Everhart Financial Group, Inc. Nextera Energy Inc Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 12,295 shares of NEE stock, worth $815,281. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,295

Previous 12,541 1.96%

Holding current value

$815,281

Previous $899,000 3.11%

% of portfolio

0.12%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$66.96 - $76.16 $16,472 - $18,735	-246 Reduced 1.96%	12,295 $871,000
Q4 2024 Jan 30, 2025	SELL	$69.77 - $85.43 $81,700 - $100,038	-1,171 Reduced 8.54%	12,541 $899,000
Q3 2024 Nov 04, 2024	BUY	$69.9 - $84.97 $133,509 - $162,292	1,910 Added 16.18%	13,712 $1.16 Million
Q2 2024 Jul 24, 2024	BUY	$61.7 - $80.02 $290,668 - $376,974	4,711 Added 66.44%	11,802 $835,000
Q1 2024 May 13, 2024	BUY	$54.97 - $63.91 $123,737 - $143,861	2,251 Added 46.51%	7,091 $453,000
Q4 2023 Jan 12, 2024	BUY	$49.32 - $62.78 $17,903 - $22,789	363 Added 8.11%	4,840 $293,000
Q3 2023 Oct 25, 2023	SELL	$57.08 - $75.9 $285,342 - $379,424	-4,999 Reduced 52.75%	4,477 $256,000
Q2 2023 Jul 13, 2023	BUY	$72.69 - $79.04 $12,357 - $13,436	170 Added 1.83%	9,476 $703,000
Q1 2023 Apr 25, 2023	SELL	$69.87 - $85.74 $104,246 - $127,924	-1,492 Reduced 13.82%	9,306 $717,000
Q4 2022 Feb 09, 2023	BUY	$70.64 - $87.15 $88,370 - $109,024	1,251 Added 13.1%	10,798 $902,000
Q3 2022 Oct 12, 2022	BUY	$54.18 - $90.81 $58,676 - $98,347	1,083 Added 12.8%	9,547 $748,000
Q2 2022 Jul 12, 2022	BUY	$68.51 - $87.08 $89,474 - $113,726	1,306 Added 18.25%	8,464 $656,000
Q1 2022 Apr 18, 2022	BUY	$72.32 - $91.66 $106,093 - $134,465	1,467 Added 25.78%	7,158 $606,000
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $228,197 - $273,731	2,932 Added 106.27%	5,691 $531,000
Q3 2021 Oct 13, 2021	SELL	$74.19 - $86.48 $49,113 - $57,249	-662 Reduced 19.35%	2,759 $217,000
Q2 2021 Jul 16, 2021	SELL	$71.54 - $80.94 $16,168 - $18,292	-226 Reduced 6.2%	3,421 $251,000
Q1 2021 Apr 13, 2021	BUY	$70.7 - $86.87 $8,342 - $10,250	118 Added 3.34%	3,647 $276,000
Q4 2020 Mar 26, 2021	BUY	$70.29 - $77.75 $248,053 - $274,379	3,529 New	3,529 $272,000

Others Institutions Holding NEE

# of Institutions

3,067

Shares Held

1.67B

Call Options Held

25.6M

Put Options Held

20M

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 $130B
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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Everhart Financial Group, Inc. Nextera Energy Inc Transaction History