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 $525,283. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,320
Previous 6,954 5.26%
Holding current value
$525,283
Previous $492,000 25.61%
% of portfolio
0.08%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,949
Shares Held
1.58B
Call Options Held
28.7M
Put Options Held
26.3M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • 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
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