Connecticut 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 | $1.65M | Sell |
23,709
-377
| -2% | -$26.2K | 0.08% | 110 |
|
|
2025
Q1 | $1.71M | Sell |
24,086
-379
| -2% | -$26.9K | 0.09% | 109 |
|
|
2024
Q4 | $1.75M | Sell |
24,465
-264
| -1% | -$18.9K | 0.09% | 89 |
|
|
2024
Q3 | $2.09M | Sell |
24,729
-365
| -1% | -$30.9K | 0.1% | 100 |
|
|
2024
Q2 | $1.78M | Sell |
25,094
-6,438
| -20% | -$456K | 0.09% | 105 |
|
|
2024
Q1 | $2.02M | Sell |
31,532
-1,766
| -5% | -$113K | 0.11% | 94 |
|
|
2023
Q4 | $2.02M | Buy |
33,298
+5,128
| +18% | +$311K | 0.12% | 88 |
|
|
2023
Q3 | $1.61M | Buy |
28,170
+11,323
| +67% | +$649K | 0.11% | 86 |
|
|
2023
Q2 | $1.25M | Buy |
16,847
+2,565
| +18% | +$190K | 0.09% | 89 |
|
|
2023
Q1 | $1.1M | Buy |
14,282
+606
| +4% | +$46.7K | 0.08% | 88 |
|
|
2022
Q4 | $1.14M | Buy |
13,676
+2,428
| +22% | +$203K | 0.1% | 76 |
|
|
2022
Q3 | $882K | Sell |
11,248
-36
| -0.3% | -$2.82K | 0.08% | 85 |
|
|
2022
Q2 | $874K | Buy |
11,284
+2,274
| +25% | +$176K | 0.08% | 90 |
|
|
2022
Q1 | $763K | Buy |
9,010
+126
| +1% | +$10.7K | 0.06% | 97 |
|
|
2021
Q4 | $829K | Buy |
8,884
+37
| +0.4% | +$3.45K | 0.06% | 93 |
|
|
2021
Q3 | $695K | Buy |
8,847
+186
| +2% | +$14.6K | 0.06% | 99 |
|
|
2021
Q2 | $635K | Sell |
8,661
-2,550
| -23% | -$187K | 0.06% | 106 |
|
|
2021
Q1 | $848K | Buy |
11,211
+3
| +0% | +$227 | 0.08% | 75 |
|
|
2020
Q4 | $865K | Sell |
11,208
-2,376
| -17% | -$183K | 0.09% | 84 |
|
|
2020
Q3 | $943K | Buy |
13,584
+2,524
| +23% | +$175K | 0.1% | 83 |
|
|
2020
Q2 | $664K | Sell |
11,060
-116
| -1% | -$6.96K | 0.08% | 73 |
|
|
2020
Q1 | $672K | Buy |
11,176
+20
| +0.2% | +$1.2K | 0.1% | 79 |
|
|
2019
Q4 | $675K | Sell |
11,156
-1,184
| -10% | -$71.6K | 0.07% | 93 |
|
|
2019
Q3 | $719K | Sell |
12,340
-20
| -0.2% | -$1.17K | 0.09% | 88 |
|
|
2019
Q2 | $633K | Buy |
+12,360
| New | +$633K | 0.08% | 91 |
|