XCEL WEALTH MANAGEMENT, LLC – NextEra Energy, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$872,000
portfolio value
XCEL 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 | 0.00% | 0 shares | 11K | $78.41 | 11.11K | |
| Q2 2022 | share | Increase | +0.01% | 1 shares | -81K | $77.46 | 11.11K |
| Q1 2022 | share | Decrease | -9.51% | -1.16K shares | -205K | $84.71 | 11.11K |
| Q4 2021 | share | Increase | +5.50% | 641 shares | 233K | $92.77 | 12.28K |
| Q3 2021 | share | 0.00% | 0 shares | 61K | $78.17 | 11.64K | |
| Q2 2021 | share | Decrease | -10.04% | -1.3K shares | -126K | $72.62 | 11.64K |
| Q1 2021 | share | Increase | +0.78% | 100 shares | -11K | $74.54 | 12.94K |
| Q4 2020 | share | 0.00% | 0 shares | 99K | $75.66 | 12.84K | |
| Q3 2020 | share | Increase | +11.26% | 1.3K shares | 198K | $67.74 | 12.84K |
| Q2 2020 | share | Increase | +69.37% | 4.72K shares | 283K | $58.32 | 11.54K |
| Q1 2020 | share | 0.00% | 0 shares | -2K | $58.11 | 6.81K | |
| Q4 2019 | share | 0.00% | 0 shares | 15K | $58.17 | 6.81K | |
| Q3 2019 | share | 0.00% | 0 shares | 48K | $55.66 | 6.81K | |
| Q2 2019 | share | Decrease | -12.79% | -1K shares | -28K | $48.67 | 6.81K |
| Q1 2019 | share | Decrease | -3.84% | -312 shares | 24K | $45.64 | 7.81K |
| Q4 2018 | share | Increase | 0.00% | 8.12K shares | 353K | $40.76 | 8.12K |