Providence Wealth Advisors, LLC Nextera Energy Inc Transaction History

Providence Wealth Advisors, LLC

$134 Million
Q3 2024

A detailed history of Providence Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Providence Wealth Advisors, LLC holds 38,530 shares of NEE stock, worth $2.94 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

38,530

Previous 18,259 111.02%

Holding current value

$2.94 Million

Previous $1.29 Million 152.01%

% of portfolio

2.43%

Previous 1.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$69.9 - $84.97 $1.42 Million - $1.72 Million	20,271 Added 111.02%	38,530 $3.26 Million
Q2 2024 Aug 08, 2024	SELL	$61.7 - $80.02 $63,365 - $82,180	-1,027 Reduced 5.33%	18,259 $1.29 Million
Q1 2024 May 13, 2024	BUY	$54.97 - $63.91 $59,752 - $69,470	1,087 Added 5.97%	19,286 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$57.08 - $75.9 $82,423 - $109,599	1,444 Added 8.62%	18,199 $1.04 Million
Q2 2023 Aug 08, 2023	BUY	$72.69 - $79.04 $28,131 - $30,588	387 Added 2.36%	16,755 $1.24 Million
Q1 2023 May 11, 2023	BUY	$69.87 - $85.74 $34,935 - $42,870	500 Added 3.15%	16,368 $1.26 Million
Q4 2022 Feb 13, 2023	SELL	$70.64 - $87.15 $3,178 - $3,921	-45 Reduced 0.28%	15,868 $1.33 Million
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $504,849 - $846,167	-9,318 Reduced 36.93%	15,913 $1.26 Million
Q2 2022 Aug 10, 2022	BUY	$68.51 - $87.08 $59,672 - $75,846	871 Added 3.58%	25,231 $2 Million
Q1 2022 May 10, 2022	BUY	$72.32 - $91.66 $148,979 - $188,819	2,060 Added 9.24%	24,360 $2.09 Million
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $27,821 - $32,430	375 Added 1.71%	22,300 $1.77 Million
Q2 2021 Aug 12, 2021	BUY	$71.54 - $80.94 $9,300 - $10,522	130 Added 0.6%	21,925 $1.63 Million
Q1 2021 May 17, 2021	BUY	$70.7 - $86.87 $12,655 - $15,549	179 Added 0.83%	21,795 $1.65 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $1.14 Million - $1.26 Million	16,237 Added 301.86%	21,616 $1.64 Million
Q3 2020 Nov 10, 2020	SELL	$61.56 - $73.93 $1,539 - $1,848	-25 Reduced 0.46%	5,379 $1.49 Million
Q1 2020 May 05, 2020	SELL	$45.42 - $70.56 $5,586 - $8,678	-123 Reduced 2.23%	5,404 $1.21 Million
Q4 2019 Jan 29, 2020	SELL	$55.52 - $60.68 $30,536 - $33,374	-550 Reduced 9.05%	5,527 $1.33 Million
Q3 2019 Nov 12, 2019	BUY	$51.01 - $58.25 $3,162 - $3,611	62 Added 1.03%	6,077 $1.42 Million
Q2 2019 Jul 22, 2019	SELL	$46.97 - $52.05 $234 - $260	-5 Reduced 0.08%	6,015 $1.24 Million
Q1 2019 Apr 18, 2019	SELL	$42.35 - $48.75 $1,524 - $1,755	-36 Reduced 0.59%	6,020 $1.16 Million
Q3 2018 Nov 01, 2018	BUY	$41.11 - $43.79 $2,055 - $2,189	50 Added 0.83%	6,056 $1.02 Million
Q2 2018 Aug 14, 2018	BUY	$38.85 - $42.02 $1,942 - $2,101	50 Added 0.84%	6,006 $1 Million
Q1 2018 Aug 14, 2018	BUY	$36.32 - $40.83 $216,321 - $243,183	5,956 New	5,956 $967,000

Others Institutions Holding NEE

# of Institutions

2,943

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 $150B
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 Providence Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Providence Wealth Advisors, LLC with notifications on news.

Account

Providence Wealth Advisors, LLC Nextera Energy Inc Transaction History