DWM
Dakota 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 | $9.44M | Sell |
136,020
-8,096
| -6% | -$562K | 0.2% | 101 |
|
|
2025
Q1 | $10.2M | Sell |
144,116
-5,238
| -4% | -$371K | 0.24% | 89 |
|
|
2024
Q4 | $10.7M | Buy |
149,354
+443
| +0.3% | +$31.8K | 0.25% | 89 |
|
|
2024
Q3 | $12.6M | Buy |
148,911
+385
| +0.3% | +$32.5K | 0.28% | 83 |
|
|
2024
Q2 | $10.5M | Sell |
148,526
-1,882
| -1% | -$133K | 0.25% | 89 |
|
|
2024
Q1 | $9.61M | Sell |
150,408
-6,276
| -4% | -$401K | 0.24% | 91 |
|
|
2023
Q4 | $9.52M | Sell |
156,684
-99,800
| -39% | -$6.06M | 0.37% | 78 |
|
|
2023
Q3 | $14.7M | Buy |
256,484
+33,309
| +15% | +$1.91M | 0.65% | 32 |
|
|
2023
Q2 | $16.6M | Sell |
223,175
-56,395
| -20% | -$4.18M | 0.78% | 29 |
|
|
2023
Q1 | $21.5M | Buy |
279,570
+19,031
| +7% | +$1.47M | 1.44% | 6 |
|
|
2022
Q4 | $21.8M | Sell |
260,539
-10,846
| -4% | -$907K | 1.54% | 7 |
|
|
2022
Q3 | $21.3M | Buy |
271,385
+20,847
| +8% | +$1.63M | 1.72% | 6 |
|
|
2022
Q2 | $19.4M | Buy |
250,538
+14,895
| +6% | +$1.15M | 1.79% | 6 |
|
|
2022
Q1 | $20M | Buy |
235,643
+122,060
| +107% | +$10.3M | 1.62% | 8 |
|
|
2021
Q4 | $10.6M | Sell |
113,583
-9,973
| -8% | -$931K | 1.12% | 19 |
|
|
2021
Q3 | $9.7M | Sell |
123,556
-19,851
| -14% | -$1.56M | 1.12% | 18 |
|
|
2021
Q2 | $10.5M | Sell |
143,407
-15,184
| -10% | -$1.11M | 1.25% | 13 |
|
|
2021
Q1 | $12M | Sell |
158,591
-34,726
| -18% | -$2.63M | 1.57% | 10 |
|
|
2020
Q4 | $14.9M | Buy |
193,317
+154,472
| +398% | +$11.9M | 1.94% | 7 |
|
|
2020
Q3 | $10.8M | Buy |
38,845
+7,081
| +22% | +$1.97M | 1.7% | 9 |
|
|
2020
Q2 | $7.63M | Buy |
31,764
+24,367
| +329% | +$5.85M | 1.31% | 15 |
|
|
2020
Q1 | $1.78M | Buy |
7,397
+5,394
| +269% | +$1.3M | 0.39% | 71 |
|
|
2019
Q4 | $485K | Sell |
2,003
-367
| -15% | -$88.9K | 0.08% | 196 |
|
|
2019
Q3 | $552K | Buy |
+2,370
| New | +$552K | 0.1% | 176 |
|