A detailed history of Wealth Plan Investment Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 120,870 shares of NEE stock, worth $8.98 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
120,870
Previous 110,214 9.67%
Holding current value
$8.98 Million
Previous $6.69 Million 15.39%
% of portfolio
1.31%
Previous 1.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

BUY
$54.97 - $63.91 $585,760 - $681,024
10,656 Added 9.67%
120,870 $7.72 Million
Q4 2023

Jan 05, 2024

BUY
$49.32 - $62.78 $5.44 Million - $6.92 Million
110,214 New
110,214 $6.69 Million
Q3 2023

Nov 09, 2023

BUY
$57.08 - $75.9 $422,962 - $562,419
7,410 Added 9623.38%
7,487 $428,000
Q2 2023

Aug 14, 2023

BUY
$72.69 - $79.04 $1,235 - $1,343
17 Added 28.33%
77 $5,000
Q2 2023

Jul 25, 2023

SELL
$72.69 - $79.04 $1,235 - $1,343
-17 Reduced 22.08%
60 $4,000
Q1 2023

May 08, 2023

SELL
$69.87 - $85.74 $548,619 - $673,230
-7,852 Reduced 99.03%
77 $5,000
Q4 2022

Feb 15, 2023

BUY
$70.64 - $87.15 $185,924 - $229,378
2,632 Added 49.69%
7,929 $662,000
Q3 2022

Dec 12, 2022

SELL
$54.18 - $90.81 $99,311 - $166,454
-1,833 Reduced 25.71%
5,297 $452,000
Q1 2022

Sep 07, 2022

BUY
$72.32 - $91.66 $515,641 - $653,535
7,130 New
7,130 $506,000

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $146B
  • 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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