EVERCORE WEALTH MANAGEMENT, LLC – NextEra Energy, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$5.99M
portfolio value
EVERCORE 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 | -2.32% | -1.81K shares | -68K | $78.41 | 76.45K |
| Q2 2022 | share | Increase | +14.65% | 10K shares | 280K | $77.46 | 78.26K |
| Q1 2022 | share | Decrease | -1.73% | -1.2K shares | -703K | $84.71 | 68.26K |
| Q4 2021 | share | Decrease | -5.77% | -4.25K shares | 698K | $92.77 | 69.46K |
| Q3 2021 | share | Decrease | -2.49% | -1.88K shares | 247K | $78.17 | 73.72K |
| Q2 2021 | share | Decrease | -1.19% | -908 shares | -244K | $72.62 | 75.60K |
| Q1 2021 | share | Increase | +1.92% | 1.44K shares | -7K | $74.54 | 76.51K |
| Q4 2020 | share | Increase | +6.10% | 4.31K shares | 882K | $75.66 | 75.07K |
| Q3 2020 | share | Decrease | -2.30% | -1.66K shares | 562K | $67.74 | 70.75K |
| Q2 2020 | share | Decrease | -2.19% | -1.62K shares | -107K | $58.32 | 72.42K |
| Q1 2020 | share | Increase | +4.15% | 2.95K shares | 150K | $58.11 | 74.04K |
| Q4 2019 | share | Increase | +2.05% | 1.42K shares | 247K | $58.17 | 71.09K |
| Q3 2019 | share | Increase | +0.32% | 224 shares | 501K | $55.66 | 69.66K |
| Q2 2019 | share | Increase | +8.28% | 5.30K shares | 457K | $48.67 | 69.44K |
| Q1 2019 | share | Increase | +36.58% | 17.17K shares | 1.06M | $45.64 | 64.13K |
| Q4 2018 | share | Decrease | -1.91% | -916 shares | 34K | $40.76 | 46.96K |
| Q3 2018 | share | Decrease | -16.95% | -9.76K shares | -401K | $39.06 | 47.87K |
| Q2 2018 | share | Increase | +7.62% | 4.08K shares | 220K | $38.67 | 57.64K |
| Q1 2018 | share | Decrease | -7.85% | -4.56K shares | -83K | $37.56 | 53.56K |
| Q4 2017 | share | Decrease | -1.09% | -640 shares | 117K | $35.66 | 58.12K |
| Q3 2017 | share | Decrease | -2.39% | -1.43K shares | 44K | $33.25 | 58.76K |
| Q2 2017 | share | Increase | +0.94% | 560 shares | 195K | $31.59 | 60.2K |
| Q1 2017 | share | Decrease | -0.23% | -140 shares | 129K | $28.73 | 59.64K |
| Q4 2016 | share | Increase | +3.34% | 1.93K shares | 16K | $26.54 | 59.78K |
| Q3 2016 | share | Increase | +3.51% | 1.96K shares | -53K | $26.97 | 57.84K |
| Q2 2016 | share | Decrease | -14.67% | -9.60K shares | -116K | $28.55 | 55.88K |
| Q1 2016 | share | Increase | +4.39% | 2.75K shares | 309K | $25.72 | 65.49K |