Ascent Wealth Partners, LLC Nextera Energy Inc Transaction History

Ascent Wealth Partners, LLC

$848 Million
Q3 2025

A detailed history of Ascent Wealth Partners, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 8,423 shares of NEE stock, worth $722,272. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,423

Previous 27,116 68.94%

Holding current value

$722,272

Previous $1.88 Million 66.26%

% of portfolio

0.07%

Previous 0.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$69.77 - $77.54 $1.3 Million - $1.45 Million	-18,693 Reduced 68.94%	8,423 $635,000
Q2 2025 Aug 12, 2025	SELL	$64.11 - $75.0 $498,775 - $583,500	-7,780 Reduced 22.29%	27,116 $1.88 Million
Q1 2025 May 02, 2025	BUY	$66.96 - $76.16 $546,058 - $621,084	8,155 Added 30.5%	34,896 $2.47 Million
Q4 2024 Feb 04, 2025	BUY	$69.77 - $85.43 $3,418 - $4,186	49 Added 0.18%	26,741 $1.92 Million
Q3 2024 Oct 31, 2024	BUY	$69.9 - $84.97 $908 - $1,104	13 Added 0.05%	26,692 $2.26 Million

Q2 2024 Jul 31, 2024	BUY	$61.7 - $80.02 $96,683 - $125,391	1,567 Added 6.24%	26,679 $1.89 Million
Q1 2024 May 01, 2024	SELL	$54.97 - $63.91 $84,159 - $97,846	-1,531 Reduced 5.75%	25,112 $1.6 Million
Q4 2023 Jan 22, 2024	BUY	$49.32 - $62.78 $117,036 - $148,976	2,373 Added 9.78%	26,643 $1.62 Million
Q3 2023 Oct 20, 2023	BUY	$57.08 - $75.9 $4,452 - $5,920	78 Added 0.32%	24,270 $1.39 Million
Q2 2023 Aug 04, 2023	BUY	$72.69 - $79.04 $666,421 - $724,638	9,168 Added 61.02%	24,192 $1.8 Million
Q1 2023 Apr 25, 2023	BUY	$69.87 - $85.74 $14,323 - $17,576	205 Added 1.38%	15,024 $1.16 Million
Q4 2022 Feb 02, 2023	SELL	$70.64 - $87.15 $58,066 - $71,637	-822 Reduced 5.26%	14,819 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $439,887 - $737,286	-8,119 Reduced 34.17%	15,641 $1.23 Million
Q2 2022 Aug 10, 2022	SELL	$68.51 - $87.08 $627,757 - $797,914	-9,163 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$72.32 - $91.66 $662,668 - $839,880	9,163 New	9,163 $776,000
Q4 2021 Jan 27, 2022	SELL	$77.83 - $93.36 $692,609 - $830,810	-8,899 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$74.19 - $86.48 $22,182 - $25,857	299 Added 3.48%	8,899 $699,000
Q4 2020 Feb 02, 2021	BUY	$70.29 - $77.75 $453,370 - $501,487	6,450 Added 300.0%	8,600 $663,000
Q4 2018 Feb 13, 2019	SELL	$41.75 - $45.74 $250 - $274	-6 Reduced 0.28%	2,150 $374,000
Q3 2018 Aug 21, 2019	BUY	$41.11 - $43.79 $246 - $262	6 Added 0.28%	2,156 $361,000
Q2 2016 Aug 21, 2019	SELL	N/A	-50 Reduced 2.27%	2,150 $280,000
Q1 2016 Aug 21, 2019	BUY	N/A	50 Added 2.33%	2,200 $260,000
Q1 2014 Aug 22, 2019	BUY	N/A	2,150	2,150 $206,000

Others Institutions Holding NEE

# of Institutions

3,187

Shares Held

1.68B

Call Options Held

25.5M

Put Options Held

18.5M

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 $168B
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 Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.

Account

Ascent Wealth Partners, LLC Nextera Energy Inc Transaction History