AWM
Avior 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 | $1.87M | Buy |
26,985
+2,776
| +11% | +$193K | 0.06% | 188 |
|
|
2025
Q1 | $1.72M | Sell |
24,209
-3,170
| -12% | -$225K | 0.07% | 192 |
|
|
2024
Q4 | $1.96M | Sell |
27,379
-286
| -1% | -$20.5K | 0.07% | 179 |
|
|
2024
Q3 | $2.34M | Sell |
27,665
-964
| -3% | -$81.5K | 0.09% | 149 |
|
|
2024
Q2 | $2.03M | Buy |
28,629
+9,083
| +46% | +$645K | 0.09% | 161 |
|
|
2024
Q1 | $1.25M | Buy |
19,546
+9,505
| +95% | +$607K | 0.06% | 238 |
|
|
2023
Q4 | $610K | Sell |
10,041
-413
| -4% | -$25.1K | 0.04% | 297 |
|
|
2023
Q3 | $599K | Buy |
10,454
+43
| +0.4% | +$2.46K | 0.04% | 283 |
|
|
2023
Q2 | $773K | Sell |
10,411
-1,285
| -11% | -$95.4K | 0.05% | 243 |
|
|
2023
Q1 | $902K | Buy |
11,696
+6,164
| +111% | +$475K | 0.06% | 218 |
|
|
2022
Q4 | $463K | Buy |
5,532
+800
| +17% | +$66.9K | 0.03% | 321 |
|
|
2022
Q3 | $371K | Buy |
4,732
+1
| +0% | +$78 | 0.03% | 338 |
|
|
2022
Q2 | $366K | Sell |
4,731
-1,429
| -23% | -$111K | 0.04% | 316 |
|
|
2022
Q1 | $521K | Sell |
6,160
-139
| -2% | -$11.8K | 0.04% | 289 |
|
|
2021
Q4 | $588K | Sell |
6,299
-4,317
| -41% | -$403K | 0.05% | 295 |
|
|
2021
Q3 | $833K | Sell |
10,616
-251
| -2% | -$19.7K | 0.07% | 218 |
|
|
2021
Q2 | $795K | Buy |
10,867
+3,705
| +52% | +$271K | 0.08% | 211 |
|
|
2021
Q1 | $541K | Buy |
7,162
+2,470
| +53% | +$187K | 0.06% | 283 |
|
|
2020
Q4 | $362K | Buy |
4,692
+3,533
| +305% | +$273K | 0.04% | 324 |
|
|
2020
Q3 | $320K | Buy |
1,159
+166
| +17% | +$45.8K | 0.05% | 324 |
|
|
2020
Q2 | $238K | Sell |
993
-623
| -39% | -$149K | 0.04% | 363 |
|
|
2020
Q1 | $387K | Buy |
1,616
+372
| +30% | +$89.1K | 0.08% | 233 |
|
|
2019
Q4 | $300K | Buy |
1,244
+369
| +42% | +$89K | 0.05% | 324 |
|
|
2019
Q3 | $203K | Sell |
875
-14
| -2% | -$3.25K | 0.04% | 361 |
|
|
2019
Q2 | $182K | Buy |
889
+14
| +2% | +$2.87K | 0.03% | 365 |
|
|
2019
Q1 | $169K | Hold |
875
| – | – | 0.04% | 362 |
|
|
2018
Q4 | $152K | Sell |
875
-137
| -14% | -$23.8K | 0.04% | 368 |
|
|
2018
Q3 | $170K | Buy |
1,012
+76
| +8% | +$12.8K | 0.04% | 379 |
|
|
2018
Q2 | $156K | Buy |
936
+19
| +2% | +$3.17K | 0.04% | 384 |
|
|
2018
Q1 | $150K | Buy |
917
+33
| +4% | +$5.4K | 0.03% | 386 |
|
|
2017
Q4 | $138K | Buy |
884
+12
| +1% | +$1.87K | 0.03% | 408 |
|
|
2017
Q3 | $128K | Buy |
872
+1
| +0.1% | +$147 | 0.04% | 155 |
|
|
2017
Q2 | $122K | Hold |
871
| – | – | 0.05% | 145 |
|
|
2017
Q1 | $112K | Buy |
871
+71
| +9% | +$9.13K | 0.04% | 179 |
|
|
2016
Q4 | $96K | Hold |
800
| – | – | 0.04% | 170 |
|
|
2016
Q3 | $98K | Hold |
800
| – | – | 0.04% | 175 |
|
|
2016
Q2 | $104K | Sell |
800
-203
| -20% | -$26.4K | 0.04% | 153 |
|
|
2016
Q1 | $119K | Buy |
1,003
+52
| +5% | +$6.17K | 0.05% | 146 |
|
|
2015
Q4 | $99K | Buy |
951
+151
| +19% | +$15.7K | 0.05% | 140 |
|
|
2015
Q3 | $78K | Hold |
800
| – | – | 0.05% | 143 |
|
|
2015
Q2 | $78K | Hold |
800
| – | – | 0.06% | 109 |
|
|
2015
Q1 | $83K | Hold |
800
| – | – | 0.06% | 106 |
|
|
2014
Q4 | $85K | Hold |
800
| – | – | 0.07% | 102 |
|
|
2014
Q3 | $75K | Hold |
800
| – | – | 0.06% | 110 |
|
|
2014
Q2 | $82K | Hold |
800
| – | – | 0.07% | 106 |
|
|
2014
Q1 | $76K | Buy |
+800
| New | +$76K | 0.06% | 102 |
|