UNITED CAPITAL FINANCIAL ADVISERS, LLC – NextEra Energy, Inc. Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$42.97M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, 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 | -2.01% | -11.22K shares | -349K | $78.41 | 548.01K |
| Q2 2022 | share | Decrease | -1.09% | -6.15K shares | -4.57M | $77.46 | 559.24K |
| Q1 2022 | share | Decrease | -0.85% | -4.85K shares | -5.34M | $84.71 | 565.39K |
| Q4 2021 | share | Increase | +2.56% | 14.21K shares | 9.57M | $92.77 | 570.25K |
| Q3 2021 | share | Increase | +2.17% | 11.81K shares | 3.78M | $78.17 | 556.04K |
| Q2 2021 | share | Increase | +2.26% | 12.01K shares | -360K | $72.62 | 544.23K |
| Q1 2021 | share | Increase | +7.74% | 38.21K shares | 2.12M | $74.54 | 532.21K |
| Q4 2020 | share | Increase | +1.24% | 6.06K shares | 4.25M | $75.66 | 494.00K |
| Q3 2020 | share | Increase | +1.26% | 6.06K shares | 4.92M | $67.74 | 487.94K |
| Q2 2020 | share | Increase | +189.05% | 315.16K shares | 20.32M | $58.32 | 481.87K |
| Q1 2020 | share | Decrease | -19.65% | -40.77K shares | -3.95M | $58.11 | 166.71K |
| Q4 2019 | share | Increase | +16.19% | 28.91K shares | 2.16M | $58.17 | 207.48K |
| Q3 2019 | share | Decrease | -19.53% | -43.32K shares | -963K | $55.66 | 178.56K |
| Q2 2019 | share | Increase | +16.55% | 31.50K shares | 2.16M | $48.67 | 221.89K |
| Q2 2019 | put | Decrease | -100.00% | -16K shares | -773K | $48.67 | 0 |
| Q1 2019 | put | Increase | 0.00% | 16K shares | 773K | $45.64 | 16K |
| Q1 2019 | share | Increase | +12.11% | 20.57K shares | 1.82M | $45.64 | 190.38K |
| Q4 2018 | share | Increase | +39.84% | 48.38K shares | 2.29M | $40.76 | 169.81K |
| Q3 2018 | share | Increase | +6.89% | 7.82K shares | 344K | $39.06 | 121.43K |
| Q2 2018 | share | Decrease | -12.30% | -15.92K shares | -545K | $38.67 | 113.60K |
| Q1 2018 | share | Increase | +4.55% | 5.64K shares | 446K | $37.56 | 129.53K |
| Q4 2017 | share | Increase | +2.93% | 3.53K shares | 433K | $35.66 | 123.89K |
| Q3 2017 | share | Increase | +0.55% | 660 shares | 217K | $33.25 | 120.36K |
| Q2 2017 | share | Decrease | -4.10% | -5.12K shares | 187K | $31.59 | 119.7K |
| Q1 2017 | share | Decrease | -6.19% | -8.23K shares | 32K | $28.73 | 124.82K |
| Q4 2016 | share | Decrease | -0.93% | -1.24K shares | -133K | $26.54 | 133.05K |
| Q3 2016 | share | Decrease | -0.69% | -936 shares | -288K | $26.97 | 134.3K |
| Q2 2016 | share | Decrease | -4.29% | -6.06K shares | 215K | $28.55 | 135.23K |
| Q1 2016 | share | Increase | +2.48% | 3.42K shares | 599K | $25.72 | 141.30K |