AOWM
Alpha Omega 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 | $504K | Sell |
7,267
-172
| -2% | -$11.9K | 0.09% | 150 |
|
|
2025
Q1 | $527K | Buy |
7,439
+52
| +0.7% | +$3.69K | 0.1% | 138 |
|
|
2024
Q4 | $530K | Hold |
7,387
| – | – | 0.1% | 141 |
|
|
2024
Q3 | $624K | Hold |
7,387
| – | – | 0.11% | 135 |
|
|
2024
Q2 | $523K | Sell |
7,387
-840
| -10% | -$59.5K | 0.1% | 144 |
|
|
2024
Q1 | $526K | Buy |
8,227
+960
| +13% | +$61.4K | 0.1% | 145 |
|
|
2023
Q4 | $441K | Sell |
7,267
-300
| -4% | -$18.2K | 0.07% | 151 |
|
|
2023
Q3 | $434K | Hold |
7,567
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $561K | Sell |
7,567
-422
| -5% | -$31.3K | 0.09% | 136 |
|
|
2023
Q1 | $616K | Sell |
7,989
-6
| -0.1% | -$462 | 0.11% | 133 |
|
|
2022
Q4 | $668K | Hold |
7,995
| – | – | 0.12% | 129 |
|
|
2022
Q3 | $627K | Sell |
7,995
-139
| -2% | -$10.9K | 0.12% | 126 |
|
|
2022
Q2 | $630K | Buy |
8,134
+139
| +2% | +$10.8K | 0.11% | 127 |
|
|
2022
Q1 | $677K | Buy |
7,995
+100
| +1% | +$8.47K | 0.11% | 132 |
|
|
2021
Q4 | $670K | Buy |
7,895
+429
| +6% | +$36.4K | 0.1% | 136 |
|
|
2021
Q3 | $586K | Hold |
7,466
| – | – | 0.1% | 141 |
|
|
2021
Q2 | $547K | Buy |
7,466
+6
| +0.1% | +$440 | 0.09% | 149 |
|
|
2021
Q1 | $564K | Buy |
7,460
+200
| +3% | +$15.1K | 0.1% | 138 |
|
|
2020
Q4 | $560K | Buy |
7,260
+5,445
| +300% | +$420K | 0.09% | 131 |
|
|
2020
Q3 | $504K | Hold |
1,815
| – | – | 0.07% | 126 |
|
|
2020
Q2 | $436K | Hold |
1,815
| – | – | 0.07% | 133 |
|
|
2020
Q1 | $437K | Hold |
1,815
| – | – | 0.08% | 131 |
|
|
2019
Q4 | $440K | Hold |
1,815
| – | – | 0.07% | 144 |
|
|
2019
Q3 | $403K | Buy |
1,815
+1,416
| +355% | +$314K | 0.07% | 152 |
|
|
2019
Q2 | $82K | Hold |
399
| – | – | 0.03% | 210 |
|
|
2019
Q1 | $77K | Sell |
399
-79
| -17% | -$15.2K | 0.03% | 208 |
|
|
2018
Q4 | $83K | Hold |
478
| – | – | 0.04% | 194 |
|
|
2018
Q3 | $80K | Hold |
478
| – | – | 0.04% | 194 |
|
|
2018
Q2 | $80K | Buy |
478
+324
| +210% | +$54.2K | 0.04% | 192 |
|
|
2018
Q1 | $25K | Hold |
154
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $24K | Hold |
154
| – | – | 0.01% | 276 |
|
|
2017
Q3 | $23K | Hold |
154
| – | – | 0.01% | 284 |
|
|
2017
Q2 | $22K | Hold |
154
| – | – | 0.01% | 286 |
|
|
2017
Q1 | $20K | Hold |
154
| – | – | 0.01% | 295 |
|
|
2016
Q4 | $18K | Buy |
+154
| New | +$18K | 0.01% | 299 |
|