Symphony Financial, Ltd. Co. Nextera Energy Inc Transaction History

Symphony Financial, Ltd. Co.

$546 Million
Q2 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Nextera Energy Inc stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 39,158 shares of NEE stock, worth $3.13 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

39,158

Previous 36,165 8.28%

Holding current value

$3.13 Million

Previous $2.31 Million 19.95%

% of portfolio

0.51%

Previous 0.54%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$61.7 - $80.02 $184,668 - $239,499	2,993 Added 8.28%	39,158 $2.77 Million
Q1 2024 Apr 17, 2024	BUY	$54.97 - $63.91 $101,749 - $118,297	1,851 Added 5.39%	36,165 $2.31 Million
Q4 2023 Jan 18, 2024	BUY	$49.32 - $62.78 $616,401 - $784,624	12,498 Added 57.29%	34,314 $2.08 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $416,569 - $553,918	-7,298 Reduced 25.07%	21,816 $1.25 Million
Q2 2023 Jul 12, 2023	SELL	$72.69 - $79.04 $178,526 - $194,122	-2,456 Reduced 7.78%	29,114 $2.16 Million
Q1 2023 May 03, 2023	BUY	$69.87 - $85.74 $10,410 - $12,775	149 Added 0.47%	31,570 $2.43 Million
Q4 2022 Jan 26, 2023	SELL	$70.64 - $87.15 $1.64 Million - $2.03 Million	-23,244 Reduced 42.52%	31,421 $0
Q3 2022 Oct 27, 2022	BUY	$54.18 - $90.81 $69,892 - $117,144	1,290 Added 2.42%	54,665 $4.37 Million
Q2 2022 Jul 18, 2022	BUY	$68.51 - $87.08 $89,131 - $113,291	1,301 Added 2.5%	53,375 $4.06 Million
Q1 2022 May 13, 2022	BUY	$72.32 - $91.66 $597,146 - $756,836	8,257 Added 18.84%	52,074 $4.52 Million
Q4 2021 Jan 19, 2022	BUY	$77.83 - $93.36 $659,609 - $791,226	8,475 Added 23.98%	43,817 $4.02 Million
Q3 2021 Oct 12, 2021	SELL	$74.19 - $86.48 $527,194 - $614,526	-7,106 Reduced 16.74%	35,342 $2.77 Million
Q2 2021 Jul 13, 2021	SELL	$71.54 - $80.94 $2.52 Million - $2.85 Million	-35,221 Reduced 45.35%	42,448 $3.11 Million
Q1 2021 Apr 15, 2021	SELL	$70.7 - $86.87 $382,628 - $470,140	-5,412 Reduced 6.51%	77,669 $6.79 Million
Q4 2020 Jan 13, 2021	BUY	$70.29 - $77.75 $4.52 Million - $4.99 Million	64,235 Added 340.84%	83,081 $6.17 Million
Q3 2020 Oct 09, 2020	BUY	$61.56 - $73.93 $76,519 - $91,894	1,243 Added 7.06%	18,846 $5.23 Million
Q2 2020 Jul 08, 2020	BUY	$54.56 - $65.12 $291,841 - $348,326	5,349 Added 43.65%	17,603 $4.23 Million
Q1 2020 May 07, 2020	BUY	$45.42 - $70.56 $556,576 - $864,642	12,254 New	12,254 $3.02 Million

Others Institutions Holding NEE

# of Institutions

2,793

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.4M

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 $157B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Account

Symphony Financial, Ltd. Co. Nextera Energy Inc Transaction History