Acima Private Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
1,592
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $113K | Hold |
1,592
| – | – | 0.04% | 131 |
|
|
2024
Q4 | $114K | Hold |
1,592
| – | – | 0.04% | 134 |
|
|
2024
Q3 | $135K | Hold |
1,592
| – | – | 0.05% | 131 |
|
|
2024
Q2 | $113K | Sell |
1,592
-929
| -37% | -$65.8K | 0.04% | 131 |
|
|
2024
Q1 | $161K | Hold |
2,521
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $153K | Sell |
2,521
-540
| -18% | -$32.8K | 0.06% | 130 |
|
|
2023
Q3 | $175K | Sell |
3,061
-147
| -5% | -$8.42K | 0.08% | 132 |
|
|
2023
Q2 | $238K | Hold |
3,208
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $247K | Hold |
3,208
| – | – | 0.12% | 115 |
|
|
2022
Q4 | $268K | Sell |
3,208
-1,271
| -28% | -$106K | 0.14% | 108 |
|
|
2022
Q3 | $351K | Hold |
4,479
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $347K | Hold |
4,479
| – | – | 0.17% | 94 |
|
|
2022
Q1 | $379K | Hold |
4,479
| – | – | 0.18% | 101 |
|
|
2021
Q4 | $418K | Buy |
4,479
+1,271
| +40% | +$119K | 0.18% | 95 |
|
|
2021
Q3 | $252K | Hold |
3,208
| – | – | 0.12% | 117 |
|
|
2021
Q2 | $235K | Hold |
3,208
| – | – | 0.11% | 117 |
|
|
2021
Q1 | $243K | Hold |
3,208
| – | – | 0.12% | 114 |
|
|
2020
Q4 | $247K | Buy |
3,208
+720
| +29% | +$55.4K | 0.13% | 108 |
|
|
2020
Q3 | $173K | Sell |
2,488
-168
| -6% | -$11.7K | 0.1% | 119 |
|
|
2020
Q2 | $159K | Sell |
2,656
-244
| -8% | -$14.6K | 0.1% | 125 |
|
|
2020
Q1 | $174K | Hold |
2,900
| – | – | 0.13% | 119 |
|
|
2019
Q4 | $176K | Buy |
2,900
+1,320
| +84% | +$80.1K | 0.12% | 144 |
|
|
2019
Q3 | $92K | Hold |
1,580
| – | – | 0.07% | 163 |
|
|
2019
Q2 | $81K | Hold |
1,580
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $76K | Buy |
1,580
+680
| +76% | +$32.7K | 0.07% | 160 |
|
|
2018
Q4 | $39K | Buy |
+900
| New | +$39K | 0.04% | 167 |
|