434 Reduced 3.33%	12,580 $933,000
Q1 2023 Apr 18, 2023	BUY	$69.87 - $85.74 $1,607 - $1,972	23 Added 0.18%	13,014 $1 Million
Q4 2022 Feb 14, 2023	BUY	$70.64 - $87.15 $188,043 - $231,993	2,662 Added 25.77%	12,991 $1.09 Million
Q3 2022 Oct 25, 2022	SELL	$54.18 - $90.81 $7,422 - $12,440	-137 Reduced 1.31%	10,329 $809,000
Q2 2022 Jul 28, 2022	BUY	$68.51 - $87.08 $4,864 - $6,182	71 Added 0.68%	10,466 $811,000
Q1 2022 Jul 28, 2022	BUY	$72.32 - $91.66 $178,268 - $225,941	2,465 Added 31.08%	10,395 $881,000
Q1 2022 May 13, 2022	SELL	$72.32 - $91.66 $182,897 - $231,808	-2,529 Reduced 24.18%	7,930 $672,000
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $4,124 - $4,948	53 Added 0.51%	10,459 $976,000
Q3 2021 Oct 22, 2021	BUY	$74.19 - $86.48 $6,751 - $7,869	91 Added 0.88%	10,406 $817,000
Q2 2021 Jul 21, 2021	SELL	$71.54 - $80.94 $71,396 - $80,778	-998 Reduced 8.82%	10,315 $756,000
Q1 2021 May 04, 2021	BUY	$70.7 - $86.87 $86,819 - $106,676	1,228 Added 12.18%	11,313 $855,000
Q4 2020 Feb 04, 2021	BUY	$70.29 - $77.75 $535,258 - $592,066	7,615 Added 308.3%	10,085 $778,000
Q3 2020 Nov 10, 2020	BUY	$61.56 - $73.93 $15,451 - $18,556	251 Added 11.31%	2,470 $685,000
Q2 2020 Jul 17, 2020	SELL	$54.56 - $65.12 $5,674 - $6,772	-104 Reduced 4.48%	2,219 $533,000
Q1 2020 Apr 16, 2020	BUY	$45.42 - $70.56 $25,798 - $40,078	568 Added 32.36%	2,323 $559,000
Q4 2019 Feb 12, 2020	BUY	$55.52 - $60.68 $2,553 - $2,791	46 Added 2.69%	1,755 $425,000
Q3 2019 Oct 17, 2019	BUY	$51.01 - $58.25 $2,856 - $3,262	56 Added 3.39%	1,709 $398,000
Q2 2019 Aug 15, 2019	BUY	$46.97 - $52.05 $4,133 - $4,580	88 Added 5.62%	1,653 $339,000
Q1 2019 May 06, 2019	BUY	$42.35 - $48.75 $60,391 - $69,517	1,426 Added 1025.9%	1,565 $303,000
Q4 2018 Feb 13, 2019	BUY	$41.75 - $45.74 $5,803 - $6,357	139 New	139 $242,000

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

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

Outlook Wealth Advisors, LLC Nextera Energy Inc Transaction History