Wealthsource Partners, LLC Nextera Energy Inc Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealthsource Partners, LLC holds 6,469 shares of NEE stock, worth $500,441. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,469

Previous 8,489 23.8%

Holding current value

$500,441

Previous $486,000 19.34%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$49.32 - $62.78 $99,626 - $126,815	-2,020 Reduced 23.8%	6,469 $392,000
Q3 2023 Nov 09, 2023	SELL	$57.08 - $75.9 $7,192 - $9,563	-126 Reduced 1.46%	8,489 $486,000
Q2 2023 Aug 14, 2023	SELL	$72.69 - $79.04 $9,740 - $10,591	-134 Reduced 1.53%	8,615 $639,000
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $31,930 - $39,183	-457 Reduced 4.96%	8,749 $674,000
Q4 2022 Feb 09, 2023	SELL	$70.64 - $87.15 $25,854 - $31,896	-366 Reduced 3.82%	9,206 $769,000
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $23,243 - $38,957	-429 Reduced 4.29%	9,572 $751,000
Q2 2022 Aug 10, 2022	BUY	$68.51 - $87.08 $67,482 - $85,773	985 Added 10.93%	10,001 $775,000
Q1 2022 May 09, 2022	SELL	$72.32 - $91.66 $44,332 - $56,187	-613 Reduced 6.37%	9,016 $764,000
Q4 2021 Feb 14, 2022	SELL	$77.83 - $93.36 $208,039 - $249,551	-2,673 Reduced 21.73%	9,629 $899,000
Q3 2021 Nov 18, 2021	BUY	$74.19 - $86.48 $195,564 - $227,961	2,636 Added 27.27%	12,302 $966,000
Q2 2021 Nov 18, 2021	BUY	$71.54 - $80.94 $221,917 - $251,075	3,102 Added 47.26%	9,666 $708,000
Q1 2021 Jun 21, 2021	BUY	$70.7 - $86.87 $116,796 - $143,509	1,652 Added 33.63%	6,564 $496,000
Q4 2020 Feb 12, 2021	BUY	$70.29 - $77.75 $262,041 - $289,852	3,728 Added 314.86%	4,912 $379,000
Q3 2020 Nov 16, 2020	BUY	$61.56 - $73.93 $4,062 - $4,879	66 Added 5.9%	1,184 $82,000
Q2 2020 Aug 17, 2020	SELL	$54.56 - $65.12 $7,911 - $9,442	-145 Reduced 11.48%	1,118 $269,000
Q1 2020 May 12, 2020	BUY	$45.42 - $70.56 $6,358 - $9,878	140 Added 12.47%	1,263 $304,000
Q4 2019 Feb 12, 2020	BUY	$55.52 - $60.68 $8,827 - $9,648	159 Added 16.49%	1,123 $272,000
Q3 2019 Nov 15, 2019	SELL	$51.01 - $58.25 $3,315 - $3,786	-65 Reduced 6.32%	964 $225,000
Q2 2019 Aug 09, 2019	BUY	$46.97 - $52.05 $48,332 - $53,559	1,029 New	1,029 $211,000

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 $152B
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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Wealthsource Partners, LLC Nextera Energy Inc Transaction History