Campbell Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $988K | Buy |
13,775
+2,486
| +22% | +$178K | 0.09% | 28 |
|
|
2024
Q3 | $954K | Buy |
11,289
+575
| +5% | +$48.6K | 0.09% | 25 |
|
|
2024
Q2 | $759K | Hold |
10,714
| – | – | 0.25% | 14 |
|
|
2024
Q1 | $685K | Buy |
10,714
+2,376
| +28% | +$152K | 0.07% | 36 |
|
|
2023
Q4 | $506K | Sell |
8,338
-796
| -9% | -$48.3K | 0.06% | 28 |
|
|
2023
Q3 | $523K | Buy |
9,134
+295
| +3% | +$16.9K | 0.06% | 35 |
|
|
2023
Q2 | $656K | Hold |
8,839
| – | – | 0.08% | 28 |
|
|
2023
Q1 | $681K | Sell |
8,839
-84
| -0.9% | -$6.47K | 0.09% | 31 |
|
|
2022
Q4 | $746K | Buy |
8,923
+30
| +0.3% | +$2.51K | 0.1% | 28 |
|
|
2022
Q3 | $697K | Buy |
8,893
+1,044
| +13% | +$81.8K | 0.1% | 29 |
|
|
2022
Q2 | $608K | Sell |
7,849
-1,025
| -12% | -$79.4K | 0.09% | 24 |
|
|
2022
Q1 | $752K | Hold |
8,874
| – | – | 0.09% | 24 |
|
|
2021
Q4 | $828K | Hold |
8,874
| – | – | 0.09% | 24 |
|
|
2021
Q3 | $697K | Buy |
8,874
+54
| +0.6% | +$4.24K | 0.09% | 23 |
|
|
2021
Q2 | $646K | Hold |
8,820
| – | – | 0.09% | 23 |
|
|
2021
Q1 | $667K | Sell |
8,820
-368
| -4% | -$27.8K | 0.09% | 23 |
|
|
2020
Q4 | $709K | Sell |
9,188
-1,200
| -12% | -$92.6K | 0.1% | 23 |
|
|
2020
Q3 | $721K | Hold |
10,388
| – | – | 0.12% | 24 |
|
|
2020
Q2 | $624K | Sell |
10,388
-144
| -1% | -$8.65K | 0.11% | 24 |
|
|
2020
Q1 | $634K | Hold |
10,532
| – | – | 0.14% | 23 |
|
|
2019
Q4 | $638K | Buy |
10,532
+144
| +1% | +$8.72K | 0.13% | 25 |
|
|
2019
Q3 | $605K | Buy |
+10,388
| New | +$605K | 0.13% | 23 |
|