Ullmann Wealth Partners Group, LLC Nextera Energy Inc Transaction History

Ullmann Wealth Partners Group, LLC

$772 Million
Q3 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 7,320 shares of NEE stock, worth $562,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,320

Previous 6,954 5.26%

Holding current value

$562,761

Previous $492,000 25.61%

% of portfolio

0.08%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$69.9 - $84.97 $25,583 - $31,099	366 Added 5.26%	7,320 $618,000
Q2 2024 Aug 07, 2024	BUY	$61.7 - $80.02 $17,522 - $22,725	284 Added 4.26%	6,954 $492,000
Q1 2024 May 10, 2024	BUY	$54.97 - $63.91 $2,308 - $2,684	42 Added 0.63%	6,670 $426,000
Q4 2023 Jan 11, 2024	SELL	$49.32 - $62.78 $6,806 - $8,663	-138 Reduced 2.04%	6,628 $402,000
Q3 2023 Oct 13, 2023	SELL	$57.08 - $75.9 $37,901 - $50,397	-664 Reduced 8.94%	6,766 $387,000
Q2 2023 Jul 13, 2023	BUY	$72.69 - $79.04 $24,060 - $26,162	331 Added 4.66%	7,430 $551,000
Q1 2023 Apr 11, 2023	SELL	$69.87 - $85.74 $6,428 - $7,888	-92 Reduced 1.28%	7,099 $547,000
Q4 2022 Jan 18, 2023	BUY	$70.64 - $87.15 $141 - $174	2 Added 0.03%	7,191 $0
Q3 2022 Oct 12, 2022	SELL	$54.18 - $90.81 $31,316 - $52,488	-578 Reduced 7.44%	7,189 $564,000
Q2 2022 Jul 13, 2022	BUY	$68.51 - $87.08 $41,106 - $52,248	600 Added 8.37%	7,767 $602,000
Q3 2021 Oct 19, 2021	BUY	$74.19 - $86.48 $14,838 - $17,296	200 Added 2.87%	7,167 $563,000
Q1 2021 Apr 14, 2021	SELL	$70.7 - $86.87 $52,954 - $65,065	-749 Reduced 9.71%	6,967 $527,000
Q4 2020 Jan 15, 2021	BUY	$70.29 - $77.75 $411,407 - $455,070	5,853 Added 314.17%	7,716 $595,000
Q2 2020 Jul 13, 2020	BUY	$54.56 - $65.12 $54 - $65	1 Added 0.05%	1,863 $447,000
Q1 2020 Apr 09, 2020	SELL	$45.42 - $70.56 $2,134 - $3,316	-47 Reduced 2.46%	1,862 $448,000
Q4 2019 Jan 14, 2020	SELL	$55.52 - $60.68 $12,269 - $13,410	-221 Reduced 10.38%	1,909 $462,000
Q2 2019 Jul 11, 2019	BUY	$46.97 - $52.05 $2,677 - $2,966	57 Added 2.75%	2,130 $436,000
Q4 2018 Jan 14, 2019	BUY	$41.75 - $45.74 $86,547 - $94,819	2,073 New	2,073 $360,000
Q4 2017 Feb 09, 2018	SELL	$36.69 - $39.81 $60,098 - $65,208	-1,638 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$36.52 - $37.85 $59,819 - $61,998	1,638	1,638 $200,000

Others Institutions Holding NEE

# of Institutions

2,944

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 $151B
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...

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Ullmann Wealth Partners Group, LLC Nextera Energy Inc Transaction History