Wealthspire Advisors, LLC Nextera Energy Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 44,653 shares of NEE stock, worth $3.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,653

Previous 44,810 0.35%

Holding current value

$3.45 Million

Previous $3.17 Million 18.98%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$69.9 - $84.97 $10,974 - $13,340	-157 Reduced 0.35%	44,653 $3.77 Million
Q2 2024 Aug 08, 2024	SELL	$61.7 - $80.02 $106,062 - $137,554	-1,719 Reduced 3.69%	44,810 $3.17 Million
Q1 2024 May 06, 2024	SELL	$54.97 - $63.91 $329,874 - $383,523	-6,001 Reduced 11.42%	46,529 $2.97 Million
Q4 2023 Feb 06, 2024	BUY	$49.32 - $62.78 $244,577 - $311,326	4,959 Added 10.42%	52,530 $3.19 Million
Q3 2023 Nov 06, 2023	BUY	$57.08 - $75.9 $1 Million - $1.33 Million	17,542 Added 58.42%	47,571 $2.73 Million
Q2 2023 Jul 31, 2023	BUY	$72.69 - $79.04 $84,247 - $91,607	1,159 Added 4.01%	30,029 $2.23 Million
Q1 2023 May 09, 2023	SELL	$69.87 - $85.74 $477,561 - $586,032	-6,835 Reduced 19.14%	28,870 $2.23 Million
Q4 2022 Feb 13, 2023	BUY	$70.64 - $87.15 $331,019 - $408,384	4,686 Added 15.11%	35,705 $2.98 Million
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $82,461 - $138,212	-1,522 Reduced 4.68%	31,019 $2.43 Million
Q2 2022 Aug 09, 2022	BUY	$68.51 - $87.08 $742,716 - $944,034	10,841 Added 49.96%	32,541 $2.52 Million
Q1 2022 May 09, 2022	SELL	$72.32 - $91.66 $487,943 - $618,430	-6,747 Reduced 23.72%	21,700 $1.84 Million
Q4 2021 Feb 14, 2022	SELL	$77.83 - $93.36 $1.11 Million - $1.33 Million	-14,254 Reduced 33.38%	28,447 $2.66 Million
Q3 2021 Nov 15, 2021	BUY	$74.19 - $86.48 $1.48 Million - $1.72 Million	19,895 Added 87.24%	42,701 $3.35 Million
Q2 2021 Aug 13, 2021	SELL	$71.54 - $80.94 $1.99 Million - $2.25 Million	-27,796 Reduced 54.93%	22,806 $1.67 Million
Q1 2021 May 17, 2021	BUY	$70.7 - $86.87 $434,451 - $533,816	6,145 Added 13.82%	50,602 $3.83 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $2.84 Million - $3.14 Million	40,417 Added 1000.42%	44,457 $3.43 Million
Q3 2020 Nov 16, 2020	BUY	$61.56 - $73.93 $16,374 - $19,665	266 Added 7.05%	4,040 $1.12 Million
Q2 2020 Aug 14, 2020	SELL	$54.56 - $65.12 $607,307 - $724,850	-11,131 Reduced 74.68%	3,774 $906,000
Q1 2020 May 12, 2020	BUY	$45.42 - $70.56 $594,547 - $923,630	13,090 Added 721.21%	14,905 $3.59 Million
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $32,590 - $35,619	587 Added 47.8%	1,815 $440,000
Q3 2019 Nov 12, 2019	BUY	$51.01 - $58.25 $62,640 - $71,531	1,228 New	1,228 $286,000
Q1 2019 May 08, 2019	SELL	$42.35 - $48.75 $13,933 - $16,038	-329 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$41.75 - $45.74 $13,735 - $15,048	329 New	329 $57,000

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...

More about NEE

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Wealthspire Advisors, LLC Nextera Energy Inc Transaction History