A detailed history of Polaris Wealth Advisory Group, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 463,870 shares of NEE stock, worth $33.4 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
463,870
Previous 441,813 4.99%
Holding current value
$33.4 Million
Previous $32.8 Million 18.93%
% of portfolio
2.04%
Previous 2.53%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$57.08 - $75.9 $1.26 Million - $1.67 Million
22,057 Added 4.99%
463,870 $26.6 Million
Q2 2023

Aug 07, 2023

BUY
$72.69 - $79.04 $5.36 Million - $5.83 Million
73,714 Added 20.03%
441,813 $32.8 Million
Q1 2023

May 03, 2023

BUY
$69.87 - $85.74 $21.7 Million - $26.6 Million
310,441 Added 538.42%
368,099 $28.4 Million
Q4 2022

Jan 19, 2023

SELL
$70.64 - $87.15 $208,741 - $257,528
-2,955 Reduced 4.88%
57,658 $0
Q3 2022

Oct 12, 2022

BUY
$54.18 - $90.81 $3.28 Million - $5.5 Million
60,613 New
60,613 $4.65 Million
Q2 2022

Jul 12, 2022

SELL
$68.51 - $87.08 $774,985 - $985,048
-11,312 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$72.32 - $91.66 $183,620 - $232,724
2,539 Added 28.94%
11,312 $985,000
Q4 2021

Jan 26, 2022

SELL
$77.83 - $93.36 $6,226 - $7,468
-80 Reduced 0.9%
8,773 $819,000
Q3 2021

Oct 18, 2021

BUY
$74.19 - $86.48 $656,804 - $765,607
8,853 New
8,853 $716,000
Q3 2020

Oct 15, 2020

SELL
$61.56 - $73.93 $5.75 Million - $6.9 Million
-93,376 Closed
0 $0
Q2 2020

Jul 13, 2020

BUY
$54.56 - $65.12 $5.09 Million - $6.08 Million
93,376 New
93,376 $23 Million
Q4 2018

Jan 17, 2019

SELL
$41.75 - $45.74 $3,548 - $3,887
-85 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$41.11 - $43.79 $3,494 - $3,722
85 New
85 $14,000
Q2 2018

Jul 09, 2018

SELL
$38.85 - $42.02 $3,302 - $3,571
-85 Closed
0 $0
Q1 2018

Apr 09, 2018

BUY
$36.32 - $40.83 $3,087 - $3,470
85 New
85 $14,000

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 $142B
  • 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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