WILLIAMS JONES WEALTH MANAGEMENT, LLC. – NextEra Energy, Inc. Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
$6.57M
portfolio value
WILLIAMS JONES 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 | -1.62% | -1.37K shares | -27K | $78.41 | 83.8K |
| Q2 2022 | share | Increase | +20.50% | 14.49K shares | 610K | $77.46 | 85.17K |
| Q1 2022 | share | Decrease | -3.64% | -2.66K shares | -861K | $84.71 | 70.68K |
| Q4 2021 | share | Decrease | -0.47% | -349 shares | 1.06M | $92.77 | 73.35K |
| Q3 2021 | share | Decrease | -1.57% | -1.17K shares | 300K | $78.17 | 73.70K |
| Q2 2021 | share | Decrease | -19.08% | -17.65K shares | -1.50M | $72.62 | 74.87K |
| Q1 2021 | share | Decrease | -0.53% | -490 shares | -180K | $74.54 | 92.53K |
| Q4 2020 | share | Decrease | -5.11% | -5.00K shares | 374K | $75.66 | 93.02K |
| Q3 2020 | share | Increase | +3.01% | 2.86K shares | 1.08M | $67.74 | 98.02K |
| Q2 2020 | share | Decrease | -6.29% | -6.39K shares | -395K | $58.32 | 95.16K |
| Q1 2020 | share | Increase | +4.13% | 4.03K shares | 205K | $58.11 | 101.56K |
| Q4 2019 | share | Decrease | -7.64% | -8.06K shares | -246K | $58.17 | 97.52K |
| Q3 2019 | share | Increase | 0.00% | 105.59K shares | 6.15M | $55.66 | 105.59K |