Xcel Wealth Management, LLC Nextera Energy Inc Transaction History

Xcel Wealth Management, LLC

  • $314 Million
  • Q1 2025

A detailed history of Xcel Wealth Management, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 64,234 shares of NEE stock, worth $4.37 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
64,234
Previous 58,365 10.06%
Holding current value
$4.37 Million
Previous $4.18 Million 8.82%
% of portfolio
1.45%
Previous 1.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$66.96 - $76.16 $392,988 - $446,983
5,869 Added 10.06%
64,234 $4.55 Million
Q4 2024

Feb 05, 2025
SELL
$69.77 - $85.43 $129,423 - $158,472
-1,855 Reduced 3.08%
58,365 $4.18 Million
Q3 2024

Oct 21, 2024
BUY
$69.9 - $84.97 $94,085 - $114,369
1,346 Added 2.29%
60,220 $5.09 Million
Q2 2024

Jul 23, 2024
SELL
$61.7 - $80.02 $141,724 - $183,805
-2,297 Reduced 3.76%
58,874 $4.17 Million
Q1 2024

Apr 22, 2024
BUY
$54.97 - $63.91 $651,339 - $757,269
11,849 Added 24.02%
61,171 $3.91 Million
Q4 2023

Jan 29, 2024
SELL
$49.32 - $62.78 $420,600 - $535,387
-8,528 Reduced 14.74%
49,322 $3 Million
Q3 2023

Oct 17, 2023
BUY
$57.08 - $75.9 $634,215 - $843,324
11,111 Added 23.77%
57,850 $3.31 Million
Q2 2023

Jul 26, 2023
BUY
$72.69 - $79.04 $2.63 Million - $2.86 Million
36,170 Added 342.23%
46,739 $3.47 Million
Q1 2023

Apr 25, 2023
SELL
$69.87 - $85.74 $43,109 - $52,901
-617 Reduced 5.52%
10,569 $814,000
Q4 2022

Jan 19, 2023
BUY
$70.64 - $87.15 $4,803 - $5,926
68 Added 0.61%
11,186 $935,000
Q2 2022

Jul 26, 2022
BUY
$68.51 - $87.08 $68 - $87
1 Added 0.01%
11,118 $861,000
Q1 2022

Apr 29, 2022
SELL
$72.32 - $91.66 $84,469 - $107,058
-1,168 Reduced 9.51%
11,117 $942,000
Q4 2021

Feb 03, 2022
BUY
$77.83 - $93.36 $49,889 - $59,843
641 Added 5.5%
12,285 $1.15 Million
Q2 2021

Jul 15, 2021
SELL
$71.54 - $80.94 $93,002 - $105,222
-1,300 Reduced 10.04%
11,644 $853,000
Q1 2021

Apr 15, 2021
BUY
$70.7 - $86.87 $7,070 - $8,687
100 Added 0.78%
12,944 $979,000
Q4 2020

Jan 13, 2021
BUY
$70.29 - $77.75 $677,103 - $748,965
9,633 Added 300.0%
12,844 $990,000
Q3 2020

Oct 27, 2020
BUY
$61.56 - $73.93 $20,007 - $24,027
325 Added 11.26%
3,211 $891,000
Q2 2020

Jul 10, 2020
BUY
$54.56 - $65.12 $64,489 - $76,971
1,182 Added 69.37%
2,886 $693,000
Q2 2019

Nov 12, 2019
SELL
$46.97 - $52.05 $11,742 - $13,012
-250 Reduced 12.79%
1,704 $349,000
Q1 2019

Nov 12, 2019
SELL
$42.35 - $48.75 $3,303 - $3,802
-78 Reduced 3.84%
1,954 $377,000
Q4 2018

Nov 12, 2019
BUY
$41.75 - $45.74 $84,836 - $92,943
2,032 New
2,032 $353,000

Others Institutions Holding NEE

# of Institutions
3,099
Shares Held
1.65B
Call Options Held
26.6M
Put Options Held
19M
View Full List

About NEXTERA ENERGY INC

NEE Quotes by TradingView
  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $134B
  • 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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