EVERMAY WEALTH MANAGEMENT LLC – NextEra Energy, Inc. Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$2.10M
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.01% | -834 shares | -39K | $78.41 | 26.84K |
| Q2 2022 | share | Decrease | -3.49% | -1K shares | -285K | $77.46 | 27.67K |
| Q1 2022 | share | Increase | +1.81% | 510 shares | -201K | $84.71 | 28.67K |
| Q4 2021 | share | Increase | +1.91% | 527 shares | 605K | $92.77 | 28.16K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $78.17 | 27.64K | |
| Q2 2021 | share | Decrease | -3.22% | -920 shares | -134K | $72.62 | 27.64K |
| Q1 2021 | share | Decrease | -1.49% | -432 shares | -78K | $74.54 | 28.56K |
| Q4 2020 | share | Decrease | -1.36% | -400 shares | 197K | $75.66 | 28.99K |
| Q3 2020 | share | Decrease | -0.66% | -196 shares | 263K | $67.74 | 29.39K |
| Q2 2020 | share | Increase | +0.54% | 160 shares | 7K | $58.32 | 29.58K |
| Q1 2020 | share | Increase | +9.53% | 2.56K shares | 143K | $58.11 | 29.42K |
| Q4 2019 | share | Increase | +5.76% | 1.46K shares | 147K | $58.17 | 26.86K |
| Q3 2019 | share | Decrease | -1.63% | -420 shares | 157K | $55.66 | 25.40K |
| Q2 2019 | share | Decrease | -1.99% | -524 shares | 50K | $48.67 | 25.82K |
| Q1 2019 | share | Increase | +0.53% | 140 shares | 134K | $45.64 | 26.34K |
| Q4 2018 | share | Increase | +26.58% | 5.50K shares | 272K | $40.76 | 26.20K |
| Q3 2018 | share | Decrease | -4.64% | -1.00K shares | -40K | $39.06 | 20.70K |
| Q2 2018 | share | 0.00% | 0 shares | 20K | $38.67 | 21.71K | |
| Q1 2018 | share | Decrease | -23.33% | -6.60K shares | -219K | $37.56 | 21.71K |
| Q4 2017 | share | Decrease | -4.67% | -1.38K shares | 18K | $35.66 | 28.32K |
| Q3 2017 | share | Increase | +17.15% | 4.34K shares | 200K | $33.25 | 29.70K |
| Q2 2017 | share | 0.00% | 0 shares | 74K | $31.59 | 25.36K | |
| Q1 2017 | share | Increase | +22.51% | 4.66K shares | 196K | $28.73 | 25.36K |
| Q4 2016 | share | 0.00% | 0 shares | -15K | $26.54 | 20.7K | |
| Q3 2016 | share | 0.00% | 0 shares | -42K | $26.97 | 20.7K | |
| Q2 2016 | share | 0.00% | 0 shares | 63K | $28.55 | 20.7K | |
| Q1 2016 | share | Increase | +26.99% | 4.4K shares | 189K | $25.72 | 20.7K |