A detailed history of Roberts Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 69,223 shares of NEE stock, worth $5.44 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
69,223
Previous 66,769 3.68%
Holding current value
$5.44 Million
Previous $4.73 Million 23.78%
% of portfolio
2.0%
Previous 1.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$69.9 - $84.97 $171,534 - $208,516
2,454 Added 3.68%
69,223 $5.85 Million
Q2 2024

Aug 13, 2024

BUY
$61.7 - $80.02 $25,111 - $32,568
407 Added 0.61%
66,769 $4.73 Million
Q1 2024

Apr 17, 2024

BUY
$54.97 - $63.91 $103,563 - $120,406
1,884 Added 2.92%
66,362 $4.24 Million
Q4 2023

Jan 17, 2024

BUY
$49.32 - $62.78 $1.17 Million - $1.49 Million
23,798 Added 58.5%
64,478 $11.7 Million
Q3 2023

Oct 17, 2023

BUY
$57.08 - $75.9 $2.08 Million - $2.76 Million
36,418 Added 854.48%
40,680 $2.33 Million
Q2 2023

Jul 12, 2023

BUY
$72.69 - $79.04 $1,017 - $1,106
14 Added 0.33%
4,262 $316,000
Q1 2023

Apr 11, 2023

SELL
$69.87 - $85.74 $81,957 - $100,573
-1,173 Reduced 21.64%
4,248 $327,000
Q4 2022

Jan 10, 2023

BUY
$70.64 - $87.15 $382,939 - $472,440
5,421 New
5,421 $0

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 $154B
  • 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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