Sequoia Financial Advisors, LLC Nextera Energy Inc Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 327,200 shares of NEE stock, worth $23.8 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

327,200

Previous 311,014 5.2%

Holding current value

$23.8 Million

Previous $22 Million 25.59%

% of portfolio

0.31%

Previous 0.27%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$69.9 - $84.97 $1.13 Million - $1.38 Million	16,186 Added 5.2%	327,200 $27.7 Million
Q2 2024 Jul 15, 2024	SELL	$61.7 - $80.02 $960,792 - $1.25 Million	-15,572 Reduced 4.77%	311,014 $22 Million
Q1 2024 Apr 30, 2024	BUY	$54.97 - $63.91 $583,231 - $678,085	10,610 Added 3.36%	326,586 $20.9 Million
Q4 2023 Jan 25, 2024	BUY	$49.32 - $62.78 $5.42 Million - $6.9 Million	109,970 Added 53.38%	315,976 $19.2 Million
Q3 2023 Nov 08, 2023	BUY	$57.08 - $75.9 $8.63 Million - $11.5 Million	151,126 Added 275.38%	206,006 $11.8 Million
Q2 2023 Aug 08, 2023	BUY	$72.69 - $79.04 $642,724 - $698,871	8,842 Added 19.21%	54,880 $4.07 Million
Q1 2023 Apr 24, 2023	SELL	$69.87 - $85.74 $156,229 - $191,714	-2,236 Reduced 4.63%	46,038 $3.55 Million
Q4 2022 Feb 10, 2023	SELL	$70.64 - $87.15 $28,962 - $35,731	-410 Reduced 0.84%	48,274 $4.04 Million
Q4 2022 Jan 17, 2023	BUY	$70.64 - $87.15 $1.34 Million - $1.65 Million	18,926 Added 63.6%	48,684 $0
Q3 2022 Oct 26, 2022	SELL	$54.18 - $90.81 $114,753 - $192,335	-2,118 Reduced 6.64%	29,758 $2.33 Million
Q2 2022 Jul 22, 2022	SELL	$68.51 - $87.08 $260,475 - $331,078	-3,802 Reduced 10.66%	31,876 $2.47 Million
Q1 2022 May 13, 2022	BUY	$72.32 - $91.66 $582,754 - $738,596	8,058 Added 29.17%	35,678 $3.02 Million
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $1.58 Million - $1.9 Million	20,350 Added 279.92%	27,620 $2.58 Million
Q3 2021 Oct 26, 2021	SELL	$74.19 - $86.48 $1.42 Million - $1.65 Million	-19,099 Reduced 72.43%	7,270 $571,000
Q2 2021 Jul 27, 2021	BUY	$71.54 - $80.94 $69,536 - $78,673	972 Added 3.83%	26,369 $1.93 Million
Q1 2021 May 14, 2021	BUY	$70.7 - $86.87 $321,472 - $394,997	4,547 Added 21.81%	25,397 $1.92 Million
Q4 2020 Feb 12, 2021	BUY	$70.29 - $77.75 $1.14 Million - $1.26 Million	16,230 Added 351.3%	20,850 $1.61 Million
Q3 2020 Oct 23, 2020	BUY	$61.56 - $73.93 $34,658 - $41,622	563 Added 13.88%	4,620 $1.28 Million
Q2 2020 Aug 25, 2020	BUY	$54.56 - $65.12 $221,349 - $264,191	4,057 New	4,057 $974,000
Q2 2020 Aug 11, 2020	SELL	$54.56 - $65.12 $217,912 - $260,089	-3,994 Closed	0 $974,000
Q1 2020 May 11, 2020	BUY	$45.42 - $70.56 $31,158 - $48,404	686 Added 20.74%	3,994 $961,000
Q4 2019 Feb 13, 2020	SELL	$55.52 - $60.68 $49,024 - $53,580	-883 Reduced 21.07%	3,308 $801,000
Q3 2019 Oct 22, 2019	BUY	$51.01 - $58.25 $12,089 - $13,805	237 Added 5.99%	4,191 $976,000
Q2 2019 Jul 31, 2019	SELL	$46.97 - $52.05 $10,098 - $11,190	-215 Reduced 5.16%	3,954 $810,000
Q1 2019 May 13, 2019	BUY	$42.35 - $48.75 $41,248 - $47,482	974 Added 30.49%	4,169 $806,000
Q4 2018 Feb 14, 2019	SELL	$41.75 - $45.74 $1,043 - $1,143	-25 Reduced 0.78%	3,195 $555,000
Q3 2018 Nov 14, 2018	BUY	$41.11 - $43.79 $41 - $43	1 Added 0.03%	3,220 $540,000
Q2 2018 Aug 14, 2018	SELL	$38.85 - $42.02 $15,306 - $16,555	-394 Reduced 10.91%	3,219 $538,000
Q1 2018 May 14, 2018	SELL	$36.32 - $40.83 $10,569 - $11,881	-291 Reduced 7.45%	3,613 $590,000
Q4 2017 Feb 13, 2018	BUY	$36.69 - $39.81 $10,456 - $11,345	285 Added 7.88%	3,904 $610,000
Q3 2017 Nov 13, 2017	BUY	$36.52 - $37.85 $7,924 - $8,213	217 Added 6.38%	3,619 $530,000
Q2 2017 Aug 09, 2017	BUY	N/A	3,402	3,402 $477,000

Others Institutions Holding NEE

# of Institutions

2,950

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 $143B
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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Sequoia Financial Advisors, LLC Nextera Energy Inc Transaction History