FORVIS WEALTH ADVISORS, LLC – NextEra Energy, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$2.37M
portfolio value
FORVIS WEALTH ADVISORS, 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 | -0.28% | -86 shares | 22K | $78.41 | 30.29K |
Q2 2022 | share | Increase | +137.69% | 17.60K shares | 1.27M | $77.46 | 30.38K |
Q1 2022 | share | Decrease | -9.24% | -1.30K shares | -232K | $84.71 | 12.78K |
Q4 2021 | share | Increase | +0.87% | 121 shares | 219K | $92.77 | 14.08K |
Q3 2021 | share | Increase | +92.78% | 6.72K shares | 565K | $78.17 | 13.96K |
Q2 2021 | share | Decrease | -14.28% | -1.20K shares | -108K | $72.62 | 7.24K |
Q1 2021 | share | Decrease | -59.47% | -12.4K shares | -970K | $74.54 | 8.45K |
Q4 2020 | share | Increase | +9.88% | 1.87K shares | 292K | $75.66 | 20.85K |
Q3 2020 | share | Increase | +2.18% | 404 shares | 202K | $67.74 | 18.97K |
Q2 2020 | share | Increase | +1.24% | 228 shares | 12K | $58.32 | 18.57K |
Q1 2020 | share | Increase | +6.65% | 1.14K shares | 62K | $58.11 | 18.34K |
Q4 2019 | share | Increase | +73.39% | 7.28K shares | 463K | $58.17 | 17.2K |
Q3 2019 | share | Increase | +57.76% | 3.63K shares | 256K | $55.66 | 9.92K |
Q2 2019 | share | Decrease | -71.53% | -15.79K shares | -745K | $48.67 | 6.28K |
Q1 2019 | share | Increase | +301.82% | 16.58K shares | 828K | $45.64 | 22.08K |
Q4 2018 | share | Decrease | -2.41% | -136 shares | 3K | $40.76 | 5.49K |
Q3 2018 | share | Increase | +5.15% | 276 shares | 12K | $39.06 | 5.63K |
Q2 2018 | share | Increase | +1.44% | 76 shares | 8K | $38.67 | 5.35K |
Q1 2018 | share | Decrease | -28.14% | -2.06K shares | -71K | $37.56 | 5.28K |
Q4 2017 | share | Decrease | -4.77% | -368 shares | 4K | $35.66 | 7.34K |
Q3 2017 | share | Decrease | -0.67% | -52 shares | 11K | $33.25 | 7.71K |
Q2 2017 | share | Increase | 0.00% | 7.76K shares | 272K | $31.59 | 7.76K |