AWM
Aries 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 | $1.06M | Sell |
15,330
-1,431
| -9% | -$99.3K | 0.28% | 87 |
|
|
2025
Q1 | $1.19M | Buy |
16,761
+1,098
| +7% | +$77.8K | 0.32% | 77 |
|
|
2024
Q4 | $1.12M | Sell |
15,663
-175
| -1% | -$12.5K | 0.31% | 80 |
|
|
2024
Q3 | $1.34M | Buy |
15,838
+2,596
| +20% | +$219K | 0.37% | 70 |
|
|
2024
Q2 | $938K | Sell |
13,242
-21
| -0.2% | -$1.49K | 0.3% | 80 |
|
|
2024
Q1 | $848K | Hold |
13,263
| – | – | 0.27% | 89 |
|
|
2023
Q4 | $806K | Sell |
13,263
-1,572
| -11% | -$95.5K | 0.29% | 84 |
|
|
2023
Q3 | $807K | Buy |
14,835
+602
| +4% | +$32.7K | 0.32% | 81 |
|
|
2023
Q2 | $1.06M | Sell |
14,233
-425
| -3% | -$31.5K | 0.41% | 69 |
|
|
2023
Q1 | $1.13M | Buy |
14,658
+328
| +2% | +$25.3K | 0.46% | 66 |
|
|
2022
Q4 | $1.2M | Buy |
14,330
+931
| +7% | +$77.8K | 0.52% | 59 |
|
|
2022
Q3 | $1.04M | Buy |
13,399
+429
| +3% | +$33.2K | 0.46% | 63 |
|
|
2022
Q2 | $1.01M | Buy |
+12,970
| New | +$1.01M | 0.46% | 60 |
|
|
2022
Q1 | – | Sell |
-10,253
| Closed | -$957K | – | 168 |
|
|
2021
Q4 | $957K | Hold |
10,253
| – | – | 0.36% | 69 |
|
|
2021
Q3 | $805K | Buy |
10,253
+815
| +9% | +$64K | 0.34% | 76 |
|
|
2021
Q2 | $692K | Buy |
9,438
+410
| +5% | +$30.1K | 0.3% | 81 |
|
|
2021
Q1 | $714K | Buy |
9,028
+4,200
| +87% | +$332K | 0.32% | 77 |
|
|
2020
Q4 | $392K | Buy |
4,828
+3,621
| +300% | +$294K | 0.2% | 106 |
|
|
2020
Q3 | $335K | Sell |
1,207
-70
| -5% | -$19.4K | 0.19% | 104 |
|
|
2020
Q2 | $307K | Buy |
1,277
+108
| +9% | +$26K | 0.19% | 106 |
|
|
2020
Q1 | $265K | Hold |
1,169
| – | – | 0.2% | 105 |
|
|
2019
Q4 | $282K | Hold |
1,169
| – | – | 0.17% | 119 |
|
|
2019
Q3 | $268K | Sell |
1,169
-11
| -0.9% | -$2.52K | 0.18% | 116 |
|
|
2019
Q2 | $246K | Hold |
1,180
| – | – | 0.17% | 125 |
|
|
2019
Q1 | $228K | Buy |
+1,180
| New | +$228K | 0.17% | 127 |
|
|
2018
Q1 | – | Sell |
-1,495
| Closed | -$224K | – | 132 |
|
|
2017
Q4 | $224K | Buy |
+1,495
| New | +$224K | 0.21% | 110 |
|