Taylor Hoffman Wealth Management Nextera Energy Inc Transaction History

Taylor Hoffman Wealth Management

$243 Million
Q2 2024

A detailed history of Taylor Hoffman Wealth Management transactions in Nextera Energy Inc stock. As of the latest transaction made, Taylor Hoffman Wealth Management holds 5,571 shares of NEE stock, worth $470,972. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,571

Previous 5,658 1.54%

Holding current value

$470,972

Previous $361,000 9.14%

% of portfolio

0.16%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$61.7 - $80.02 $5,367 - $6,961	-87 Reduced 1.54%	5,571 $394,000
Q1 2024 May 09, 2024	SELL	$54.97 - $63.91 $9,234 - $10,736	-168 Reduced 2.88%	5,658 $361,000
Q4 2023 Feb 08, 2024	SELL	$49.32 - $62.78 $394,560 - $502,240	-8,000 Reduced 57.86%	5,826 $353,000
Q4 2022 Feb 14, 2023	SELL	$70.64 - $87.15 $163,319 - $201,490	-2,312 Reduced 14.33%	13,826 $1.16 Million
Q2 2021 Aug 06, 2021	SELL	$71.54 - $80.94 $7,583 - $8,579	-106 Reduced 0.65%	16,138 $1.18 Million
Q1 2021 May 10, 2021	SELL	$70.7 - $86.87 $58,539 - $71,928	-828 Reduced 4.85%	16,244 $1.23 Million
Q4 2020 Feb 05, 2021	BUY	$70.29 - $77.75 $907,022 - $1 Million	12,904 Added 309.6%	17,072 $1.32 Million
Q3 2020 Oct 29, 2020	SELL	$61.56 - $73.93 $10,649 - $12,789	-173 Reduced 3.99%	4,168 $1.16 Million
Q2 2020 Aug 11, 2020	BUY	$54.56 - $65.12 $109,120 - $130,240	2,000 Added 85.43%	4,341 $1.04 Million
Q1 2020 May 12, 2020	SELL	$45.42 - $70.56 $91,521 - $142,178	-2,015 Reduced 46.26%	2,341 $563,000
Q3 2019 Nov 05, 2019	BUY	$51.01 - $58.25 $107,121 - $122,325	2,100 Added 93.09%	4,356 $1.02 Million
Q2 2019 Aug 05, 2019	SELL	$46.97 - $52.05 $93,940 - $104,100	-2,000 Reduced 46.99%	2,256 $462,000
Q1 2019 May 09, 2019	BUY	$42.35 - $48.75 $14,991 - $17,257	354 Added 9.07%	4,256 $823,000
Q4 2018 Jul 11, 2019	SELL	$41.75 - $45.74 $3,966 - $4,345	-95 Reduced 2.38%	3,902 $678,000
Q4 2018 Feb 01, 2019	BUY	$41.75 - $45.74 $36,072 - $39,519	864 Added 27.58%	3,997 $679,000
Q2 2018 Jul 31, 2018	SELL	$38.85 - $42.02 $2,913 - $3,151	-75 Reduced 2.34%	3,133 $523,000
Q4 2017 Feb 14, 2018	BUY	$36.69 - $39.81 $92,825 - $100,719	2,530 Added 373.16%	3,208 $501,000
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $24,875 - $26,991	678	678 $106,000

Others Institutions Holding NEE

# of Institutions

2,795

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 $166B
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 Taylor Hoffman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Taylor Hoffman Wealth Management with notifications on news.

Account

Taylor Hoffman Wealth Management Nextera Energy Inc Transaction History