Sowell Financial Services LLC Nextera Energy Inc Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 22,783 shares of NEE stock, worth $1.66 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

22,783

Previous 23,740 4.03%

Holding current value

$1.66 Million

Previous $1.68 Million 14.52%

% of portfolio

0.09%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$69.9 - $84.97 $66,894 - $81,316	-957 Reduced 4.03%	22,783 $1.93 Million
Q2 2024 Aug 13, 2024	BUY	$61.7 - $80.02 $43,992 - $57,054	713 Added 3.1%	23,740 $1.68 Million
Q1 2024 May 03, 2024	SELL	$54.97 - $63.91 $271,826 - $316,034	-4,945 Reduced 17.68%	23,027 $1.47 Million
Q4 2023 Jan 24, 2024	SELL	$49.32 - $62.78 $24,462 - $31,138	-496 Reduced 1.74%	27,972 $1.7 Million
Q3 2023 Nov 08, 2023	BUY	$57.08 - $75.9 $400,359 - $532,362	7,014 Added 32.69%	28,468 $1.63 Million
Q2 2023 Aug 14, 2023	BUY	$72.69 - $79.04 $429,379 - $466,889	5,907 Added 37.99%	21,454 $1.59 Million
Q1 2023 May 12, 2023	SELL	$69.87 - $85.74 $435,918 - $534,931	-6,239 Reduced 28.64%	15,547 $1.2 Million
Q4 2022 Feb 09, 2023	BUY	$70.64 - $87.15 $286,303 - $353,218	4,053 Added 22.86%	21,786 $1.82 Million
Q3 2022 Nov 15, 2022	SELL	$54.18 - $90.81 $29,311 - $49,128	-541 Reduced 2.96%	17,733 $1.39 Million
Q2 2022 Aug 15, 2022	BUY	$68.51 - $87.08 $528,554 - $671,822	7,715 Added 73.07%	18,274 $1.42 Million
Q1 2022 May 13, 2022	SELL	$72.32 - $91.66 $741,496 - $939,789	-10,253 Reduced 49.26%	10,559 $770,000
Q4 2021 Feb 09, 2022	BUY	$77.83 - $93.36 $620,305 - $744,079	7,970 Added 62.06%	20,812 $1.94 Million
Q3 2021 Nov 04, 2021	SELL	$74.19 - $86.48 $158,989 - $185,326	-2,143 Reduced 14.3%	12,842 $1.01 Million
Q2 2021 Aug 05, 2021	SELL	$71.54 - $80.94 $180,996 - $204,778	-2,530 Reduced 14.44%	14,985 $1.1 Million
Q1 2021 May 07, 2021	BUY	$70.7 - $86.87 $169,538 - $208,314	2,398 Added 15.86%	17,515 $1.3 Million
Q4 2020 Jan 13, 2021	BUY	$70.29 - $77.75 $795,050 - $879,430	11,311 Added 297.19%	15,117 $1.17 Million
Q3 2020 Nov 12, 2020	BUY	$61.56 - $73.93 $56,943 - $68,385	925 Added 32.11%	3,806 $1.06 Million
Q2 2020 Aug 13, 2020	SELL	$54.56 - $65.12 $5,619 - $6,707	-103 Reduced 3.45%	2,881 $692,000
Q1 2020 May 12, 2020	SELL	$45.42 - $70.56 $33,565 - $52,143	-739 Reduced 19.85%	2,984 $718,000
Q4 2019 Feb 07, 2020	BUY	$55.52 - $60.68 $15,045 - $16,444	271 Added 7.85%	3,723 $225,000
Q3 2019 Nov 14, 2019	BUY	$51.01 - $58.25 $35,809 - $40,891	702 Added 25.53%	3,452 $804,000
Q1 2019 May 15, 2019	BUY	$42.35 - $48.75 $4,870 - $5,606	115 Added 4.36%	2,750 $0
Q4 2018 Mar 05, 2019	BUY	$41.75 - $45.74 $7,515 - $8,233	180 Added 7.33%	2,635 $458,000
Q3 2018 Nov 13, 2018	BUY	$41.11 - $43.79 $100,925 - $107,504	2,455 New	2,455 $411,000

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 $143B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Nextera Energy Inc Transaction History