Wambolt & Associates, LLC Nextera Energy Inc Transaction History

Wambolt & Associates, LLC

$342 Million
Q2 2024

A detailed history of Wambolt & Associates, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wambolt & Associates, LLC holds 4,895 shares of NEE stock, worth $384,991. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,895

Previous 5,087 3.77%

Holding current value

$384,991

Previous $325,000 6.46%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$61.7 - $80.02 $11,846 - $15,363	-192 Reduced 3.77%	4,895 $346,000
Q1 2024 Apr 30, 2024	SELL	$54.97 - $63.91 $392,375 - $456,189	-7,138 Reduced 58.39%	5,087 $325,000
Q4 2023 Feb 07, 2024	SELL	$49.32 - $62.78 $137,010 - $174,402	-2,778 Reduced 18.52%	12,225 $742,000
Q3 2023 Nov 06, 2023	BUY	$57.08 - $75.9 $16,267 - $21,631	285 Added 1.94%	15,003 $859,000
Q2 2023 Aug 02, 2023	BUY	$72.69 - $79.04 $3,198 - $3,477	44 Added 0.3%	14,718 $1.09 Million
Q1 2023 May 05, 2023	SELL	$69.87 - $85.74 $12,436 - $15,261	-178 Reduced 1.2%	14,674 $1.13 Million
Q4 2022 Jan 31, 2023	BUY	$70.64 - $87.15 $4,803 - $5,926	68 Added 0.46%	14,852 $1.24 Million
Q3 2022 Oct 18, 2022	SELL	$54.18 - $90.81 $13,328 - $22,339	-246 Reduced 1.64%	14,784 $1.16 Million
Q2 2022 Aug 01, 2022	BUY	$68.51 - $87.08 $74,127 - $94,220	1,082 Added 7.76%	15,030 $1.16 Million
Q1 2022 May 10, 2022	BUY	$72.32 - $91.66 $135,166 - $171,312	1,869 Added 15.47%	13,948 $1.2 Million
Q4 2021 Feb 08, 2022	BUY	$77.83 - $93.36 $155,971 - $187,093	2,004 Added 19.89%	12,079 $1.13 Million
Q3 2021 Oct 20, 2021	BUY	$74.19 - $86.48 $38,430 - $44,796	518 Added 5.42%	10,075 $798,000
Q2 2021 Aug 13, 2021	BUY	$71.54 - $80.94 $155,742 - $176,206	2,177 Added 29.5%	9,557 $709,000
Q1 2021 Apr 19, 2021	BUY	$70.7 - $86.87 $32,875 - $40,394	465 Added 6.72%	7,380 $559,000
Q4 2020 Jan 19, 2021	BUY	$70.29 - $77.75 $366,984 - $405,932	5,221 Added 308.21%	6,915 $534,000
Q3 2020 Nov 04, 2020	SELL	$61.56 - $73.93 $2,216 - $2,661	-36 Reduced 2.08%	1,694 $470,000
Q2 2020 Jul 23, 2020	BUY	$54.56 - $65.12 $5,674 - $6,772	104 Added 6.4%	1,730 $415,000
Q1 2020 May 11, 2020	BUY	$45.42 - $70.56 $5,995 - $9,313	132 Added 8.84%	1,626 $391,000
Q4 2019 Feb 10, 2020	BUY	$55.52 - $60.68 $30,869 - $33,738	556 Added 59.28%	1,494 $362,000
Q3 2019 Oct 15, 2019	BUY	$51.01 - $58.25 $47,847 - $54,638	938 New	938 $219,000

Others Institutions Holding NEE

# of Institutions

2,868

Shares Held

1.64B

Call Options Held

23.5M

Put Options Held

15.4M

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 $155B
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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Wambolt & Associates, LLC Nextera Energy Inc Transaction History