Triangle Securities Wealth Management Nextera Energy Inc Transaction History

Triangle Securities Wealth Management

$349 Million
Q2 2024

A detailed history of Triangle Securities Wealth Management transactions in Nextera Energy Inc stock. As of the latest transaction made, Triangle Securities Wealth Management holds 34,451 shares of NEE stock, worth $2.76 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

34,451

Previous 34,615 0.47%

Holding current value

$2.76 Million

Previous $2.21 Million 10.26%

% of portfolio

0.7%

Previous 0.64%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$61.7 - $80.02 $10,118 - $13,123	-164 Reduced 0.47%	34,451 $2.44 Million
Q1 2024 Apr 10, 2024	BUY	$54.97 - $63.91 $13,852 - $16,105	252 Added 0.73%	34,615 $2.21 Million
Q4 2023 Jan 10, 2024	SELL	$49.32 - $62.78 $242,062 - $308,124	-4,908 Reduced 12.5%	34,363 $2.09 Million
Q3 2023 Oct 10, 2023	BUY	$57.08 - $75.9 $6,507 - $8,652	114 Added 0.29%	39,271 $2.25 Million
Q2 2023 Jul 13, 2023	BUY	$72.69 - $79.04 $691,790 - $752,223	9,517 Added 32.11%	39,157 $2.91 Million
Q1 2023 Apr 20, 2023	BUY	$69.87 - $85.74 $46,603 - $57,188	667 Added 2.3%	29,640 $2.28 Million
Q4 2022 Jan 11, 2023	SELL	$70.64 - $87.15 $30,869 - $38,084	-437 Reduced 1.49%	28,973 $0
Q3 2022 Oct 19, 2022	SELL	$54.18 - $90.81 $2,979 - $4,994	-55 Reduced 0.19%	29,410 $2.31 Million
Q2 2022 Jul 11, 2022	BUY	$68.51 - $87.08 $154,969 - $196,974	2,262 Added 8.32%	29,465 $2.28 Million
Q1 2022 Apr 13, 2022	SELL	$72.32 - $91.66 $12,149 - $15,398	-168 Reduced 0.61%	27,203 $2.3 Million
Q4 2021 Jan 14, 2022	SELL	$77.83 - $93.36 $19,068 - $22,873	-245 Reduced 0.89%	27,371 $2.56 Million
Q2 2021 Jul 12, 2021	SELL	$71.54 - $80.94 $9,657 - $10,926	-135 Reduced 0.49%	27,616 $2.02 Million
Q1 2021 Apr 12, 2021	SELL	$70.7 - $86.87 $31,815 - $39,091	-450 Reduced 1.6%	27,751 $2.1 Million
Q4 2020 Jan 11, 2021	BUY	$70.29 - $77.75 $1.48 Million - $1.64 Million	21,073 Added 295.64%	28,201 $2.18 Million
Q3 2020 Oct 09, 2020	SELL	$61.56 - $73.93 $923 - $1,108	-15 Reduced 0.21%	7,128 $1.98 Million
Q2 2020 Jul 08, 2020	SELL	$54.56 - $65.12 $6,820 - $8,140	-125 Reduced 1.72%	7,143 $1.72 Million
Q1 2020 Apr 06, 2020	SELL	$45.42 - $70.56 $19,893 - $30,905	-438 Reduced 5.68%	7,268 $1.75 Million
Q4 2019 Jan 09, 2020	SELL	$55.52 - $60.68 $832 - $910	-15 Reduced 0.19%	7,706 $1.87 Million
Q3 2019 Oct 15, 2019	SELL	$51.01 - $58.25 $3,978 - $4,543	-78 Reduced 1.0%	7,721 $1.8 Million
Q2 2019 Jul 10, 2019	SELL	$46.97 - $52.05 $36,119 - $40,026	-769 Reduced 8.98%	7,799 $1.63 Million
Q1 2019 Apr 10, 2019	BUY	$42.35 - $48.75 $362,854 - $417,690	8,568 New	8,568 $1.66 Million
Q1 2019 Apr 08, 2019	SELL	$42.35 - $48.75 $370,731 - $426,757	-8,754 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	$41.75 - $45.74 $5,260 - $5,763	-126 Reduced 1.42%	8,754 $1.52 Million
Q3 2018 Oct 04, 2018	SELL	$41.11 - $43.79 $1,603 - $1,707	-39 Reduced 0.44%	8,880 $1.49 Million
Q2 2018 Jul 12, 2018	SELL	$38.85 - $42.02 $5,167 - $5,588	-133 Reduced 1.47%	8,919 $1.49 Million
Q1 2018 Apr 11, 2018	SELL	$36.32 - $40.83 $13,765 - $15,474	-379 Reduced 4.02%	9,052 $1.48 Million
Q4 2017 Jan 10, 2018	SELL	$36.69 - $39.81 $5,063 - $5,493	-138 Reduced 1.44%	9,431 $1.47 Million
Q3 2017 Oct 11, 2017	BUY	$36.52 - $37.85 $349,459 - $362,186	9,569	9,569 $1.4 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 Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Account

Triangle Securities Wealth Management Nextera Energy Inc Transaction History