AWM
AllSquare Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4K | Hold |
1,000
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $70.9K | Sell |
1,000
-568
| -36% | -$40.3K | 0.04% | 178 |
|
|
2024
Q4 | $112K | Hold |
1,568
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $133K | Buy |
1,568
+44
| +3% | +$3.72K | 0.08% | 134 |
|
|
2024
Q2 | $108K | Hold |
1,524
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $97.4K | Hold |
1,524
| – | – | 0.06% | 152 |
|
|
2023
Q4 | $92.6K | Hold |
1,524
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $87.3K | Hold |
1,524
| – | – | 0.06% | 149 |
|
|
2023
Q2 | $111K | Hold |
1,524
| – | – | 0.07% | 126 |
|
|
2023
Q1 | $117K | Buy |
1,524
+70
| +5% | +$5.4K | 0.08% | 126 |
|
|
2022
Q4 | $122K | Hold |
1,454
| – | – | 0.08% | 121 |
|
|
2022
Q3 | $114K | Hold |
1,454
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $113K | Hold |
1,454
| – | – | 0.08% | 120 |
|
|
2022
Q1 | $123K | Buy |
1,454
+59
| +4% | +$4.99K | 0.07% | 128 |
|
|
2021
Q4 | $130K | Sell |
1,395
-604
| -30% | -$56.3K | 0.08% | 123 |
|
|
2021
Q3 | $157K | Sell |
1,999
-90
| -4% | -$7.07K | 0.09% | 112 |
|
|
2021
Q2 | $153K | Buy |
2,089
+21
| +1% | +$1.54K | 0.09% | 120 |
|
|
2021
Q1 | $156K | Hold |
2,068
| – | – | 0.1% | 114 |
|
|
2020
Q4 | $160K | Buy |
2,068
+1,541
| +292% | +$119K | 0.11% | 101 |
|
|
2020
Q3 | $146K | Hold |
527
| – | – | 0.11% | 100 |
|
|
2020
Q2 | $127K | Hold |
527
| – | – | 0.1% | 106 |
|
|
2020
Q1 | $127K | Sell |
527
-17
| -3% | -$4.1K | 0.11% | 96 |
|
|
2019
Q4 | $132K | Sell |
544
-44
| -7% | -$10.7K | 0.09% | 109 |
|
|
2019
Q3 | $137K | Hold |
588
| – | – | 0.1% | 101 |
|
|
2019
Q2 | $120K | Hold |
588
| – | – | 0.09% | 107 |
|
|
2019
Q1 | $114K | Buy |
588
+205
| +54% | +$39.7K | 0.09% | 118 |
|
|
2018
Q4 | $67K | Hold |
383
| – | – | 0.06% | 141 |
|
|
2018
Q3 | $64K | Sell |
383
-45
| -11% | -$7.52K | 0.05% | 156 |
|
|
2018
Q2 | $71K | Buy |
428
+45
| +12% | +$7.47K | 0.05% | 141 |
|
|
2018
Q1 | $63K | Hold |
383
| – | – | 0.05% | 130 |
|
|
2017
Q4 | $60K | Hold |
383
| – | – | 0.05% | 130 |
|
|
2017
Q3 | $56K | Hold |
383
| – | – | 0.05% | 132 |
|
|
2017
Q2 | $54K | Hold |
383
| – | – | 0.05% | 68 |
|
|
2017
Q1 | $49K | Hold |
383
| – | – | 0.04% | 134 |
|
|
2016
Q4 | $46K | Hold |
383
| – | – | 0.04% | 138 |
|
|
2016
Q3 | $47K | Hold |
383
| – | – | 0.05% | 126 |
|
|
2016
Q2 | $50K | Sell |
383
-133
| -26% | -$17.4K | 0.05% | 119 |
|
|
2016
Q1 | $61K | Hold |
516
| – | – | 0.06% | 103 |
|
|
2015
Q4 | $54K | Sell |
516
-133
| -20% | -$13.9K | 0.05% | 111 |
|
|
2015
Q3 | $63K | Hold |
649
| – | – | 0.06% | 101 |
|
|
2015
Q2 | $64K | Hold |
649
| – | – | 0.06% | 107 |
|
|
2015
Q1 | $68K | Hold |
649
| – | – | 0.07% | 104 |
|
|
2014
Q4 | $69K | Buy |
+649
| New | +$69K | 0.07% | 104 |
|