A detailed history of Tria Gen Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 6,299 shares of NEE stock, worth $455,228. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,299
Previous 4,396 43.29%
Holding current value
$455,228
Previous $311,000 71.06%
% of portfolio
0.19%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$69.9 - $84.97 $133,019 - $161,697
1,903 Added 43.29%
6,299 $532,000
Q3 2023

Oct 23, 2023

SELL
$57.08 - $75.9 $1,997 - $2,656
-35 Reduced 0.79%
4,396 $251,000
Q1 2023

Apr 24, 2023

SELL
$69.87 - $85.74 $4,471 - $5,487
-64 Reduced 1.42%
4,431 $341,000
Q4 2022

Feb 09, 2023

BUY
$70.64 - $87.15 $4,309 - $5,316
61 Added 1.38%
4,495 $375,000
Q3 2022

Oct 21, 2022

BUY
$54.18 - $90.81 $487 - $817
9 Added 0.2%
4,434 $348,000
Q2 2022

Jul 29, 2022

BUY
$68.51 - $87.08 $1,986 - $2,525
29 Added 0.66%
4,425 $343,000
Q3 2021

Nov 10, 2021

SELL
$74.19 - $86.48 $2,077 - $2,421
-28 Reduced 0.63%
4,396 $345,000
Q2 2021

Aug 02, 2021

SELL
$71.54 - $80.94 $121,904 - $137,921
-1,704 Reduced 27.81%
4,424 $345,000
Q1 2021

Apr 26, 2021

SELL
$70.7 - $86.87 $111,423 - $136,907
-1,576 Reduced 20.46%
6,128 $463,000
Q4 2020

Feb 02, 2021

BUY
$70.29 - $77.75 $541,514 - $598,986
7,704 New
7,704 $594,000

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 $142B
  • 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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