JEPPSON WEALTH MANAGEMENT, LLC – NextEra Energy, Inc. Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$633,000
portfolio value
JEPPSON 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 | Increase | +8.02% | 600 shares | 54K | $78.41 | 8.07K |
| Q2 2022 | share | Decrease | -0.66% | -50 shares | -58K | $77.46 | 7.47K |
| Q1 2022 | share | Increase | +0.98% | 73 shares | -59K | $84.71 | 7.52K |
| Q4 2021 | share | Decrease | -0.27% | -20 shares | 110K | $92.77 | 7.45K |
| Q3 2021 | share | 0.00% | 0 shares | 39K | $78.17 | 7.47K | |
| Q2 2021 | share | Decrease | -0.66% | -50 shares | -21K | $72.62 | 7.47K |
| Q1 2021 | share | Decrease | -1.31% | -100 shares | -20K | $74.54 | 7.52K |
| Q4 2020 | share | Decrease | -15.09% | -1.35K shares | -35K | $75.66 | 7.62K |
| Q3 2020 | share | Increase | 0.00% | 8.98K shares | 623K | $67.74 | 8.98K |