Holistic Financial Partners Nextera Energy Inc Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Nextera Energy Inc stock. As of the latest transaction made, Holistic Financial Partners holds 4,083 shares of NEE stock, worth $277,888. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,083

Previous 3,871 5.48%

Holding current value

$277,888

Previous $327,000 10.7%

% of portfolio

0.15%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$69.77 - $85.43 $14,791 - $18,111	212 Added 5.48%	4,083 $292,000
Q3 2024 Nov 07, 2024	SELL	$69.9 - $84.97 $62,630 - $76,133	-896 Reduced 18.8%	3,871 $327,000
Q2 2024 Jul 30, 2024	BUY	$61.7 - $80.02 $17,276 - $22,405	280 Added 6.24%	4,767 $337,000
Q1 2024 May 08, 2024	BUY	$54.97 - $63.91 $12,038 - $13,996	219 Added 5.13%	4,487 $286,000
Q4 2023 Feb 12, 2024	SELL	$49.32 - $62.78 $11,886 - $15,129	-241 Reduced 5.34%	4,268 $259,000
Q3 2023 Nov 08, 2023	BUY	$57.08 - $75.9 $19,464 - $25,881	341 Added 8.18%	4,509 $258,000
Q2 2023 Aug 09, 2023	SELL	$72.69 - $79.04 $21,298 - $23,158	-293 Reduced 6.57%	4,168 $309,000
Q1 2023 May 04, 2023	SELL	$69.87 - $85.74 $20,541 - $25,207	-294 Reduced 6.18%	4,461 $343,000
Q4 2022 Feb 07, 2023	SELL	$70.64 - $87.15 $988 - $1,220	-14 Reduced 0.29%	4,755 $397,000
Q3 2022 Nov 09, 2022	BUY	$54.18 - $90.81 $13,870 - $23,247	256 Added 5.67%	4,769 $374,000
Q2 2022 Aug 02, 2022	SELL	$68.51 - $87.08 $32,953 - $41,885	-481 Reduced 9.63%	4,513 $350,000
Q1 2022 May 13, 2022	SELL	$72.32 - $91.66 $1,229 - $1,558	-17 Reduced 0.34%	4,994 $423,000
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $16,266 - $19,512	209 Added 4.35%	5,011 $468,000
Q2 2021 Aug 13, 2021	BUY	$71.54 - $80.94 $67,676 - $76,569	946 Added 24.53%	4,802 $352,000
Q1 2021 May 11, 2021	BUY	$70.7 - $86.87 $12,019 - $14,767	170 Added 4.61%	3,856 $292,000
Q4 2020 Feb 10, 2021	BUY	$70.29 - $77.75 $194,843 - $215,523	2,772 Added 303.28%	3,686 $284,000
Q3 2020 Nov 13, 2020	BUY	$61.56 - $73.93 $56,265 - $67,572	914 New	914 $255,000
Q2 2018 Aug 14, 2018	SELL	$38.85 - $42.02 $6,332 - $6,849	-163 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $5,980 - $6,489	163	163 $25,000

Others Institutions Holding NEE

# of Institutions

3,023

Shares Held

1.66B

Call Options Held

27.3M

Put Options Held

22.5M

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 $134B
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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Holistic Financial Partners Nextera Energy Inc Transaction History