REGENT PEAK WEALTH ADVISORS LLC – NextEra Energy, Inc. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$557,000
portfolio value
REGENT PEAK 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 | +2.36% | 164 shares | 20K | $78.41 | 7.10K |
| Q2 2022 | share | Increase | +4.31% | 287 shares | -27K | $77.46 | 6.94K |
| Q1 2022 | share | Decrease | -0.73% | -49 shares | -62K | $84.71 | 6.65K |
| Q4 2021 | share | Increase | +3.89% | 251 shares | 119K | $92.77 | 6.70K |
| Q3 2021 | share | Increase | +0.51% | 33 shares | 7K | $78.17 | 6.45K |
| Q2 2021 | share | Increase | +4.05% | 250 shares | 34K | $72.62 | 6.41K |
| Q1 2021 | share | Decrease | -2.39% | -151 shares | -22K | $74.54 | 6.16K |
| Q4 2020 | share | Increase | +6.74% | 399 shares | 77K | $75.66 | 6.31K |
| Q3 2020 | share | Increase | +2.28% | 132 shares | 63K | $67.74 | 5.92K |
| Q2 2020 | share | Increase | +4.25% | 236 shares | 14K | $58.32 | 5.78K |
| Q1 2020 | share | Decrease | -24.69% | -1.82K shares | -112K | $58.11 | 5.55K |
| Q4 2019 | share | Increase | 0.00% | 7.37K shares | 446K | $58.17 | 7.37K |