Paulson Wealth Management Inc. Nextera Energy Inc Transaction History

Paulson Wealth Management Inc.

$353 Million
Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 4,710 shares of NEE stock, worth $337,094. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,710

Previous 6,171 23.68%

Holding current value

$337,094

Previous $442,000 24.66%

% of portfolio

0.09%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$66.96 - $76.16 $97,828 - $111,269	-1,461 Reduced 23.68%	4,710 $333,000
Q4 2024 Feb 13, 2025	SELL	$69.77 - $85.43 $6,069 - $7,432	-87 Reduced 1.39%	6,171 $442,000
Q3 2024 Nov 05, 2024	SELL	$69.9 - $84.97 $53,823 - $65,426	-770 Reduced 10.96%	6,258 $528,000
Q2 2024 Jul 25, 2024	SELL	$61.7 - $80.02 $91,562 - $118,749	-1,484 Reduced 17.43%	7,028 $497,000
Q1 2024 May 03, 2024	BUY	$54.97 - $63.91 $467,904 - $544,001	8,512 New	8,512 $544,000
Q2 2022 Aug 05, 2022	SELL	$68.51 - $87.08 $162,985 - $207,163	-2,379 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$77.83 - $93.36 $185,157 - $222,103	2,379 New	2,379 $222,000
Q1 2021 Apr 30, 2021	SELL	$70.7 - $86.87 $203,898 - $250,533	-2,884 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$70.29 - $77.75 $150,701 - $166,696	2,144 Added 289.73%	2,884 $223,000
Q3 2020 Oct 14, 2020	BUY	$61.56 - $73.93 $45,554 - $54,708	740 New	740 $205,000
Q1 2020 Apr 29, 2020	SELL	$45.42 - $70.56 $37,198 - $57,788	-819 Closed	0 $0
Q4 2019 Jan 21, 2020	SELL	$55.52 - $60.68 $2,220 - $2,427	-40 Reduced 4.66%	819 $208,000
Q3 2019 Oct 30, 2019	BUY	$51.01 - $58.25 $43,817 - $50,036	859 New	859 $200,000
Q2 2019 Jul 30, 2019	SELL	$46.97 - $52.05 $50,023 - $55,433	-1,065 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$42.35 - $48.75 $3,091 - $3,558	-73 Reduced 6.41%	1,065 $206,000
Q4 2018 Jan 23, 2019	SELL	$41.75 - $45.74 $25,885 - $28,358	-620 Reduced 35.27%	1,138 $202,000
Q3 2018 Oct 26, 2018	SELL	$41.11 - $43.79 $534 - $569	-13 Reduced 0.73%	1,758 $299,000
Q2 2018 Aug 01, 2018	SELL	$38.85 - $42.02 $155 - $168	-4 Reduced 0.23%	1,771 $296,000
Q1 2018 May 02, 2018	BUY	$36.32 - $40.83 $3,632 - $4,083	100 Added 5.97%	1,775 $290,000
Q4 2017 Mar 01, 2018	BUY	$36.69 - $39.81 $61,455 - $66,681	1,675	1,675 $262,000

Others Institutions Holding NEE

# of Institutions

3,102

Shares Held

1.65B

Call Options Held

26.6M

Put Options Held

19M

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 $141B
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 Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Account

Paulson Wealth Management Inc. Nextera Energy Inc Transaction History