EP WEALTH ADVISORS, LLC – NextEra Energy, Inc. Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$5.43M
portfolio value
EP 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 | Increase | +152.82% | 41.92K shares | 3.31M | $78.41 | 69.35K |
| Q2 2022 | share | Increase | +9.04% | 2.27K shares | -6K | $77.46 | 27.43K |
| Q1 2022 | share | Decrease | -4.95% | -1.31K shares | -340K | $84.71 | 25.16K |
| Q4 2021 | share | Increase | +1.63% | 425 shares | 426K | $92.77 | 26.47K |
| Q3 2021 | share | Increase | +6.50% | 1.58K shares | 253K | $78.17 | 26.04K |
| Q2 2021 | share | Increase | +36.99% | 6.60K shares | 442K | $72.62 | 24.45K |
| Q1 2021 | share | Increase | +2.57% | 447 shares | 7K | $74.54 | 17.85K |
| Q4 2020 | share | Decrease | -3.41% | -615 shares | 93K | $75.66 | 17.40K |
| Q3 2020 | share | Increase | +3.95% | 684 shares | 209K | $67.74 | 18.02K |
| Q2 2020 | share | Decrease | -10.86% | -2.11K shares | -129K | $58.32 | 17.33K |
| Q1 2020 | share | Increase | +24.54% | 3.83K shares | 225K | $58.11 | 19.44K |
| Q4 2019 | share | Increase | +152.52% | 9.43K shares | 585K | $58.17 | 15.61K |
| Q3 2019 | share | Increase | +1.44% | 88 shares | 48K | $55.66 | 6.18K |
| Q2 2019 | share | Decrease | -0.78% | -48 shares | 15K | $48.67 | 6.09K |
| Q1 2019 | share | Decrease | -15.00% | -1.08K shares | -17K | $45.64 | 6.14K |
| Q4 2018 | share | Increase | +9.65% | 636 shares | 38K | $40.76 | 7.22K |
| Q3 2018 | share | Increase | +25.51% | 1.34K shares | 57K | $39.06 | 6.59K |
| Q2 2018 | share | Increase | +1.31% | 68 shares | 7K | $38.67 | 5.25K |
| Q1 2018 | share | Decrease | -13.31% | -796 shares | -21K | $37.56 | 5.18K |
| Q4 2017 | share | Increase | +7.55% | 420 shares | 29K | $35.66 | 5.98K |
| Q3 2017 | share | Increase | 0.00% | 5.56K shares | 204K | $33.25 | 5.56K |
| Q1 2016 | share | Decrease | -100.00% | -13.32K shares | -346K | $25.72 | 0 |