Captrust Financial Advisors Nextera Energy Inc Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Nextera Energy Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 297,148 shares of NEE stock, worth $21.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

297,148

Previous 296,880 0.09%

Holding current value

$21.7 Million

Previous $21 Million 19.48%

% of portfolio

0.08%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$69.9 - $84.97 $18,733 - $22,771	268 Added 0.09%	297,148 $25.1 Million
Q2 2024 Aug 14, 2024	BUY	$61.7 - $80.02 $763,352 - $990,007	12,372 Added 4.35%	296,880 $21 Million
Q1 2024 May 15, 2024	SELL	$54.97 - $63.91 $4.9 Million - $5.7 Million	-89,136 Reduced 23.86%	284,508 $18.2 Million
Q4 2023 Feb 14, 2024	BUY	$49.32 - $62.78 $94,053 - $119,721	1,907 Added 0.51%	373,644 $22.7 Million
Q3 2023 Nov 14, 2023	BUY	$57.08 - $75.9 $640,780 - $852,053	11,226 Added 3.11%	371,737 $21.3 Million
Q2 2023 Aug 14, 2023	BUY	$72.69 - $79.04 $562,838 - $612,006	7,743 Added 2.19%	360,511 $26.7 Million
Q1 2023 May 15, 2023	BUY	$69.87 - $85.74 $127,862 - $156,904	1,830 Added 0.52%	352,768 $27.2 Million
Q4 2022 Feb 15, 2023	BUY	$70.64 - $87.15 $638,514 - $787,748	9,039 Added 2.64%	350,938 $29.3 Million
Q3 2022 Nov 16, 2022	BUY	$54.18 - $90.81 $2.19 Million - $3.67 Million	40,372 Added 13.39%	341,899 $26.8 Million
Q2 2022 Aug 23, 2022	BUY	$68.51 - $87.08 $20.5 Million - $26.1 Million	299,327 Added 13605.77%	301,527 $23.4 Million
Q2 2022 Aug 16, 2022	SELL	$68.51 - $87.08 $20.1 Million - $25.5 Million	-292,932 Reduced 99.25%	2,200 $170,000
Q1 2022 May 16, 2022	BUY	$72.32 - $91.66 $3.95 Million - $5.01 Million	54,652 Added 22.73%	295,132 $25 Million
Q4 2021 Feb 14, 2022	SELL	$77.83 - $93.36 $211,230 - $253,379	-2,714 Reduced 1.12%	240,480 $22.5 Million
Q3 2021 Nov 16, 2021	BUY	$74.19 - $86.48 $6.69 Million - $7.79 Million	90,124 Added 58.88%	243,194 $19.1 Million
Q2 2021 Aug 16, 2021	BUY	$71.54 - $80.94 $195,375 - $221,047	2,731 Added 1.82%	153,070 $11.2 Million
Q1 2021 May 17, 2021	BUY	$70.7 - $86.87 $1.22 Million - $1.5 Million	17,247 Added 12.96%	150,339 $11.4 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $7.2 Million - $7.97 Million	102,470 Added 334.63%	133,092 $10.3 Million
Q3 2020 Nov 17, 2020	SELL	$61.56 - $73.93 $79,597 - $95,591	-1,293 Reduced 4.05%	30,622 $8.66 Million
Q2 2020 Aug 14, 2020	BUY	$54.56 - $65.12 $183,976 - $219,584	3,372 Added 11.81%	31,915 $7.86 Million
Q1 2020 May 15, 2020	BUY	$45.42 - $70.56 $8,357 - $12,983	184 Added 0.65%	28,543 $6.23 Million
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $1.11 Million - $1.21 Million	19,906 Added 235.49%	28,359 $6.77 Million
Q3 2019 Nov 14, 2019	SELL	$51.01 - $58.25 $16,986 - $19,397	-333 Reduced 3.79%	8,453 $1.97 Million
Q2 2019 Aug 13, 2019	BUY	$46.97 - $52.05 $124,329 - $137,776	2,647 Added 43.12%	8,786 $1.8 Million
Q1 2019 May 15, 2019	SELL	$42.35 - $48.75 $26,172 - $30,127	-618 Reduced 9.15%	6,139 $1.19 Million
Q4 2018 Feb 13, 2019	BUY	$41.75 - $45.74 $23,839 - $26,117	571 Added 9.23%	6,757 $1.18 Million
Q3 2018 Nov 15, 2018	SELL	$41.11 - $43.79 $4,152 - $4,422	-101 Reduced 1.61%	6,186 $1.04 Million
Q2 2018 Aug 13, 2018	BUY	$38.85 - $42.02 $67,288 - $72,778	1,732 Added 38.02%	6,287 $1.05 Million
Q1 2018 May 15, 2018	BUY	$36.32 - $40.83 $6,101 - $6,859	168 Added 3.83%	4,555 $740,000
Q4 2017 Feb 14, 2018	BUY	$36.69 - $39.81 $155,638 - $168,874	4,242 Added 2925.52%	4,387 $685,000
Q3 2017 Feb 16, 2018	BUY	$36.52 - $37.85 $5,295 - $5,488	145	145 $22,000

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...

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Captrust Financial Advisors Nextera Energy Inc Transaction History