Moneta Group Investment Advisors LLC Nextera Energy Inc Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 45,112 shares of NEE stock, worth $3.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

45,112

Previous 41,982 7.46%

Holding current value

$3.07 Million

Previous $3.55 Million 8.85%

% of portfolio

0.05%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$69.77 - $85.43 $218,380 - $267,395	3,130 Added 7.46%	45,112 $3.23 Million
Q3 2024 Nov 12, 2024	SELL	$69.9 - $84.97 $62,979 - $76,557	-901 Reduced 2.1%	41,982 $3.55 Million
Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $220,577 - $286,071	3,575 Added 9.09%	42,883 $3.04 Million
Q1 2024 Aug 13, 2024	BUY	$54.97 - $63.91 $240,878 - $280,053	4,382 Added 12.55%	39,308 $2.51 Million
Q4 2023 Feb 15, 2024	SELL	$49.32 - $62.78 $110,279 - $140,376	-2,236 Reduced 6.02%	34,926 $2.12 Million
Q3 2023 Nov 15, 2023	SELL	$57.08 - $75.9 $53,141 - $70,662	-931 Reduced 2.44%	37,162 $2.13 Million
Q2 2023 Aug 15, 2023	BUY	$72.69 - $79.04 $109,180 - $118,718	1,502 Added 4.1%	38,093 $2.83 Million
Q1 2023 May 15, 2023	SELL	$69.87 - $85.74 $104,315 - $128,009	-1,493 Reduced 3.92%	36,591 $2.82 Million
Q4 2022 Feb 16, 2023	BUY	$70.64 - $87.15 $552,404 - $681,513	7,820 Added 25.84%	38,084 $3.18 Million
Q4 2022 Feb 16, 2023	SELL	$70.64 - $87.15 $2.14 Billion - $2.63 Billion	-30,233,552 Reduced 99.9%	30,264 $2.53 Million
Q4 2022 Feb 15, 2023	BUY	$70.64 - $87.15 $2.13 Billion - $2.63 Billion	30,218,452 Added 66613.29%	30,263,816 $2.53 Billion
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $316,248 - $530,057	-5,837 Reduced 11.4%	45,364 $3.56 Million
Q2 2022 Aug 15, 2022	BUY	$68.51 - $87.08 $713,531 - $906,938	10,415 Added 25.54%	51,201 $3.97 Million
Q1 2022 May 11, 2022	BUY	$72.32 - $91.66 $573,063 - $726,313	7,924 Added 24.11%	40,786 $3.46 Million
Q4 2021 Feb 11, 2022	BUY	$77.83 - $93.36 $74,638 - $89,532	959 Added 3.01%	32,862 $3.07 Million
Q3 2021 Nov 12, 2021	SELL	$74.19 - $86.48 $171,230 - $199,595	-2,308 Reduced 6.75%	31,903 $2.51 Million
Q2 2021 Aug 13, 2021	BUY	$71.54 - $80.94 $681,919 - $771,520	9,532 Added 38.62%	34,211 $2.51 Million
Q1 2021 May 14, 2021	BUY	$70.7 - $86.87 $1.13 Million - $1.39 Million	15,995 Added 184.19%	24,679 $1.87 Million
Q4 2020 Feb 12, 2021	SELL	$70.29 - $77.75 $121,953 - $134,896	-1,735 Reduced 16.65%	8,684 $670,000
Q3 2020 Nov 13, 2020	BUY	$61.56 - $73.93 $492,972 - $592,031	8,008 Added 332.14%	10,419 $723,000
Q2 2020 Aug 12, 2020	BUY	$54.56 - $65.12 $7,529 - $8,986	138 Added 6.07%	2,411 $579,000
Q1 2020 May 13, 2020	BUY	$45.42 - $70.56 $48,644 - $75,569	1,071 Added 89.1%	2,273 $547,000
Q4 2019 Feb 11, 2020	BUY	$55.52 - $60.68 $7,162 - $7,827	129 Added 12.02%	1,202 $291,000
Q3 2019 Nov 12, 2019	BUY	$51.01 - $58.25 $54,733 - $62,502	1,073 New	1,073 $250,000
Q4 2018 Feb 11, 2019	SELL	$41.75 - $45.74 $73,730 - $80,776	-1,766 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$41.11 - $43.79 $287,975 - $306,748	-7,005 Reduced 79.87%	1,766 $296,000
Q2 2018 Aug 15, 2018	SELL	$38.85 - $42.02 $328,904 - $355,741	-8,466 Reduced 49.12%	8,771 $1.47 Million
Q2 2018 Aug 15, 2018	BUY	$38.85 - $42.02 $72,494 - $78,409	1,866 Added 12.14%	17,237 $1.47 Million
Q2 2018 Aug 14, 2018	BUY	$38.85 - $42.02 $584,265 - $631,938	15,039 Added 4529.82%	15,371 $1.18 Million
Q1 2018 May 14, 2018	BUY	$36.32 - $40.83 $11,912 - $13,392	328 Added 8200.0%	332 $54,000
Q4 2017 Feb 13, 2018	BUY	$36.69 - $39.81 $146 - $159	4	4 $1,000

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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Moneta Group Investment Advisors LLC Nextera Energy Inc Transaction History