United Asset Strategies, Inc. Nextera Energy Inc Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q3 2024

A detailed history of United Asset Strategies, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, United Asset Strategies, Inc. holds 29,380 shares of NEE stock, worth $2.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

29,380

Previous 20,384 44.13%

Holding current value

$2.05 Million

Previous $1.44 Million 72.07%

% of portfolio

0.23%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$69.9 - $84.97 $628,820 - $764,390	8,996 Added 44.13%	29,380 $2.48 Million
Q2 2024 Aug 01, 2024	BUY	$61.7 - $80.02 $7,095 - $9,202	115 Added 0.57%	20,384 $1.44 Million
Q1 2024 Apr 23, 2024	SELL	$54.97 - $63.91 $86,247 - $100,274	-1,569 Reduced 7.18%	20,269 $1.3 Million
Q4 2023 Jan 30, 2024	BUY	$49.32 - $62.78 $46,558 - $59,264	944 Added 4.52%	21,838 $1.33 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $37,102 - $49,335	-650 Reduced 3.02%	20,894 $1.2 Million
Q2 2023 Jul 25, 2023	SELL	$72.69 - $79.04 $21,807 - $23,712	-300 Reduced 1.37%	21,544 $1.6 Million
Q1 2023 Apr 25, 2023	BUY	$69.87 - $85.74 $20,961 - $25,722	300 Added 1.39%	21,844 $1.68 Million
Q4 2022 Jan 26, 2023	BUY	$70.64 - $87.15 $1.52 Million - $1.88 Million	21,544 New	21,544 $0
Q2 2021 Jul 19, 2021	SELL	$71.54 - $80.94 $442,331 - $500,452	-6,183 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$70.7 - $86.87 $134,966 - $165,834	1,909 Added 44.67%	6,183 $468,000
Q4 2020 Feb 05, 2021	BUY	$70.29 - $77.75 $300,419 - $332,303	4,274 New	4,274 $330,000
Q1 2019 May 02, 2019	SELL	$42.35 - $48.75 $192,819 - $221,958	-4,553 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$41.75 - $45.74 $1,670 - $1,829	40 Added 0.89%	4,553 $791,000
Q3 2018 Nov 07, 2018	SELL	$41.11 - $43.79 $411 - $437	-10 Reduced 0.22%	4,513 $756,000
Q2 2018 Aug 07, 2018	BUY	$38.85 - $42.02 $621 - $672	16 Added 0.36%	4,523 $755,000
Q1 2018 May 14, 2018	BUY	$36.32 - $40.83 $3,632 - $4,083	100 Added 2.27%	4,507 $736,000
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $161,692 - $175,442	4,407	4,407 $688,000

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

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $137B
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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Account

United Asset Strategies, Inc. Nextera Energy Inc Transaction History