Phoenix Wealth Advisors Nextera Energy Inc Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Phoenix Wealth Advisors holds 24,260 shares of NEE stock, worth $1.74 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

24,260

Previous 24,314 0.22%

Holding current value

$1.74 Million

Previous $1.72 Million 19.12%

% of portfolio

0.96%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$69.9 - $84.97 $3,774 - $4,588	-54 Reduced 0.22%	24,260 $2.05 Million
Q2 2024 Jul 17, 2024	BUY	$61.7 - $80.02 $1.5 Million - $1.95 Million	24,314 New	24,314 $1.72 Million
Q4 2022 Feb 06, 2023	SELL	$70.64 - $87.15 $26,136 - $32,245	-370 Reduced 1.21%	30,311 $2.53 Million
Q3 2022 Nov 07, 2022	SELL	$54.18 - $90.81 $36,842 - $61,750	-680 Reduced 2.17%	30,681 $2.41 Million
Q2 2022 Aug 01, 2022	SELL	$68.51 - $87.08 $78,786 - $100,142	-1,150 Reduced 3.54%	31,361 $2.43 Million
Q1 2022 May 02, 2022	BUY	$72.32 - $91.66 $62,050 - $78,644	858 Added 2.71%	32,511 $2.81 Million
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $165,622 - $198,670	2,128 Added 7.21%	31,653 $2.96 Million
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $26,560 - $30,959	358 Added 1.23%	29,525 $2.32 Million
Q2 2021 Jul 23, 2021	BUY	$71.54 - $80.94 $129,129 - $146,096	1,805 Added 6.6%	29,167 $2.19 Million
Q1 2021 Apr 12, 2021	BUY	$70.7 - $86.87 $17,038 - $20,935	241 Added 0.89%	27,362 $2.07 Million
Q4 2020 Feb 05, 2021	BUY	$70.29 - $77.75 $1.91 Million - $2.11 Million	27,121 New	27,121 $2.09 Million

Others Institutions Holding NEE

# of Institutions

2,949

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 $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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Account

Phoenix Wealth Advisors Nextera Energy Inc Transaction History