SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – NextEra Energy, Inc. Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$653,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | -3.53% | -305 shares | -16K | $78.41 | 8.33K |
| Q2 2022 | share | Decrease | -0.38% | -33 shares | -66K | $77.46 | 8.63K |
| Q1 2022 | share | Decrease | -0.03% | -3 shares | -75K | $84.71 | 8.67K |
| Q4 2021 | share | Decrease | -0.06% | -5 shares | 129K | $92.77 | 8.67K |
| Q3 2021 | share | Increase | +3.56% | 298 shares | 67K | $78.17 | 8.67K |
| Q2 2021 | share | Increase | +10.26% | 780 shares | 39K | $72.62 | 8.38K |
| Q1 2021 | share | Increase | +188.03% | 4.96K shares | 371K | $74.54 | 7.60K |
| Q4 2020 | share | Decrease | -31.77% | -1.22K shares | -64K | $75.66 | 2.63K |
| Q3 2020 | share | Increase | +1.04% | 40 shares | 38K | $67.74 | 3.86K |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $58.32 | 3.82K | |
| Q1 2020 | share | Increase | 0.00% | 3.82K shares | 230K | $58.11 | 3.82K |
| Q3 2019 | share | Decrease | -100.00% | -4.11K shares | -211K | $55.66 | 0 |
| Q2 2019 | share | Increase | 0.00% | 4.11K shares | 211K | $48.67 | 4.11K |