A detailed history of Zhang Financial LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Zhang Financial LLC holds 4,427 shares of NEE stock, worth $371,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,427
Previous 4,330 2.24%
Holding current value
$371,203
Previous $276,000 13.41%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$61.7 - $80.02 $5,984 - $7,761
97 Added 2.24%
4,427 $313,000
Q1 2024

Apr 24, 2024

BUY
$54.97 - $63.91 $1,209 - $1,406
22 Added 0.51%
4,330 $276,000
Q4 2023

Jan 31, 2024

SELL
$49.32 - $62.78 $1,972 - $2,511
-40 Reduced 0.92%
4,308 $261,000
Q3 2023

Oct 11, 2023

BUY
$57.08 - $75.9 $970 - $1,290
17 Added 0.39%
4,348 $249,000
Q2 2023

Jul 18, 2023

BUY
$72.69 - $79.04 $1,090 - $1,185
15 Added 0.35%
4,331 $321,000
Q1 2023

May 10, 2023

SELL
$69.87 - $85.74 $21,240 - $26,064
-304 Reduced 6.58%
4,316 $332,000
Q4 2022

May 17, 2023

BUY
$70.64 - $87.15 $21,474 - $26,493
304 Added 7.04%
4,620 $386,000
Q4 2022

Jan 17, 2023

BUY
$70.64 - $87.15 $19,426 - $23,966
275 Added 6.33%
4,620 $386,000
Q3 2022

Oct 18, 2022

BUY
$54.18 - $90.81 $235,412 - $394,569
4,345 New
4,345 $341,000

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $165B
  • 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

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Zhang Financial LLC with notifications on news.