Chesapeake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
28,355
-41
| -0.1% | -$2.85K | 0.66% | 45 |
|
|
2025
Q1 | $2.01M | Sell |
28,396
-723
| -2% | -$51.3K | 0.72% | 45 |
|
|
2024
Q4 | $2.09M | Sell |
29,119
-372
| -1% | -$26.7K | 0.72% | 46 |
|
|
2024
Q3 | $2.49M | Sell |
29,491
-364
| -1% | -$30.8K | 0.85% | 41 |
|
|
2024
Q2 | $2.11M | Buy |
29,855
+99
| +0.3% | +$7.01K | 0.77% | 45 |
|
|
2024
Q1 | $1.9M | Sell |
29,756
-676
| -2% | -$43.2K | 0.69% | 47 |
|
|
2023
Q4 | $1.85M | Sell |
30,432
-320
| -1% | -$19.4K | 0.71% | 46 |
|
|
2023
Q3 | $1.76M | Sell |
30,752
-85
| -0.3% | -$4.87K | 0.73% | 44 |
|
|
2023
Q2 | $2.29M | Buy |
30,837
+217
| +0.7% | +$16.1K | 0.9% | 35 |
|
|
2023
Q1 | $2.36M | Sell |
30,620
-428
| -1% | -$33K | 0.98% | 30 |
|
|
2022
Q4 | $2.6M | Sell |
31,048
-753
| -2% | -$63K | 1.14% | 25 |
|
|
2022
Q3 | $2.49M | Buy |
31,801
+41
| +0.1% | +$3.21K | 1.14% | 24 |
|
|
2022
Q2 | $2.46M | Sell |
31,760
-210
| -0.7% | -$16.3K | 1.05% | 24 |
|
|
2022
Q1 | $2.71M | Buy |
31,970
+2,346
| +8% | +$199K | 0.98% | 24 |
|
|
2021
Q4 | $2.77M | Buy |
29,624
+330
| +1% | +$30.8K | 0.93% | 25 |
|
|
2021
Q3 | $2.3M | Sell |
29,294
-2,214
| -7% | -$174K | 0.82% | 25 |
|
|
2021
Q2 | $2.31M | Sell |
31,508
-262
| -0.8% | -$19.2K | 0.75% | 28 |
|
|
2021
Q1 | $2.4M | Sell |
31,770
-381
| -1% | -$28.8K | 0.8% | 24 |
|
|
2020
Q4 | $2.48M | Sell |
32,151
-121
| -0.4% | -$9.33K | 0.84% | 21 |
|
|
2020
Q3 | $2.24M | Buy |
32,272
+612
| +2% | +$42.5K | 0.84% | 22 |
|
|
2020
Q2 | $1.9M | Buy |
31,660
+1,060
| +3% | +$63.6K | 0.76% | 27 |
|
|
2020
Q1 | $1.84M | Buy |
30,600
+720
| +2% | +$43.3K | 0.85% | 26 |
|
|
2019
Q4 | $1.81M | Buy |
29,880
+3,224
| +12% | +$195K | 0.7% | 33 |
|
|
2019
Q3 | $1.55M | Buy |
26,656
+11,216
| +73% | +$653K | 0.63% | 38 |
|
|
2019
Q2 | $791K | Hold |
15,440
| – | – | 0.33% | 93 |
|
|
2019
Q1 | $746K | Buy |
15,440
+236
| +2% | +$11.4K | 0.33% | 89 |
|
|
2018
Q4 | $661K | Sell |
15,204
-504
| -3% | -$21.9K | 0.33% | 80 |
|
|
2018
Q3 | $658K | Sell |
15,708
-80
| -0.5% | -$3.35K | 0.29% | 87 |
|
|
2018
Q2 | $660K | Buy |
15,788
+2,204
| +16% | +$92.1K | 0.3% | 90 |
|
|
2018
Q1 | $554K | Buy |
+13,584
| New | +$554K | 0.26% | 93 |
|