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 3,697 shares of NEE stock, worth $267,182. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,697
Previous 3,726 0.78%
Holding current value
$267,182
Previous $263,000 18.63%
% of portfolio
0.07%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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...
More about NEE
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