Regent Peak Wealth Advisors LLC Nextera Energy Inc Transaction History

Regent Peak Wealth Advisors LLC

$393 Million
Q1 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 7,044 shares of NEE stock, worth $505,970. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,044

Previous 6,719 4.84%

Holding current value

$505,970

Previous $408,000 10.29%

% of portfolio

0.11%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$54.97 - $63.91 $17,865 - $20,770	325 Added 4.84%	7,044 $450,000
Q4 2023 Jan 23, 2024	BUY	$49.32 - $62.78 $5,178 - $6,591	105 Added 1.59%	6,719 $408,000
Q3 2023 Nov 03, 2023	SELL	$57.08 - $75.9 $32,136 - $42,731	-563 Reduced 7.84%	6,614 $378,000
Q2 2023 Jul 19, 2023	SELL	$72.69 - $79.04 $2,544 - $2,766	-35 Reduced 0.49%	7,177 $532,000
Q1 2023 Apr 24, 2023	SELL	$69.87 - $85.74 $25,362 - $31,123	-363 Reduced 4.79%	7,212 $555,000

Q4 2022 Feb 08, 2023	BUY	$70.64 - $87.15 $33,271 - $41,047	471 Added 6.63%	7,575 $633,000
Q3 2022 Nov 14, 2022	BUY	$54.18 - $90.81 $8,885 - $14,892	164 Added 2.36%	7,104 $557,000
Q2 2022 Aug 11, 2022	BUY	$68.51 - $87.08 $19,662 - $24,991	287 Added 4.31%	6,940 $537,000
Q1 2022 May 03, 2022	SELL	$72.32 - $91.66 $3,543 - $4,491	-49 Reduced 0.73%	6,653 $564,000
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $19,535 - $23,433	251 Added 3.89%	6,702 $626,000
Q3 2021 Nov 08, 2021	BUY	$74.19 - $86.48 $2,448 - $2,853	33 Added 0.51%	6,451 $507,000
Q2 2021 Aug 16, 2021	BUY	$71.54 - $80.94 $17,885 - $20,235	250 Added 4.05%	6,418 $500,000
Q1 2021 Apr 28, 2021	SELL	$70.7 - $86.87 $10,675 - $13,117	-151 Reduced 2.39%	6,168 $466,000
Q4 2020 Feb 12, 2021	BUY	$70.29 - $77.75 $340,133 - $376,232	4,839 Added 326.96%	6,319 $488,000
Q3 2020 Nov 04, 2020	BUY	$61.56 - $73.93 $2,031 - $2,439	33 Added 2.28%	1,480 $411,000
Q2 2020 Aug 05, 2020	BUY	$54.56 - $65.12 $3,219 - $3,842	59 Added 4.25%	1,447 $348,000
Q1 2020 Apr 27, 2020	SELL	$45.42 - $70.56 $20,666 - $32,104	-455 Reduced 24.69%	1,388 $334,000
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $102,323 - $111,833	1,843 New	1,843 $446,000

Others Institutions Holding NEE

# of Institutions

2,672

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 $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 Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Account

Regent Peak Wealth Advisors LLC Nextera Energy Inc Transaction History