Ropes Wealth Advisors LLC Nextera Energy Inc Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 92,376 shares of NEE stock, worth $7.06 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

92,376

Previous 133,232 30.67%

Holding current value

$7.06 Million

Previous $9.89 Million 46.46%

% of portfolio

1.03%

Previous 1.65%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$57.08 - $75.9 $2.33 Million - $3.1 Million	-40,856 Reduced 30.67%	92,376 $5.29 Million
Q2 2023 Aug 07, 2023	BUY	$72.69 - $79.04 $533,181 - $579,758	7,335 Added 5.83%	133,232 $9.89 Million
Q1 2023 May 08, 2023	BUY	$69.87 - $85.74 $756,203 - $927,964	10,823 Added 9.41%	125,897 $9.7 Million
Q4 2022 Feb 06, 2023	SELL	$70.64 - $87.15 $2,825 - $3,486	-40 Reduced 0.03%	115,074 $9.62 Million
Q3 2022 Nov 01, 2022	SELL	$54.18 - $90.81 $68,483 - $114,783	-1,264 Reduced 1.09%	115,114 $9.03 Million
Q2 2022 Aug 10, 2022	BUY	$68.51 - $87.08 $531,980 - $676,176	7,765 Added 7.15%	116,378 $9.02 Million
Q1 2022 May 04, 2022	BUY	$72.32 - $91.66 $2.1 Million - $2.67 Million	29,078 Added 36.56%	108,613 $9.2 Million
Q4 2021 Feb 10, 2022	SELL	$77.83 - $93.36 $1.77 Million - $2.13 Million	-22,762 Reduced 22.25%	79,535 $7.43 Million
Q3 2021 Nov 05, 2021	BUY	$74.19 - $86.48 $518,662 - $604,581	6,991 Added 7.34%	102,297 $8.03 Million
Q2 2021 Aug 04, 2021	SELL	$71.54 - $80.94 $286 - $323	-4 Reduced -0.0%	95,306 $6.98 Million
Q1 2021 May 12, 2021	BUY	$70.7 - $86.87 $27,926 - $34,313	395 Added 0.42%	95,310 $7.06 Million
Q4 2020 Feb 05, 2021	BUY	$70.29 - $77.75 $4.94 Million - $5.46 Million	70,265 Added 285.05%	94,915 $7.32 Million
Q3 2020 Oct 16, 2020	SELL	$61.56 - $73.93 $147,559 - $177,210	-2,397 Reduced 8.86%	24,650 $6.84 Million
Q2 2020 Jul 20, 2020	SELL	$54.56 - $65.12 $58,815 - $70,199	-1,078 Reduced 3.83%	27,047 $6.5 Million
Q1 2020 Apr 24, 2020	SELL	$45.42 - $70.56 $28,569 - $44,382	-629 Reduced 2.19%	28,125 $6.77 Million
Q4 2019 Feb 05, 2020	SELL	$55.52 - $60.68 $34,255 - $37,439	-617 Reduced 2.1%	28,754 $6.96 Million
Q3 2019 Nov 05, 2019	BUY	$51.01 - $58.25 $40,195 - $45,901	788 Added 2.76%	29,371 $6.84 Million
Q2 2019 Jul 31, 2019	BUY	$46.97 - $52.05 $26,397 - $29,252	562 Added 2.01%	28,583 $5.86 Million
Q1 2019 Apr 15, 2019	SELL	$42.35 - $48.75 $53,615 - $61,717	-1,266 Reduced 4.32%	28,021 $5.42 Million
Q4 2018 Feb 08, 2019	SELL	$41.75 - $45.74 $29,099 - $31,880	-697 Reduced 2.32%	29,287 $5.09 Million
Q3 2018 Oct 30, 2018	SELL	$41.11 - $43.79 $53,566 - $57,058	-1,303 Reduced 4.16%	29,984 $5.03 Million
Q2 2018 Aug 13, 2018	BUY	$38.85 - $42.02 $12,898 - $13,950	332 Added 1.07%	31,287 $5.23 Million
Q1 2018 Apr 30, 2018	SELL	$36.32 - $40.83 $1,779 - $2,000	-49 Reduced 0.16%	30,955 $5.06 Million
Q4 2017 Feb 13, 2018	SELL	$36.69 - $39.81 $92,055 - $99,883	-2,509 Reduced 7.49%	31,004 $4.84 Million
Q3 2017 Nov 09, 2017	BUY	$36.52 - $37.85 $1.22 Million - $1.27 Million	33,513	33,513 $4.91 Million

Others Institutions Holding NEE

# of Institutions

2,944

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 $150B
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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Ropes Wealth Advisors LLC Nextera Energy Inc Transaction History