Wealth Effects LLC Nextera Energy Inc Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Wealth Effects LLC holds 17,252 shares of NEE stock, worth $1.48 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

17,252

Previous 16,301 5.83%

Holding current value

$1.48 Million

Previous $1.13 Million 15.12%

% of portfolio

0.49%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$69.77 - $77.54 $66,351 - $73,740	951 Added 5.83%	17,252 $1.3 Million
Q2 2025 Jul 15, 2025	BUY	$64.11 - $75.0 $33,401 - $39,075	521 Added 3.3%	16,301 $1.13 Million
Q1 2025 Apr 23, 2025	BUY	$66.96 - $76.16 $176,372 - $200,605	2,634 Added 20.04%	15,780 $1.12 Million
Q4 2024 Jan 22, 2025	SELL	$69.77 - $85.43 $100,329 - $122,848	-1,438 Reduced 9.86%	13,146 $942,000
Q3 2024 Oct 21, 2024	BUY	$69.9 - $84.97 $21,109 - $25,660	302 Added 2.11%	14,584 $1.23 Million

Q2 2024 Aug 02, 2024	BUY	$61.7 - $80.02 $112,170 - $145,476	1,818 Added 14.59%	14,282 $1.01 Million
Q1 2024 Apr 22, 2024	BUY	$54.97 - $63.91 $439,265 - $510,704	7,991 Added 178.65%	12,464 $796,000
Q4 2023 Jan 29, 2024	SELL	$49.32 - $62.78 $57,803 - $73,578	-1,172 Reduced 20.76%	4,473 $271,000
Q3 2023 Oct 16, 2023	SELL	$57.08 - $75.9 $17,066 - $22,694	-299 Reduced 5.03%	5,645 $323,000
Q2 2023 Jul 18, 2023	BUY	$72.69 - $79.04 $3,779 - $4,110	52 Added 0.88%	5,944 $441,000
Q1 2023 May 04, 2023	SELL	$69.87 - $85.74 $6,917 - $8,488	-99 Reduced 1.65%	5,892 $454,000
Q4 2022 Feb 02, 2023	SELL	$70.64 - $87.15 $53,262 - $65,711	-754 Reduced 11.18%	5,991 $500,000
Q3 2022 Nov 14, 2022	SELL	$54.18 - $90.81 $5,363 - $8,990	-99 Reduced 1.45%	6,745 $529,000
Q2 2022 Aug 03, 2022	SELL	$68.51 - $87.08 $22,882 - $29,084	-334 Reduced 4.65%	6,844 $530,000
Q1 2022 May 16, 2022	SELL	$72.32 - $91.66 $5,857 - $7,424	-81 Reduced 1.12%	7,178 $608,000
Q4 2021 Feb 09, 2022	BUY	$77.83 - $93.36 $564,967 - $677,700	7,259 New	7,259 $678,000

Others Institutions Holding NEE

# of Institutions

3,179

Shares Held

1.68B

Call Options Held

25.5M

Put Options Held

18.5M

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 $168B
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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Wealth Effects LLC Nextera Energy Inc Transaction History