A detailed history of Schrum Private Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 11,860 shares of NEE stock, worth $827,472. This represents 0.52% of its overall portfolio holdings.

Number of Shares
11,860
Previous 8,047 47.38%
Holding current value
$827,472
Previous $569,000 76.1%
% of portfolio
0.52%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$69.9 - $84.97 $266,528 - $323,990
3,813 Added 47.38%
11,860 $1 Million
Q2 2024

Jul 30, 2024

SELL
$61.7 - $80.02 $10,489 - $13,603
-170 Reduced 2.07%
8,047 $569,000
Q1 2024

May 02, 2024

BUY
$54.97 - $63.91 $111,534 - $129,673
2,029 Added 32.79%
8,217 $525,000
Q4 2023

Jan 25, 2024

SELL
$49.32 - $62.78 $79,405 - $101,075
-1,610 Reduced 20.65%
6,188 $375,000
Q3 2023

Nov 06, 2023

SELL
$57.08 - $75.9 $51,314 - $68,234
-899 Reduced 10.34%
7,798 $446,000
Q2 2023

Jul 24, 2023

SELL
$72.69 - $79.04 $7,487 - $8,141
-103 Reduced 1.17%
8,697 $645,000
Q1 2023

Apr 19, 2023

SELL
$69.87 - $85.74 $8,803 - $10,803
-126 Reduced 1.41%
8,800 $678,000
Q4 2022

Jan 19, 2023

SELL
$70.64 - $87.15 $5,156 - $6,361
-73 Reduced 0.81%
8,926 $0
Q3 2022

Oct 26, 2022

SELL
$54.18 - $90.81 $861,841 - $1.44 Million
-15,907 Reduced 63.87%
8,999 $706,000
Q2 2022

Jul 22, 2022

SELL
$68.51 - $87.08 $17,607 - $22,379
-257 Reduced 1.02%
24,906 $1.93 Million
Q1 2022

May 05, 2022

SELL
$72.32 - $91.66 $89,242 - $113,108
-1,234 Reduced 4.67%
25,163 $2 Million
Q4 2021

Mar 11, 2022

BUY
$77.83 - $93.36 $2.05 Million - $2.46 Million
26,397 New
26,397 $2.47 Million

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 $137B
  • 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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