Sky Oak Wealth, LLC Nextera Energy Inc Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 39,291 shares of NEE stock, worth $2.84 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

39,291

Previous 39,459 0.43%

Holding current value

$2.84 Million

Previous $2.79 Million 18.86%

% of portfolio

0.75%

Previous 0.65%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$69.9 - $84.97 $11,743 - $14,274	-168 Reduced 0.43%	39,291 $3.32 Million
Q2 2024 Aug 12, 2024	SELL	$61.7 - $80.02 $50,902 - $66,016	-825 Reduced 2.05%	39,459 $2.79 Million
Q1 2024 Apr 29, 2024	SELL	$54.97 - $63.91 $5,606 - $6,518	-102 Reduced 0.25%	40,284 $2.57 Million
Q4 2023 Jan 12, 2024	SELL	$49.32 - $62.78 $208,771 - $265,747	-4,233 Reduced 9.49%	40,386 $2.45 Million
Q3 2023 Oct 24, 2023	SELL	$57.08 - $75.9 $7,991 - $10,626	-140 Reduced 0.31%	44,619 $2.56 Million
Q2 2023 Jul 20, 2023	SELL	$72.69 - $79.04 $123,791 - $134,605	-1,703 Reduced 3.67%	44,759 $3.32 Million
Q1 2023 May 02, 2023	BUY	$69.87 - $85.74 $3,353 - $4,115	48 Added 0.1%	46,462 $3.58 Million
Q4 2022 Jan 26, 2023	BUY	$70.64 - $87.15 $65,271 - $80,526	924 Added 2.03%	46,414 $0
Q3 2022 Oct 25, 2022	SELL	$54.18 - $90.81 $52,717 - $88,358	-973 Reduced 2.09%	45,490 $3.57 Million
Q2 2022 Jul 26, 2022	BUY	$68.51 - $87.08 $42,202 - $53,641	616 Added 1.34%	46,463 $3.6 Million
Q1 2022 Apr 18, 2022	BUY	$72.32 - $91.66 $45,344 - $57,470	627 Added 1.39%	45,847 $3.88 Million
Q4 2021 Jan 24, 2022	BUY	$77.83 - $93.36 $12,608 - $15,124	162 Added 0.36%	45,220 $4.22 Million
Q3 2021 Oct 21, 2021	BUY	$74.19 - $86.48 $1,780 - $2,075	24 Added 0.05%	45,058 $3.54 Million
Q2 2021 Jul 19, 2021	SELL	$71.54 - $80.94 $27,113 - $30,676	-379 Reduced 0.83%	45,034 $3.3 Million
Q1 2021 Apr 29, 2021	SELL	$70.7 - $86.87 $34,572 - $42,479	-489 Reduced 1.07%	45,413 $3.5 Million
Q4 2020 Feb 02, 2021	BUY	$70.29 - $77.75 $2.42 Million - $2.68 Million	34,426 Added 299.98%	45,902 $3.54 Million
Q3 2020 Nov 03, 2020	SELL	$61.56 - $73.93 $32,873 - $39,478	-534 Reduced 4.45%	11,476 $3.19 Million
Q2 2020 Aug 10, 2020	SELL	$54.56 - $65.12 $1,091 - $1,302	-20 Reduced 0.17%	12,010 $2.88 Million
Q1 2020 May 04, 2020	SELL	$45.42 - $70.56 $13,126 - $20,391	-289 Reduced 2.35%	12,030 $2.9 Million
Q4 2019 Feb 04, 2020	BUY	$55.52 - $60.68 $683,950 - $747,516	12,319 New	12,319 $2.98 Million

Others Institutions Holding NEE

# of Institutions

2,949

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $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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Sky Oak Wealth, LLC Nextera Energy Inc Transaction History