Soa Wealth Advisors, Llc. Nextera Energy Inc Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 25,251 shares of NEE stock, worth $1.81 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

25,251

Previous 25,457 0.81%

Holding current value

$1.81 Million

Previous $1.55 Million 4.33%

% of portfolio

0.34%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$54.97 - $63.91 $11,323 - $13,165	-206 Reduced 0.81%	25,251 $1.61 Million
Q4 2023 Jan 10, 2024	SELL	$49.32 - $62.78 $52,032 - $66,232	-1,055 Reduced 3.98%	25,457 $1.55 Million
Q3 2023 Oct 10, 2023	SELL	$57.08 - $75.9 $6,906 - $9,183	-121 Reduced 0.45%	26,512 $1.52 Million
Q2 2023 Jul 07, 2023	SELL	$72.69 - $79.04 $49,065 - $53,352	-675 Reduced 2.47%	26,633 $1.98 Million
Q1 2023 Apr 28, 2023	SELL	$69.87 - $85.74 $57,433 - $70,478	-822 Reduced 2.92%	27,308 $2.1 Million

Q4 2022 Jan 10, 2023	SELL	$70.64 - $87.15 $6,004 - $7,407	-85 Reduced 0.3%	28,130 $0
Q3 2022 Oct 07, 2022	SELL	$54.18 - $90.81 $7,531 - $12,622	-139 Reduced 0.49%	28,215 $2.21 Million
Q2 2022 Jul 13, 2022	SELL	$68.51 - $87.08 $7,536 - $9,578	-110 Reduced 0.39%	28,354 $2.2 Million
Q1 2022 Apr 07, 2022	BUY	$72.32 - $91.66 $119,183 - $151,055	1,648 Added 6.15%	28,464 $2.41 Million
Q4 2021 Jan 13, 2022	SELL	$77.83 - $93.36 $160,251 - $192,228	-2,059 Reduced 7.13%	26,816 $2.49 Million
Q3 2021 Oct 12, 2021	BUY	$74.19 - $86.48 $241,414 - $281,405	3,254 Added 12.7%	28,875 $2.27 Million
Q2 2021 Jul 14, 2021	SELL	$71.54 - $80.94 $244,881 - $277,057	-3,423 Reduced 11.79%	25,621 $1.88 Million
Q1 2021 Apr 26, 2021	SELL	$70.7 - $86.87 $8,696 - $10,685	-123 Reduced 0.42%	29,044 $2.2 Million
Q4 2020 Mar 10, 2021	BUY	$70.29 - $77.75 $2.05 Million - $2.27 Million	29,167 New	29,167 $2.45 Million

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...

More about NEE

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Soa Wealth Advisors, Llc. Nextera Energy Inc Transaction History