Robertson Stephens Wealth Management, LLC Nextera Energy Inc Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 25,441 shares of NEE stock, worth $1.97 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

25,441

Previous 21,488 18.4%

Holding current value

$1.97 Million

Previous $1.52 Million 41.35%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$69.9 - $84.97 $276,314 - $335,886	3,953 Added 18.4%	25,441 $2.15 Million
Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $200,771 - $260,385	3,254 Added 17.85%	21,488 $1.52 Million
Q1 2024 May 15, 2024	BUY	$54.97 - $63.91 $18,854 - $21,921	343 Added 1.92%	18,234 $1.17 Million
Q4 2023 Feb 06, 2024	BUY	$49.32 - $62.78 $8,729 - $11,112	177 Added 1.0%	17,891 $1.09 Million
Q3 2023 Nov 13, 2023	BUY	$57.08 - $75.9 $69,123 - $91,914	1,211 Added 7.34%	17,714 $1.01 Million
Q2 2023 Aug 11, 2023	SELL	$72.69 - $79.04 $4,942 - $5,374	-68 Reduced 0.41%	16,503 $1.22 Million
Q1 2023 May 11, 2023	BUY	$69.87 - $85.74 $137,783 - $169,079	1,972 Added 13.51%	16,571 $1.28 Million
Q4 2022 Feb 14, 2023	BUY	$70.64 - $87.15 $6,428 - $7,930	91 Added 0.63%	14,599 $1.22 Million
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $2,546 - $4,268	-47 Reduced 0.32%	14,508 $1.14 Million
Q2 2022 Aug 12, 2022	SELL	$68.51 - $87.08 $18,223 - $23,163	-266 Reduced 1.79%	14,555 $1.13 Million
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $125,041 - $158,480	1,729 Added 13.21%	14,821 $1.26 Million
Q4 2021 Feb 14, 2022	BUY	$77.83 - $93.36 $57,049 - $68,432	733 Added 5.93%	13,092 $1.22 Million
Q3 2021 Nov 10, 2021	SELL	$74.19 - $86.48 $309,891 - $361,226	-4,177 Reduced 25.26%	12,359 $970,000
Q2 2021 Aug 17, 2021	BUY	$71.54 - $80.94 $72,899 - $82,477	1,019 Added 6.57%	16,536 $1.21 Million
Q1 2021 May 07, 2021	BUY	$70.7 - $86.87 $123,088 - $151,240	1,741 Added 12.64%	15,517 $1.17 Million
Q4 2020 Feb 10, 2021	BUY	$70.29 - $77.75 $729,258 - $806,656	10,375 Added 305.06%	13,776 $1.06 Million
Q3 2020 Nov 10, 2020	BUY	$61.56 - $73.93 $24,624 - $29,572	400 Added 13.33%	3,401 $943,000
Q2 2020 Aug 12, 2020	SELL	$54.56 - $65.12 $18,004 - $21,489	-330 Reduced 9.91%	3,001 $720,000
Q1 2020 May 01, 2020	BUY	$45.42 - $70.56 $69,628 - $108,168	1,533 Added 85.26%	3,331 $802,000
Q4 2019 Feb 14, 2020	SELL	$55.52 - $60.68 $19,543 - $21,359	-352 Reduced 16.37%	1,798 $435,000
Q3 2019 Nov 14, 2019	BUY	$51.01 - $58.25 $33,156 - $37,862	650 Added 43.33%	2,150 $501,000
Q2 2019 Jul 31, 2019	SELL	$46.97 - $52.05 $2,348 - $2,602	-50 Reduced 3.23%	1,500 $307,000
Q1 2019 May 15, 2019	BUY	$42.35 - $48.75 $2,117 - $2,437	50 Added 3.33%	1,550 $300,000
Q4 2018 Feb 12, 2019	BUY	$41.75 - $45.74 $62,625 - $68,610	1,500 New	1,500 $261,000

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 $152B
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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Robertson Stephens Wealth Management, LLC Nextera Energy Inc Transaction History