Schneider Downs Wealth Management Advisors, LP Nextera Energy Inc Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Nextera Energy Inc stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 6,483 shares of NEE stock, worth $469,434. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,483

Previous 4,192 54.65%

Holding current value

$469,434

Previous $297,000 51.52%

% of portfolio

0.07%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$64.11 - $75.0 $146,876 - $171,825	2,291 Added 54.65%	6,483 $450,000
Q1 2025 May 13, 2025	BUY	$66.96 - $76.16 $33,145 - $37,699	495 Added 13.39%	4,192 $297,000
Q3 2024 Nov 06, 2024	SELL	$69.9 - $84.97 $2,027 - $2,464	-29 Reduced 0.78%	3,697 $312,000
Q2 2024 Aug 07, 2024	SELL	$61.7 - $80.02 $23,075 - $29,927	-374 Reduced 9.12%	3,726 $263,000
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $225,377 - $262,031	4,100 New	4,100 $262,000
Q1 2023 May 04, 2023	SELL	$69.87 - $85.74 $5,938 - $7,287	-85 Reduced 3.17%	2,599 $200,000
Q4 2022 Feb 01, 2023	SELL	$70.64 - $87.15 $399,045 - $492,310	-5,649 Reduced 67.79%	2,684 $224,000
Q3 2022 Oct 26, 2022	SELL	$54.18 - $90.81 $16,524 - $27,697	-305 Reduced 3.53%	8,333 $653,000
Q2 2022 Jul 13, 2022	SELL	$68.51 - $87.08 $2,260 - $2,873	-33 Reduced 0.38%	8,638 $669,000
Q1 2022 May 02, 2022	SELL	$72.32 - $91.66 $216 - $274	-3 Reduced 0.03%	8,671 $735,000
Q4 2021 Jan 31, 2022	SELL	$77.83 - $93.36 $389 - $466	-5 Reduced 0.06%	8,674 $810,000
Q3 2021 Oct 14, 2021	BUY	$74.19 - $86.48 $22,108 - $25,771	298 Added 3.56%	8,679 $681,000
Q2 2021 Jul 20, 2021	BUY	$71.54 - $80.94 $55,801 - $63,133	780 Added 10.26%	8,381 $614,000
Q1 2021 Apr 26, 2021	BUY	$70.7 - $86.87 $350,813 - $431,048	4,962 Added 188.03%	7,601 $575,000
Q4 2020 Jan 21, 2021	BUY	$70.29 - $77.75 $117,524 - $129,998	1,672 Added 172.91%	2,639 $204,000
Q3 2020 Oct 14, 2020	BUY	$61.56 - $73.93 $615 - $739	10 Added 1.04%	967 $268,000
Q1 2020 Apr 21, 2020	BUY	$45.42 - $70.56 $43,466 - $67,525	957 New	957 $230,000
Q3 2019 Nov 05, 2019	SELL	$51.01 - $58.25 $52,438 - $59,881	-1,028 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	$46.97 - $52.05 $48,285 - $53,507	1,028 New	1,028 $211,000

Others Institutions Holding NEE

# of Institutions

3,106

Shares Held

1.64B

Call Options Held

27.2M

Put Options Held

19.7M

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 $142B
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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Schneider Downs Wealth Management Advisors, LP Nextera Energy Inc Transaction History