Wealth Architects, LLC Nextera Energy Inc Transaction History

Wealth Architects, LLC

$848 Million
Q3 2024

A detailed history of Wealth Architects, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealth Architects, LLC holds 4,633 shares of NEE stock, worth $352,108. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,633

Previous 4,671 0.81%

Holding current value

$352,108

Previous $330,000 18.48%

% of portfolio

0.05%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$69.9 - $84.97 $2,656 - $3,228	-38 Reduced 0.81%	4,633 $391,000
Q2 2024 Aug 08, 2024	BUY	$61.7 - $80.02 $15,116 - $19,604	245 Added 5.54%	4,671 $330,000
Q1 2024 May 13, 2024	BUY	$54.97 - $63.91 $20,228 - $23,518	368 Added 9.07%	4,426 $282,000
Q4 2023 Feb 14, 2024	BUY	$49.32 - $62.78 $1,085 - $1,381	22 Added 0.55%	4,058 $246,000
Q3 2023 Nov 09, 2023	SELL	$57.08 - $75.9 $19,407 - $25,806	-340 Reduced 7.77%	4,036 $231,000
Q2 2023 Aug 02, 2023	BUY	$72.69 - $79.04 $75,016 - $81,569	1,032 Added 30.86%	4,376 $324,000
Q1 2023 Apr 21, 2023	BUY	$69.87 - $85.74 $3,842 - $4,715	55 Added 1.67%	3,344 $257,000
Q4 2022 Feb 09, 2023	SELL	$70.64 - $87.15 $34,613 - $42,703	-490 Reduced 12.97%	3,289 $274,000
Q3 2022 Oct 24, 2022	BUY	$54.18 - $90.81 $13,328 - $22,339	246 Added 6.96%	3,779 $296,000
Q2 2022 Jul 29, 2022	SELL	$68.51 - $87.08 $23,019 - $29,258	-336 Reduced 8.68%	3,533 $274,000
Q1 2022 May 17, 2022	SELL	$72.32 - $91.66 $2,024 - $2,566	-28 Reduced 0.72%	3,869 $328,000
Q4 2021 Jan 19, 2022	BUY	$77.83 - $93.36 $35,646 - $42,758	458 Added 13.32%	3,897 $364,000
Q3 2021 Nov 09, 2021	SELL	$74.19 - $86.48 $32,198 - $37,532	-434 Reduced 11.21%	3,439 $270,000
Q2 2021 Aug 09, 2021	BUY	$71.54 - $80.94 $16,811 - $19,020	235 Added 6.46%	3,873 $284,000
Q1 2021 Apr 29, 2021	BUY	$70.7 - $86.87 $21,280 - $26,147	301 Added 9.02%	3,638 $275,000
Q4 2020 Jan 28, 2021	BUY	$70.29 - $77.75 $234,557 - $259,451	3,337 New	3,337 $257,000

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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Wealth Architects, LLC Nextera Energy Inc Transaction History