Xcel Wealth Management, LLC Nextera Energy Inc Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

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 60,220 shares of NEE stock, worth $4.39 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

60,220

Previous 58,874 2.29%

Holding current value

$4.39 Million

Previous $4.17 Million 22.12%

% of portfolio

1.51%

Previous 1.32%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,949

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 $143B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Account

Xcel Wealth Management, LLC Nextera Energy Inc Transaction History