Ritholtz Wealth Management Nextera Energy Inc Transaction History

Ritholtz Wealth Management

$3.28 Billion
Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Nextera Energy Inc stock. As of the latest transaction made, Ritholtz Wealth Management holds 29,553 shares of NEE stock, worth $2.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,553

Previous 26,427 11.83%

Holding current value

$2.25 Million

Previous $1.87 Million 33.51%

% of portfolio

0.08%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$69.9 - $84.97 $218,507 - $265,616	3,126 Added 11.83%	29,553 $2.5 Million
Q2 2024 Jul 31, 2024	BUY	$61.7 - $80.02 $395,867 - $513,408	6,416 Added 32.06%	26,427 $1.87 Million
Q1 2024 Apr 24, 2024	SELL	$54.97 - $63.91 $11,763 - $13,676	-214 Reduced 1.06%	20,011 $1.28 Million
Q4 2023 Jan 18, 2024	SELL	$49.32 - $62.78 $26,386 - $33,587	-535 Reduced 2.58%	20,225 $1.23 Million
Q3 2023 Oct 13, 2023	BUY	$57.08 - $75.9 $454,642 - $604,543	7,965 Added 62.25%	20,760 $1.19 Million
Q2 2023 Jul 14, 2023	SELL	$72.69 - $79.04 $23,042 - $25,055	-317 Reduced 2.42%	12,795 $949,000
Q1 2023 Apr 19, 2023	SELL	$69.87 - $85.74 $216,038 - $265,108	-3,092 Reduced 19.08%	13,112 $1.01 Million
Q4 2022 Jan 18, 2023	SELL	$70.64 - $87.15 $962,752 - $1.19 Million	-13,629 Reduced 45.68%	16,204 $0
Q3 2022 Oct 18, 2022	BUY	$54.18 - $90.81 $772,769 - $1.3 Million	14,263 Added 91.61%	29,833 $2.34 Million
Q2 2022 Jul 15, 2022	BUY	$68.51 - $87.08 $106,327 - $135,148	1,552 Added 11.07%	15,570 $1.21 Million
Q1 2022 Apr 14, 2022	BUY	$72.32 - $91.66 $116,290 - $147,389	1,608 Added 12.96%	14,018 $1.19 Million
Q4 2021 Jan 18, 2022	BUY	$77.83 - $93.36 $165,310 - $198,296	2,124 Added 20.65%	12,410 $1.16 Million
Q3 2021 Oct 14, 2021	BUY	$74.19 - $86.48 $237,408 - $276,736	3,200 Added 45.16%	10,286 $808,000
Q2 2021 Jul 20, 2021	BUY	$71.54 - $80.94 $13,377 - $15,135	187 Added 2.71%	7,086 $519,000
Q1 2021 May 12, 2021	BUY	$70.7 - $86.87 $84,840 - $104,244	1,200 Added 21.06%	6,899 $522,000
Q4 2020 Jan 19, 2021	BUY	$70.29 - $77.75 $312,649 - $345,832	4,448 Added 355.56%	5,699 $440,000
Q3 2020 Oct 23, 2020	BUY	$61.56 - $73.93 $7,695 - $9,241	125 Added 11.1%	1,251 $347,000
Q2 2020 Jul 15, 2020	SELL	$54.56 - $65.12 $23,297 - $27,806	-427 Reduced 27.5%	1,126 $270,000
Q1 2020 Apr 09, 2020	BUY	$45.42 - $70.56 $70,537 - $109,579	1,553 New	1,553 $374,000

Others Institutions Holding NEE

# of Institutions

2,945

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 $149B
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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Nextera Energy Inc Transaction History