Wealth Plan Partners, LLC Nextera Energy Inc Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,893 shares of NEE stock, worth $827,868. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,893

Previous 15,841 31.24%

Holding current value

$827,868

Previous $1.12 Billion 17.91%

% of portfolio

0.12%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$69.9 - $84.97 $345,865 - $420,431	-4,948 Reduced 31.24%	10,893 $921 Million
Q2 2024 Aug 09, 2024	SELL	$61.7 - $80.02 $4.43 Million - $5.74 Million	-71,792 Reduced 81.92%	15,841 $1.12 Billion
Q1 2024 May 07, 2024	SELL	$54.97 - $63.91 $106,641 - $123,985	-1,940 Reduced 2.17%	87,633 $5.6 Billion
Q4 2023 Jan 05, 2024	BUY	$49.32 - $62.78 $4.05 Million - $5.15 Million	82,086 Added 1096.38%	89,573 $5.44 Billion
Q3 2023 Nov 01, 2023	BUY	$57.08 - $75.9 $55,253 - $73,471	968 Added 14.85%	7,487 $429 Million
Q2 2023 Jul 31, 2023	BUY	$72.69 - $79.04 $30,602 - $33,275	421 Added 6.9%	6,519 $484 Million
Q1 2023 May 10, 2023	SELL	$69.87 - $85.74 $127,931 - $156,989	-1,831 Reduced 23.09%	6,098 $470 Million
Q4 2022 Feb 16, 2023	BUY	$70.64 - $87.15 $56,441 - $69,632	799 Added 11.21%	7,929 $603 Million
Q1 2022 May 03, 2022	SELL	$72.32 - $91.66 $4,122 - $5,224	-57 Reduced 0.79%	7,130 $506,000
Q4 2021 Feb 01, 2022	SELL	$77.83 - $93.36 $56,893 - $68,246	-731 Reduced 9.23%	7,187 $561,000
Q3 2021 Dec 09, 2021	BUY	$74.19 - $86.48 $180,504 - $210,405	2,433 Added 44.36%	7,918 $621,000
Q2 2021 Aug 19, 2021	SELL	$71.54 - $80.94 $1,716 - $1,942	-24 Reduced 0.44%	5,485 $452,000
Q1 2021 May 11, 2021	BUY	$70.7 - $86.87 $6,080 - $7,470	86 Added 1.59%	5,509 $417,000
Q4 2020 Feb 09, 2021	BUY	$70.29 - $77.75 $4,709 - $5,209	67 Added 1.25%	5,423 $450,000
Q3 2020 Dec 18, 2020	BUY	$61.56 - $73.93 $244,577 - $293,723	3,973 Added 287.27%	5,356 $411,000
Q2 2020 Aug 19, 2020	BUY	$54.56 - $65.12 $5,783 - $6,902	106 Added 8.3%	1,383 $393,000
Q1 2020 May 15, 2020	SELL	$45.42 - $70.56 $10,083 - $15,664	-222 Reduced 14.81%	1,277 $297,000
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $2,831 - $3,094	51 Added 3.52%	1,499 $405,000
Q3 2019 Nov 15, 2019	BUY	$51.01 - $58.25 $3,825 - $4,368	75 Added 5.46%	1,448 $330,000
Q2 2019 Aug 19, 2019	SELL	$46.97 - $52.05 $28,041 - $31,073	-597 Reduced 30.3%	1,373 $296,000
Q1 2019 May 16, 2019	SELL	$42.35 - $48.75 $4,277 - $4,923	-101 Reduced 4.88%	1,970 $384,000
Q4 2018 Feb 20, 2019	BUY	$41.75 - $45.74 $2,922 - $3,201	70 Added 3.5%	2,071 $381,000
Q3 2018 Nov 21, 2018	SELL	$41.11 - $43.79 $14,635 - $15,589	-356 Reduced 15.1%	2,001 $358,000
Q2 2018 Aug 16, 2018	BUY	$38.85 - $42.02 $15,345 - $16,597	395 Added 20.13%	2,357 $394,000
Q1 2018 May 16, 2018	BUY	$36.32 - $40.83 $71,259 - $80,108	1,962 New	1,962 $321,000

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...

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Wealth Plan Partners, LLC Nextera Energy Inc Transaction History