Trinity Point Wealth, LLC Nextera Energy Inc Transaction History

Trinity Point Wealth, LLC

$680 Million
Q3 2024

A detailed history of Trinity Point Wealth, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 24,339 shares of NEE stock, worth $1.85 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

24,339

Previous 23,697 2.71%

Holding current value

$1.85 Million

Previous $1.68 Million 22.66%

% of portfolio

0.3%

Previous 0.27%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$69.9 - $84.97 $44,875 - $54,550	642 Added 2.71%	24,339 $2.06 Million
Q2 2024 Jul 30, 2024	BUY	$61.7 - $80.02 $134,752 - $174,763	2,184 Added 10.15%	23,697 $1.68 Million
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $33,806 - $39,304	615 Added 2.94%	21,513 $1.37 Million
Q4 2023 Feb 08, 2024	BUY	$49.32 - $62.78 $25,005 - $31,829	507 Added 2.49%	20,898 $1.27 Million
Q3 2023 Nov 08, 2023	SELL	$57.08 - $75.9 $598,597 - $795,963	-10,487 Reduced 33.96%	20,391 $1.17 Million
Q2 2023 Aug 07, 2023	BUY	$72.69 - $79.04 $105,473 - $114,687	1,451 Added 4.93%	30,878 $2.29 Million
Q1 2023 May 04, 2023	BUY	$69.87 - $85.74 $9,642 - $11,832	138 Added 0.47%	29,427 $2.27 Million
Q4 2022 Feb 07, 2023	BUY	$70.64 - $87.15 $277,120 - $341,889	3,923 Added 15.47%	29,289 $2.45 Million
Q3 2022 Nov 09, 2022	BUY	$54.18 - $90.81 $35,271 - $59,117	651 Added 2.63%	25,366 $1.99 Million
Q2 2022 Aug 05, 2022	SELL	$68.51 - $87.08 $21,786 - $27,691	-318 Reduced 1.27%	24,715 $1.91 Million
Q1 2022 May 13, 2022	SELL	$72.32 - $91.66 $59,663 - $75,619	-825 Reduced 3.19%	25,033 $2.12 Million
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $15,021 - $18,018	193 Added 0.75%	25,858 $2.41 Million
Q3 2021 Nov 12, 2021	BUY	$74.19 - $86.48 $17,360 - $20,236	234 Added 0.92%	25,665 $2.02 Million
Q2 2021 Aug 13, 2021	SELL	$71.54 - $80.94 $24,395 - $27,600	-341 Reduced 1.32%	25,431 $1.86 Million
Q1 2021 May 11, 2021	SELL	$70.7 - $86.87 $6,504 - $7,992	-92 Reduced 0.36%	25,772 $1.95 Million
Q4 2020 Feb 10, 2021	BUY	$70.29 - $77.75 $1.37 Million - $1.51 Million	19,434 Added 302.24%	25,864 $2.2 Million
Q3 2020 Nov 13, 2020	BUY	$61.56 - $73.93 $5,232 - $6,284	85 Added 1.34%	6,430 $1.79 Million
Q2 2020 Aug 13, 2020	BUY	$54.56 - $65.12 $80,585 - $96,182	1,477 Added 30.34%	6,345 $1.52 Million
Q1 2020 May 05, 2020	SELL	$45.42 - $70.56 $46,828 - $72,747	-1,031 Reduced 17.48%	4,868 $1.17 Million
Q4 2019 Feb 06, 2020	SELL	$55.52 - $60.68 $58,184 - $63,592	-1,048 Reduced 15.09%	5,899 $1.43 Million
Q3 2019 Nov 07, 2019	SELL	$51.01 - $58.25 $714 - $815	-14 Reduced 0.2%	6,947 $1.6 Million
Q2 2019 Aug 06, 2019	BUY	$46.97 - $52.05 $46 - $52	1 Added 0.01%	6,961 $1.46 Million
Q1 2019 May 07, 2019	BUY	$42.35 - $48.75 $105,959 - $121,972	2,502 Added 56.12%	6,960 $1.35 Million
Q4 2018 Feb 11, 2019	BUY	$41.75 - $45.74 $186,121 - $203,908	4,458 New	4,458 $775,000

Others Institutions Holding NEE

# of Institutions

2,945

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $149B
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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Trinity Point Wealth, LLC Nextera Energy Inc Transaction History