A detailed history of Sax Wealth Advisors, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,968 shares of NEE stock, worth $214,794. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,968
Holding current value
$214,794
% of portfolio
0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$69.9 - $84.97 $207,463 - $252,190
2,968 New
2,968 $250,000
Q2 2022

Aug 11, 2022

SELL
$68.51 - $87.08 $137,020 - $174,160
-2,000 Reduced 43.52%
2,596 $201,000
Q4 2021

Feb 07, 2022

BUY
$77.83 - $93.36 $11,596 - $13,910
149 Added 3.35%
4,596 $429,000
Q3 2021

Dec 10, 2021

SELL
$74.19 - $86.48 $318,423 - $371,172
-4,292 Reduced 49.11%
4,447 $349,000
Q2 2021

Aug 12, 2021

SELL
$71.54 - $80.94 $90,641 - $102,550
-1,267 Reduced 12.66%
8,739 $640,000
Q1 2021

May 14, 2021

BUY
$70.7 - $86.87 $159,923 - $196,499
2,262 Added 29.21%
10,006 $757,000
Q4 2020

Feb 16, 2021

BUY
$70.29 - $77.75 $544,325 - $602,096
7,744 New
7,744 $597,000

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $142B
  • 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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