TRADITION WEALTH MANAGEMENT, LLC – NextEra Energy, Inc. Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$395,000
portfolio value
TRADITION 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 | +37.11% | 1.36K shares | 110K | $78.41 | 5.03K |
| Q2 2022 | share | Increase | +25.87% | 755 shares | 38K | $77.46 | 3.67K |
| Q1 2022 | share | Decrease | -14.33% | -488 shares | -71K | $84.71 | 2.91K |
| Q4 2021 | share | Decrease | -10.13% | -384 shares | 20K | $92.77 | 3.40K |
| Q3 2021 | share | Increase | +2.96% | 109 shares | 28K | $78.17 | 3.79K |
| Q2 2021 | share | Decrease | -2.05% | -77 shares | -14K | $72.62 | 3.68K |
| Q1 2021 | share | Increase | +12.21% | 409 shares | 26K | $74.54 | 3.75K |
| Q4 2020 | share | Increase | 0.00% | 3.34K shares | 258K | $75.66 | 3.34K |