A detailed history of Topel & Distasi Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,643 shares of NEE stock, worth $404,433. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,643
Previous 5,643 -0.0%
Holding current value
$404,433
Previous $399,000 19.55%
% of portfolio
0.2%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$49.32 - $62.78 $78,024 - $99,317
-1,582 Reduced 21.9%
5,643 $342,000
Q3 2022

Nov 21, 2022

BUY
$54.18 - $90.81 $391,450 - $656,102
7,225 New
7,225 $590,000

Others Institutions Holding NEE

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
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.