Shepherd Financial Partners LLC Nextera Energy Inc Transaction History

Shepherd Financial Partners LLC

$761 Million
Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 31,061 shares of NEE stock, worth $2.23 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

31,061

Previous 31,481 1.33%

Holding current value

$2.23 Million

Previous $1.91 Million 3.82%

% of portfolio

0.26%

Previous 0.27%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$54.97 - $63.91 $23,087 - $26,842	-420 Reduced 1.33%	31,061 $1.99 Million
Q4 2023 Feb 12, 2024	SELL	$49.32 - $62.78 $1.44 Million - $1.83 Million	-29,218 Reduced 48.14%	31,481 $1.91 Million
Q3 2023 Nov 08, 2023	BUY	$57.08 - $75.9 $96,465 - $128,271	1,690 Added 2.86%	60,699 $3.48 Million
Q2 2023 Aug 11, 2023	BUY	$72.69 - $79.04 $66,947 - $72,795	921 Added 1.59%	59,009 $4.38 Million
Q1 2023 May 01, 2023	SELL	$69.87 - $85.74 $4,890 - $6,001	-70 Reduced 0.12%	58,088 $4.48 Million

Q4 2022 Feb 14, 2023	BUY	$70.64 - $87.15 $54,180 - $66,844	767 Added 1.34%	58,158 $4.86 Million
Q3 2022 Nov 09, 2022	BUY	$54.18 - $90.81 $32,941 - $55,212	608 Added 1.07%	57,391 $4.5 Million
Q2 2022 Aug 15, 2022	BUY	$68.51 - $87.08 $69,332 - $88,124	1,012 Added 1.81%	56,783 $4.4 Million
Q1 2022 May 13, 2022	SELL	$72.32 - $91.66 $25,022 - $31,714	-346 Reduced 0.62%	55,771 $4.72 Million
Q4 2021 Feb 14, 2022	BUY	$77.83 - $93.36 $95,186 - $114,179	1,223 Added 2.23%	56,117 $5.24 Million
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $26,856 - $31,305	362 Added 0.66%	54,894 $4.31 Million
Q2 2021 Aug 16, 2021	BUY	$71.54 - $80.94 $46,858 - $53,015	655 Added 1.22%	54,532 $4 Million
Q1 2021 May 14, 2021	BUY	$70.7 - $86.87 $266,256 - $327,152	3,766 Added 7.52%	53,877 $4.07 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $2.65 Million - $2.93 Million	37,748 Added 305.33%	50,111 $3.87 Million
Q3 2020 Nov 16, 2020	SELL	$61.56 - $73.93 $105,329 - $126,494	-1,711 Reduced 12.16%	12,363 $3.43 Million
Q2 2020 Aug 05, 2020	BUY	$54.56 - $65.12 $218,676 - $261,000	4,008 Added 39.82%	14,074 $3.38 Million
Q1 2020 May 07, 2020	BUY	$45.42 - $70.56 $176,229 - $273,772	3,880 Added 62.72%	10,066 $2.42 Million
Q4 2019 Jan 31, 2020	BUY	$55.52 - $60.68 $222 - $242	4 Added 0.06%	6,186 $1.5 Million
Q3 2019 Nov 25, 2019	BUY	$51.01 - $58.25 $238,726 - $272,610	4,680 Added 311.58%	6,182 $1.44 Million
Q2 2019 Aug 05, 2019	BUY	$46.97 - $52.05 $46 - $52	1 Added 0.07%	1,502 $308,000
Q1 2019 Apr 29, 2019	SELL	$42.35 - $48.75 $10,502 - $12,090	-248 Reduced 14.18%	1,501 $290,000
Q4 2018 Feb 07, 2019	SELL	$41.75 - $45.74 $18,662 - $20,445	-447 Reduced 20.36%	1,749 $303,000
Q2 2018 Aug 02, 2018	BUY	$38.85 - $42.02 $6,721 - $7,269	173 Added 8.55%	2,196 $370,000
Q1 2018 May 01, 2018	BUY	$36.32 - $40.83 $1,852 - $2,082	51 Added 2.59%	2,023 $330,000
Q3 2017 Nov 13, 2017	BUY	$36.52 - $37.85 $72,017 - $74,640	1,972	1,972 $292,000

Others Institutions Holding NEE

# of Institutions

2,672

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

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 $141B
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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Shepherd Financial Partners LLC Nextera Energy Inc Transaction History