Walter & Keenan Wealth Management LLC Nextera Energy Inc Transaction History

Walter & Keenan Wealth Management LLC

$327 Million
Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 22,923 shares of NEE stock, worth $1.66 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

22,923

Previous 25,190 9.0%

Holding current value

$1.66 Million

Previous $1.78 Million 8.64%

% of portfolio

0.59%

Previous 0.57%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$69.9 - $84.97 $158,463 - $192,626	-2,267 Reduced 9.0%	22,923 $1.94 Million
Q2 2024 Jul 15, 2024	BUY	$61.7 - $80.02 $230,326 - $298,714	3,733 Added 17.4%	25,190 $1.78 Million
Q1 2024 Apr 30, 2024	BUY	$54.97 - $63.91 $30,123 - $35,022	548 Added 2.62%	21,457 $1.37 Million
Q4 2023 Jan 25, 2024	SELL	$49.32 - $62.78 $37,088 - $47,210	-752 Reduced 3.47%	20,909 $1.27 Million
Q3 2023 Oct 20, 2023	BUY	$57.08 - $75.9 $40,355 - $53,661	707 Added 3.37%	21,661 $1.24 Million
Q2 2023 Jul 28, 2023	BUY	$72.69 - $79.04 $96,386 - $104,807	1,326 Added 6.76%	20,954 $1.55 Million
Q1 2023 Apr 26, 2023	SELL	$69.87 - $85.74 $19,912 - $24,435	-285 Reduced 1.43%	19,628 $1.51 Million
Q4 2022 Jan 30, 2023	BUY	$70.64 - $87.15 $46,975 - $57,954	665 Added 3.45%	19,913 $1.66 Million
Q3 2022 Oct 21, 2022	BUY	$54.18 - $90.81 $40,039 - $67,108	739 Added 3.99%	19,248 $1.51 Million
Q1 2022 Apr 29, 2022	BUY	$72.32 - $91.66 $25,311 - $32,081	350 Added 1.93%	18,509 $1.57 Million
Q3 2021 Oct 18, 2021	BUY	$74.19 - $86.48 $10,980 - $12,799	148 Added 0.82%	18,159 $1.43 Million
Q1 2021 Apr 30, 2021	SELL	$70.7 - $86.87 $212,100 - $260,610	-3,000 Reduced 14.28%	18,011 $1.36 Million
Q4 2020 Jan 28, 2021	BUY	$70.29 - $77.75 $1.11 Million - $1.23 Million	15,758 Added 299.98%	21,011 $1.62 Million
Q2 2020 Jul 16, 2020	BUY	$54.56 - $65.12 $286,603 - $342,075	5,253 New	5,253 $1.26 Million
Q1 2020 Apr 14, 2020	SELL	$45.42 - $70.56 $237,682 - $369,240	-5,233 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$55.52 - $60.68 $83,280 - $91,020	-1,500 Reduced 22.28%	5,233 $1.27 Million
Q3 2019 Oct 28, 2019	BUY	$51.01 - $58.25 $154,050 - $175,915	3,020 Added 81.34%	6,733 $1.57 Million
Q1 2019 May 08, 2019	BUY	$42.35 - $48.75 $8,470 - $9,750	200 Added 5.69%	3,713 $718,000
Q4 2018 Feb 01, 2019	BUY	$41.75 - $45.74 $8,350 - $9,148	200 Added 6.04%	3,513 $611,000
Q3 2018 Oct 29, 2018	BUY	$41.11 - $43.79 $16,444 - $17,516	400 Added 13.73%	3,313 $555,000
Q3 2017 Nov 08, 2017	BUY	$36.52 - $37.85 $106,382 - $110,257	2,913	2,913 $427,000

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 $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...

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Walter & Keenan Wealth Management LLC Nextera Energy Inc Transaction History