Alliance Wealth Management Group’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 | $288K | Buy |
4,148
+26
| +0.6% | +$1.81K | 0.07% | 75 |
|
|
2025
Q1 | $292K | Buy |
4,122
+26
| +0.6% | +$1.84K | 0.08% | 71 |
|
|
2024
Q4 | $294K | Buy |
4,096
+22
| +0.5% | +$1.58K | 0.08% | 72 |
|
|
2024
Q3 | $344K | Buy |
4,074
+20
| +0.5% | +$1.69K | 0.09% | 66 |
|
|
2024
Q2 | $287K | Buy |
4,054
+23
| +0.6% | +$1.63K | 0.08% | 71 |
|
|
2024
Q1 | $258K | Buy |
4,031
+543
| +16% | +$34.7K | 0.08% | 73 |
|
|
2023
Q4 | $212K | Buy |
+3,488
| New | +$212K | 0.07% | 73 |
|
|
2023
Q2 | $257K | Sell |
3,466
-37
| -1% | -$2.75K | 0.08% | 68 |
|
|
2023
Q1 | $270K | Buy |
3,503
+20
| +0.6% | +$1.54K | 0.09% | 66 |
|
|
2022
Q4 | $291K | Buy |
3,483
+16
| +0.5% | +$1.34K | 0.11% | 61 |
|
|
2022
Q3 | $272K | Buy |
3,467
+95
| +3% | +$7.45K | 0.11% | 58 |
|
|
2022
Q2 | $261K | Buy |
3,372
+18
| +0.5% | +$1.39K | 0.1% | 58 |
|
|
2022
Q1 | $284K | Buy |
3,354
+16
| +0.5% | +$1.36K | 0.09% | 60 |
|
|
2021
Q4 | $312K | Buy |
3,338
+13
| +0.4% | +$1.22K | 0.1% | 59 |
|
|
2021
Q3 | $261K | Buy |
3,325
+13
| +0.4% | +$1.02K | 0.08% | 61 |
|
|
2021
Q2 | $243K | Buy |
3,312
+16
| +0.5% | +$1.17K | 0.08% | 62 |
|
|
2021
Q1 | $249K | Sell |
3,296
-17
| -0.5% | -$1.28K | 0.09% | 58 |
|
|
2020
Q4 | $256K | Buy |
3,313
+45
| +1% | +$3.48K | 0.1% | 58 |
|
|
2020
Q3 | $227K | Buy |
+3,268
| New | +$227K | 0.1% | 55 |
|
|
2019
Q3 | – | Sell |
-4,176
| Closed | -$214K | – | 58 |
|
|
2019
Q2 | $214K | Buy |
4,176
+16
| +0.4% | +$820 | 0.1% | 53 |
|
|
2019
Q1 | $201K | Buy |
+4,160
| New | +$201K | 0.11% | 57 |
|
|
2017
Q4 | – | Sell |
-8,416
| Closed | -$308K | – | 85 |
|
|
2017
Q3 | $308K | Buy |
+8,416
| New | +$308K | 0.08% | 72 |
|