Kestra Private Wealth Services, LLC Nextera Energy Inc Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 234,728 shares of NEE stock, worth $16.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

234,728

Previous 215,705 8.82%

Holding current value

$16.8 Million

Previous $18.2 Million 7.71%

% of portfolio

0.3%

Previous 0.34%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$69.77 - $85.43 $1.33 Million - $1.63 Million	19,023 Added 8.82%	234,728 $16.8 Million
Q3 2024 Nov 13, 2024	BUY	$69.9 - $84.97 $590,235 - $717,486	8,444 Added 4.07%	215,705 $18.2 Million
Q2 2024 Aug 12, 2024	BUY	$61.7 - $80.02 $359,032 - $465,636	5,819 Added 2.89%	207,261 $14.7 Million
Q1 2024 May 02, 2024	SELL	$54.97 - $63.91 $261,272 - $303,764	-4,753 Reduced 2.31%	201,442 $12.9 Million
Q4 2023 Feb 05, 2024	BUY	$49.32 - $62.78 $821,079 - $1.05 Million	16,648 Added 8.78%	206,195 $12.5 Million
Q3 2023 Nov 07, 2023	BUY	$57.08 - $75.9 $2.06 Million - $2.75 Million	36,168 Added 23.58%	189,547 $10.9 Million
Q2 2023 Aug 08, 2023	BUY	$72.69 - $79.04 $1.66 Million - $1.8 Million	22,832 Added 17.49%	153,379 $11.4 Million
Q1 2023 May 12, 2023	BUY	$69.87 - $85.74 $1.33 Million - $1.63 Million	19,064 Added 17.1%	130,547 $10.1 Million
Q4 2022 Jan 31, 2023	BUY	$70.64 - $87.15 $289,482 - $357,140	4,098 Added 3.82%	111,483 $9.32 Million
Q3 2022 Nov 14, 2022	BUY	$54.18 - $90.81 $242,076 - $405,739	4,468 Added 4.34%	107,385 $8.42 Million
Q2 2022 Aug 12, 2022	BUY	$68.51 - $87.08 $2.76 Million - $3.51 Million	40,359 Added 64.51%	102,917 $7.97 Million
Q1 2022 May 26, 2022	BUY	$72.32 - $91.66 $40,282 - $51,054	557 Added 0.9%	62,558 $5.3 Million
Q4 2021 Jan 21, 2022	BUY	$77.83 - $93.36 $422,305 - $506,571	5,426 Added 9.59%	62,001 $5.79 Million
Q3 2021 Oct 21, 2021	BUY	$74.19 - $86.48 $424,737 - $495,098	5,725 Added 11.26%	56,575 $4.44 Million
Q2 2021 Jul 30, 2021	BUY	$71.54 - $80.94 $474,310 - $536,632	6,630 Added 14.99%	50,850 $3.73 Million
Q1 2021 May 11, 2021	BUY	$70.7 - $86.87 $304,080 - $373,627	4,301 Added 10.77%	44,220 $3.34 Million
Q4 2020 Jan 21, 2021	BUY	$70.29 - $77.75 $2.04 Million - $2.25 Million	28,955 Added 264.09%	39,919 $3.03 Billion
Q3 2020 Nov 09, 2020	BUY	$61.56 - $73.93 $674,943 - $810,568	10,964 New	10,964 $760,000

Others Institutions Holding NEE

# of Institutions

3,063

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 $141B
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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Kestra Private Wealth Services, LLC Nextera Energy Inc Transaction History