EWM
Empirical 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 | $1.33M | Sell |
19,195
-585
| -3% | -$40.6K | 0.03% | 276 |
|
|
2025
Q1 | $1.4M | Buy |
19,780
+349
| +2% | +$24.7K | 0.04% | 259 |
|
|
2024
Q4 | $1.39M | Sell |
19,431
-4,732
| -20% | -$339K | 0.04% | 239 |
|
|
2024
Q3 | $2.04M | Buy |
24,163
+997
| +4% | +$84.3K | 0.06% | 185 |
|
|
2024
Q2 | $1.64M | Buy |
23,166
+3,301
| +17% | +$234K | 0.05% | 200 |
|
|
2024
Q1 | $1.27M | Buy |
19,865
+7,749
| +64% | +$495K | 0.04% | 228 |
|
|
2023
Q4 | $736K | Buy |
12,116
+331
| +3% | +$20.1K | 0.02% | 270 |
|
|
2023
Q3 | $675K | Sell |
11,785
-465
| -4% | -$26.6K | 0.03% | 264 |
|
|
2023
Q2 | $909K | Buy |
12,250
+223
| +2% | +$16.5K | 0.04% | 235 |
|
|
2023
Q1 | $927K | Sell |
12,027
-378
| -3% | -$29.1K | 0.04% | 227 |
|
|
2022
Q4 | $1.04M | Buy |
12,405
+424
| +4% | +$35.4K | 0.05% | 205 |
|
|
2022
Q3 | $939K | Buy |
11,981
+1,148
| +11% | +$90K | 0.05% | 203 |
|
|
2022
Q2 | $839K | Sell |
10,833
-237
| -2% | -$18.4K | 0.04% | 226 |
|
|
2022
Q1 | $938K | Sell |
11,070
-215
| -2% | -$18.2K | 0.05% | 226 |
|
|
2021
Q4 | $1.05M | Buy |
11,285
+4,688
| +71% | +$438K | 0.05% | 208 |
|
|
2021
Q3 | $518K | Sell |
6,597
-629
| -9% | -$49.4K | 0.03% | 293 |
|
|
2021
Q2 | $529K | Sell |
7,226
-113
| -2% | -$8.27K | 0.03% | 295 |
|
|
2021
Q1 | $555K | Buy |
7,339
+554
| +8% | +$41.9K | 0.04% | 236 |
|
|
2020
Q4 | $523K | Buy |
6,785
+5,194
| +326% | +$400K | 0.04% | 246 |
|
|
2020
Q3 | $442K | Sell |
1,591
-192
| -11% | -$53.3K | 0.04% | 230 |
|
|
2020
Q2 | $428K | Sell |
1,783
-23
| -1% | -$5.52K | 0.04% | 228 |
|
|
2020
Q1 | $434K | Sell |
1,806
-28
| -2% | -$6.73K | 0.05% | 196 |
|
|
2019
Q4 | $444K | Buy |
1,834
+739
| +67% | +$179K | 0.05% | 202 |
|
|
2019
Q3 | $255K | Hold |
1,095
| – | – | 0.03% | 245 |
|
|
2019
Q2 | $224K | Buy |
1,095
+60
| +6% | +$12.3K | 0.03% | 239 |
|
|
2019
Q1 | $200K | Buy |
+1,035
| New | +$200K | 0.03% | 227 |
|