A detailed history of Rooted Wealth Advisors, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 3,671 shares of NEE stock, worth $308,327. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,671
Previous 2,750 33.49%
Holding current value
$308,327
Previous $190,000 45.79%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$69.77 - $77.54 $64,258 - $71,414
921 Added 33.49%
3,671 $277,000
Q2 2025

Jul 14, 2025

BUY
$64.11 - $75.0 $176,302 - $206,250
2,750 New
2,750 $190,000

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 $165B
  • 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

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.