Summit Financial, LLC Nextera Energy Inc Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Summit Financial, LLC holds 76,454 shares of NEE stock, worth $5.84 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

76,454

Previous 68,595 11.46%

Holding current value

$5.84 Million

Previous $4.86 Million 33.05%

% of portfolio

0.25%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$69.9 - $84.97 $549,344 - $667,779	7,859 Added 11.46%	76,454 $6.46 Million
Q2 2024 Jul 31, 2024	BUY	$61.7 - $80.02 $1.17 Million - $1.51 Million	18,882 Added 37.98%	68,595 $4.86 Million
Q1 2024 Apr 24, 2024	BUY	$54.97 - $63.91 $66,788 - $77,650	1,215 Added 2.51%	49,713 $3.18 Million
Q4 2023 Feb 05, 2024	SELL	$49.32 - $62.78 $19,530 - $24,860	-396 Reduced 0.81%	48,498 $2.95 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $28,311 - $37,646	-496 Reduced 1.0%	48,894 $2.8 Million
Q2 2023 Aug 11, 2023	BUY	$72.69 - $79.04 $2.51 Million - $2.73 Million	34,493 Added 231.54%	49,390 $3.66 Million
Q1 2023 May 03, 2023	SELL	$69.87 - $85.74 $12,506 - $15,347	-179 Reduced 1.19%	14,897 $1.15 Million
Q4 2022 Feb 07, 2023	SELL	$70.64 - $87.15 $21,192 - $26,145	-300 Reduced 1.95%	15,076 $1.26 Million
Q3 2022 Nov 15, 2022	BUY	$54.18 - $90.81 $129,110 - $216,400	2,383 Added 18.34%	15,376 $1.21 Billion
Q2 2022 Aug 12, 2022	BUY	$68.51 - $87.08 $19,251 - $24,469	281 Added 2.21%	12,993 $1.01 Million
Q1 2022 May 10, 2022	BUY	$72.32 - $91.66 $143,193 - $181,486	1,980 Added 18.45%	12,712 $1.08 Million
Q4 2021 Feb 07, 2022	BUY	$77.83 - $93.36 $206,171 - $247,310	2,649 Added 32.77%	10,732 $1 Million
Q3 2021 Nov 08, 2021	BUY	$74.19 - $86.48 $205,580 - $239,636	2,771 Added 52.16%	8,083 $634,000
Q2 2021 Aug 06, 2021	BUY	$71.54 - $80.94 $380,020 - $429,953	5,312 New	5,312 $389,000

Others Institutions Holding NEE

# of Institutions

2,943

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 $150B
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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Summit Financial, LLC Nextera Energy Inc Transaction History