Eads & Heald 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 | $1.34M | Sell |
19,326
-114
| -0.6% | -$7.92K | 0.66% | 66 |
|
|
2025
Q1 | $1.38M | Buy |
19,440
+48
| +0.2% | +$3.4K | 0.7% | 62 |
|
|
2024
Q4 | $1.39M | Sell |
19,392
-75
| -0.4% | -$5.38K | 0.68% | 66 |
|
|
2024
Q3 | $1.65M | Sell |
19,467
-1,477
| -7% | -$125K | 0.78% | 57 |
|
|
2024
Q2 | $1.48M | Sell |
20,944
-140
| -0.7% | -$9.91K | 0.72% | 62 |
|
|
2024
Q1 | $1.35M | Sell |
21,084
-3,980
| -16% | -$254K | 0.63% | 78 |
|
|
2023
Q4 | $1.52M | Sell |
25,064
-5,539
| -18% | -$336K | 0.73% | 70 |
|
|
2023
Q3 | $1.75M | Buy |
30,603
+6,831
| +29% | +$391K | 0.92% | 43 |
|
|
2023
Q2 | $1.76M | Sell |
23,772
-964
| -4% | -$71.5K | 0.87% | 51 |
|
|
2023
Q1 | $1.91M | Buy |
24,736
+4
| +0% | +$308 | 0.94% | 45 |
|
|
2022
Q4 | $2.07M | Buy |
24,732
+239
| +1% | +$20K | 1.05% | 38 |
|
|
2022
Q3 | $1.92M | Sell |
24,493
-27
| -0.1% | -$2.12K | 1.09% | 39 |
|
|
2022
Q2 | $1.9M | Sell |
24,520
-915
| -4% | -$70.9K | 1.02% | 43 |
|
|
2022
Q1 | $2.16M | Sell |
25,435
-113
| -0.4% | -$9.57K | 1% | 43 |
|
|
2021
Q4 | $2.39M | Buy |
25,548
+334
| +1% | +$31.2K | 1.04% | 40 |
|
|
2021
Q3 | $1.98M | Buy |
25,214
+536
| +2% | +$42.1K | 0.96% | 45 |
|
|
2021
Q2 | $1.81M | Sell |
24,678
-3
| -0% | -$220 | 0.88% | 55 |
|
|
2021
Q1 | $1.87M | Buy |
24,681
+511
| +2% | +$38.6K | 0.96% | 49 |
|
|
2020
Q4 | $1.87M | Buy |
24,170
+366
| +2% | +$28.2K | 1% | 42 |
|
|
2020
Q3 | $1.65M | Sell |
23,804
-4,536
| -16% | -$315K | 0.99% | 46 |
|
|
2020
Q2 | $1.7M | Sell |
28,340
-1,284
| -4% | -$77.1K | 1.03% | 45 |
|
|
2020
Q1 | $1.78M | Sell |
29,624
-3,264
| -10% | -$196K | 1.26% | 26 |
|
|
2019
Q4 | $1.99M | Sell |
32,888
-132
| -0.4% | -$7.99K | 1.05% | 44 |
|
|
2019
Q3 | $1.92M | Sell |
33,020
-2,396
| -7% | -$140K | 1.07% | 44 |
|
|
2019
Q2 | $1.81M | Sell |
35,416
-176
| -0.5% | -$9.02K | 1.03% | 49 |
|
|
2019
Q1 | $1.72M | Sell |
35,592
-876
| -2% | -$42.3K | 1% | 51 |
|
|
2018
Q4 | $1.59M | Sell |
36,468
-2,248
| -6% | -$97.7K | 1.06% | 45 |
|
|
2018
Q3 | $1.62M | Sell |
38,716
-280
| -0.7% | -$11.7K | 0.93% | 53 |
|
|
2018
Q2 | $1.63M | Sell |
38,996
-52
| -0.1% | -$2.17K | 1% | 44 |
|
|
2018
Q1 | $1.59M | Sell |
39,048
-700
| -2% | -$28.6K | 1.01% | 45 |
|
|
2017
Q4 | $1.55M | Sell |
39,748
-756
| -2% | -$29.5K | 0.91% | 51 |
|
|
2017
Q3 | $1.48M | Sell |
40,504
-1,200
| -3% | -$44K | 0.92% | 48 |
|
|
2017
Q2 | $1.46M | Sell |
41,704
-2,540
| -6% | -$89K | 0.94% | 48 |
|
|
2017
Q1 | $1.42M | Buy |
44,244
+460
| +1% | +$14.8K | 0.92% | 55 |
|
|
2016
Q4 | $1.31M | Buy |
43,784
+32
| +0.1% | +$956 | 0.89% | 54 |
|
|
2016
Q3 | $1.34M | Buy |
43,752
+476
| +1% | +$14.6K | 0.92% | 50 |
|
|
2016
Q2 | $1.41M | Sell |
43,276
-1,988
| -4% | -$64.8K | 0.97% | 47 |
|
|
2016
Q1 | $1.34M | Sell |
45,264
-4,560
| -9% | -$135K | 0.93% | 51 |
|
|
2015
Q4 | $1.29M | Sell |
49,824
-184
| -0.4% | -$4.78K | 0.9% | 52 |
|
|
2015
Q3 | $1.22M | Sell |
50,008
-940
| -2% | -$22.9K | 0.87% | 55 |
|
|
2015
Q2 | $1.25M | Buy |
50,948
+296
| +0.6% | +$7.26K | 0.82% | 59 |
|
|
2015
Q1 | $1.32M | Sell |
50,652
-2,496
| -5% | -$64.9K | 0.85% | 57 |
|
|
2014
Q4 | $1.41M | Sell |
53,148
-3,456
| -6% | -$91.8K | 0.9% | 55 |
|
|
2014
Q3 | $1.33M | Sell |
56,604
-3,320
| -6% | -$77.9K | 0.9% | 55 |
|
|
2014
Q2 | $1.54M | Sell |
59,924
-10,148
| -14% | -$260K | 1.02% | 48 |
|
|
2014
Q1 | $1.68M | Buy |
70,072
+3,468
| +5% | +$82.9K | 1.1% | 43 |
|
|
2013
Q4 | $1.43M | Sell |
66,604
-1,720
| -3% | -$36.8K | 0.95% | 54 |
|
|
2013
Q3 | $1.37M | Sell |
68,324
-4,776
| -7% | -$95.7K | 0.98% | 51 |
|
|
2013
Q2 | $1.49M | Buy |
+73,100
| New | +$1.49M | 1.05% | 47 |
|