Principle Wealth Partners LLC Nextera Energy Inc Transaction History

Principle Wealth Partners LLC

$1.21 Billion
Q1 2024

A detailed history of Principle Wealth Partners LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Principle Wealth Partners LLC holds 33,558 shares of NEE stock, worth $2.42 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

33,558

Previous 27,178 23.47%

Holding current value

$2.42 Million

Previous $1.65 Million 29.94%

% of portfolio

0.18%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$54.97 - $63.91 $350,708 - $407,745	6,380 Added 23.47%	33,558 $2.14 Million
Q4 2023 Feb 05, 2024	SELL	$49.32 - $62.78 $560,472 - $713,431	-11,364 Reduced 29.48%	27,178 $1.65 Million
Q3 2023 Nov 01, 2023	SELL	$57.08 - $75.9 $13,014 - $17,305	-228 Reduced 0.59%	38,542 $2.21 Million
Q2 2023 Jul 31, 2023	SELL	$72.69 - $79.04 $290 - $316	-4 Reduced 0.01%	38,770 $2.88 Million
Q4 2022 Feb 02, 2023	BUY	$70.64 - $87.15 $389,014 - $479,935	5,507 Added 16.55%	38,774 $3.24 Million

Q3 2022 Nov 14, 2022	BUY	$54.18 - $90.81 $120,550 - $202,052	2,225 Added 7.17%	33,267 $2.61 Million
Q2 2022 Aug 02, 2022	BUY	$68.51 - $87.08 $199,706 - $253,838	2,915 Added 10.36%	31,042 $2.41 Million
Q1 2022 May 12, 2022	BUY	$72.32 - $91.66 $403,907 - $511,921	5,585 Added 24.78%	28,127 $2.38 Million
Q2 2021 Aug 13, 2021	BUY	$71.54 - $80.94 $302,614 - $342,376	4,230 Added 23.1%	22,542 $1.65 Million
Q1 2021 May 18, 2021	BUY	$70.7 - $86.87 $217,756 - $267,559	3,080 Added 20.22%	18,312 $1.39 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $932,467 - $1.03 Million	13,266 Added 674.77%	15,232 $1.18 Million
Q1 2020 May 13, 2020	SELL	$45.42 - $70.56 $2,271 - $3,528	-50 Reduced 2.48%	1,966 $473,000
Q2 2019 Nov 05, 2019	BUY	$46.97 - $52.05 $2,301 - $2,550	49 Added 2.49%	2,016 $413,000
Q1 2019 Oct 30, 2019	SELL	$42.35 - $48.75 $11,095 - $12,772	-262 Reduced 11.75%	1,967 $380,000
Q4 2018 Oct 11, 2019	BUY	$41.75 - $45.74 $93,060 - $101,954	2,229 New	2,229 $387,000

Others Institutions Holding NEE

# of Institutions

2,674

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

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 $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...

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Principle Wealth Partners LLC Nextera Energy Inc Transaction History