Concord Wealth Partners Nextera Energy Inc Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Nextera Energy Inc stock. As of the latest transaction made, Concord Wealth Partners holds 47,657 shares of NEE stock, worth $4.09 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
47,657
Previous 55,862 14.69%
Holding current value
$4.09 Million
Previous $3.88 Million 7.22%
% of portfolio
0.51%
Previous 0.58%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$69.77 - $77.54 $572,462 - $636,215
-8,205 Reduced 14.69%
47,657 $3.6 Million
Q2 2025

Jul 25, 2025
BUY
$64.11 - $75.0 $98,601 - $115,350
1,538 Added 2.83%
55,862 $3.88 Million
Q1 2025

May 02, 2025
BUY
$66.96 - $76.16 $590,721 - $671,883
8,822 Added 19.39%
54,324 $3.85 Million
Q4 2024

Jan 23, 2025
BUY
$69.77 - $85.43 $205,263 - $251,335
2,942 Added 6.91%
45,502 $3.26 Million
Q3 2024

Oct 24, 2024
BUY
$69.9 - $84.97 $452,602 - $550,180
6,475 Added 17.94%
42,560 $3.6 Million
Q2 2024

Jul 31, 2024
BUY
$61.7 - $80.02 $77,433 - $100,425
1,255 Added 3.6%
36,085 $2.56 Million
Q1 2024

Apr 30, 2024
BUY
$54.97 - $63.91 $358,349 - $416,629
6,519 Added 23.03%
34,830 $2.23 Million
Q4 2023

Apr 30, 2024
BUY
$49.32 - $62.78 $191,805 - $244,151
3,889 Added 15.92%
28,311 $1.72 Million
Q4 2023

Feb 05, 2024
BUY
$49.32 - $62.78 $191,805 - $244,151
3,889 Added 15.92%
28,311 $1.72 Million
Q3 2023

Apr 30, 2024
SELL
$57.08 - $75.9 $221,984 - $295,175
-3,889 Reduced 13.74%
24,422 $1.4 Million
Q3 2023

Oct 25, 2023
BUY
$57.08 - $75.9 $608,872 - $809,625
10,667 Added 77.55%
24,422 $1.4 Million
Q2 2023

Aug 07, 2023
BUY
$72.69 - $79.04 $227,665 - $247,553
3,132 Added 29.48%
13,755 $1.02 Million
Q1 2023

Apr 26, 2023
BUY
$69.87 - $85.74 $411,534 - $505,008
5,890 Added 124.45%
10,623 $818,000
Q4 2022

Jan 27, 2023
SELL
$70.64 - $87.15 $116,414 - $143,623
-1,648 Reduced 25.83%
4,733 $395,000
Q3 2022

Nov 10, 2022
SELL
$54.18 - $90.81 $10,131 - $16,981
-187 Reduced 2.85%
6,381 $500,000
Q2 2022

Aug 04, 2022
SELL
$68.51 - $87.08 $9,454 - $12,017
-138 Reduced 2.06%
6,568 $509,000
Q1 2022

Apr 20, 2022
BUY
$72.32 - $91.66 $6,798 - $8,616
94 Added 1.42%
6,706 $568,000
Q4 2021

Jan 21, 2022
BUY
$77.83 - $93.36 $272,405 - $326,760
3,500 Added 112.47%
6,612 $617,000
Q3 2021

Nov 09, 2021
SELL
$74.19 - $86.48 $124,490 - $145,113
-1,678 Reduced 35.03%
3,112 $244,000
Q2 2021

Jul 29, 2021
BUY
$71.54 - $80.94 $52,581 - $59,490
735 Added 18.13%
4,790 $351,000
Q1 2021

May 13, 2021
BUY
$70.7 - $86.87 $186,153 - $228,728
2,633 Added 185.16%
4,055 $307,000
Q4 2020

Feb 16, 2021
BUY
$70.29 - $77.75 $99,952 - $110,560
1,422 New
1,422 $110,000

Others Institutions Holding NEE

# of Institutions
3,179
Shares Held
1.68B
Call Options Held
25.5M
Put Options Held
18.5M
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 $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
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