A detailed history of Primoris Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 38,524 shares of NEE stock, worth $2.78 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
38,524
Previous 33,505 14.98%
Holding current value
$2.78 Million
Previous $2.04 Million 20.98%
% of portfolio
1.97%
Previous 1.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$54.97 - $63.91 $275,894 - $320,764
5,019 Added 14.98%
38,524 $2.46 Million
Q4 2023

Feb 15, 2024

BUY
$49.32 - $62.78 $1.65 Million - $2.1 Million
33,505 New
33,505 $2.04 Million
Q1 2023

Apr 25, 2023

SELL
$69.87 - $85.74 $5,170 - $6,344
-74 Reduced 1.3%
5,603 $431,000
Q4 2022

Feb 03, 2023

BUY
$70.64 - $87.15 $21,615 - $26,667
306 Added 5.7%
5,677 $474,000
Q3 2022

Oct 20, 2022

SELL
$54.18 - $90.81 $6,555 - $10,988
-121 Reduced 2.2%
5,371 $422,000
Q2 2022

Jul 29, 2022

BUY
$68.51 - $87.08 $8,289 - $10,536
121 Added 2.25%
5,492 $425,000
Q1 2022

Apr 29, 2022

BUY
$72.32 - $91.66 $21,695 - $27,498
300 Added 5.92%
5,371 $456,000
Q4 2021

Feb 08, 2022

BUY
$77.83 - $93.36 $394,675 - $473,428
5,071 New
5,071 $473,000

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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