Compton Wealth Advisory Group’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 | $632K | Hold |
9,100
| – | – | 0.16% | 62 |
|
|
2025
Q1 | $645K | Hold |
9,100
| – | – | 0.18% | 62 |
|
|
2024
Q4 | $652K | Buy |
9,100
+1,350
| +17% | +$96.8K | 0.17% | 72 |
|
|
2024
Q3 | $655K | Buy |
+7,750
| New | +$655K | 0.17% | 73 |
|
|
2023
Q4 | – | Sell |
-15,613
| Closed | -$894K | – | 90 |
|
|
2023
Q3 | $894K | Sell |
15,613
-294
| -2% | -$16.8K | 0.31% | 56 |
|
|
2023
Q2 | $1.18M | Sell |
15,907
-231
| -1% | -$17.1K | 0.39% | 50 |
|
|
2023
Q1 | $1.24M | Buy |
16,138
+4,179
| +35% | +$322K | 0.43% | 45 |
|
|
2022
Q4 | $1,000K | Sell |
11,959
-121
| -1% | -$10.1K | 0.39% | 51 |
|
|
2022
Q3 | $947K | Sell |
12,080
-1,748
| -13% | -$137K | 0.4% | 52 |
|
|
2022
Q2 | $1.07M | Buy |
13,828
+4,610
| +50% | +$357K | 0.46% | 48 |
|
|
2022
Q1 | $781K | Buy |
9,218
+514
| +6% | +$43.5K | 0.3% | 63 |
|
|
2021
Q4 | $813K | Buy |
8,704
+79
| +0.9% | +$7.38K | 0.35% | 56 |
|
|
2021
Q3 | $677K | Buy |
8,625
+17
| +0.2% | +$1.33K | 0.32% | 55 |
|
|
2021
Q2 | $631K | Buy |
8,608
+620
| +8% | +$45.4K | 0.29% | 56 |
|
|
2021
Q1 | $604K | Buy |
7,988
+1,300
| +19% | +$98.3K | 0.35% | 52 |
|
|
2020
Q4 | $516K | Buy |
6,688
+12
| +0.2% | +$926 | 0.32% | 52 |
|
|
2020
Q3 | $463K | Buy |
6,676
+20
| +0.3% | +$1.39K | 0.35% | 54 |
|
|
2020
Q2 | $400K | Buy |
6,656
+76
| +1% | +$4.57K | 0.43% | 55 |
|
|
2020
Q1 | $396K | Buy |
6,580
+300
| +5% | +$18.1K | 0.51% | 45 |
|
|
2019
Q4 | $380K | Buy |
6,280
+12
| +0.2% | +$726 | 0.34% | 50 |
|
|
2019
Q3 | $365K | Buy |
6,268
+296
| +5% | +$17.2K | 0.2% | 56 |
|
|
2019
Q2 | $306K | Buy |
5,972
+4
| +0.1% | +$205 | 0.16% | 59 |
|
|
2019
Q1 | $288K | Buy |
5,968
+200
| +3% | +$9.65K | 0.15% | 61 |
|
|
2018
Q4 | $251K | Buy |
+5,768
| New | +$251K | 0.13% | 64 |
|