Endurance Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.35M | Buy |
99,067
+1,075
| +1% | +$81.4K | 1.01% | 28 |
|
|
2023
Q1 | $7.55M | Buy |
97,992
+2,080
| +2% | +$160K | 1.07% | 28 |
|
|
2022
Q4 | $8.02M | Sell |
95,912
-1,064
| -1% | -$86K | 1.21% | 27 |
|
|
2022
Q3 | $7.6M | Sell |
96,976
-698
| -0.7% | -$59.2K | 1.26% | 23 |
|
|
2022
Q2 | $7.57M | Buy |
97,674
+5
| +0% | +$381 | 1.15% | 25 |
|
|
2022
Q1 | $8.27M | Buy |
97,669
+1,060
| +1% | +$85K | 1.07% | 26 |
|
|
2021
Q4 | $9.02M | Sell |
96,609
-20,652
| -18% | -$1.78M | 0.97% | 29 |
|
|
2021
Q3 | $9.21M | Sell |
117,261
-1,809
| -2% | -$146K | 1.02% | 29 |
|
|
2021
Q2 | $8.72M | Buy |
119,070
+1,810
| +2% | +$136K | 0.97% | 30 |
|
|
2021
Q1 | $8.87M | Sell |
117,260
-1,036
| -0.9% | -$80.9K | 1.04% | 26 |
|
|
2020
Q4 | $9.13M | Sell |
118,296
-500
| -0.4% | -$37.4K | 1.15% | 24 |
|
|
2020
Q3 | $8.24M | Sell |
118,796
-1,724
| -1% | -$119K | 1.21% | 23 |
|
|
2020
Q2 | $7.24M | Sell |
120,520
-400
| -0.3% | -$23.9K | 1.19% | 27 |
|
|
2020
Q1 | $7.27M | Buy |
120,920
+1,120
| +0.9% | +$70.4K | 1.4% | 22 |
|
|
2019
Q4 | $7.25M | Sell |
119,800
-364
| -0.3% | -$21.3K | 1.11% | 26 |
|
|
2019
Q3 | $7M | Buy |
120,164
+196
| +0.2% | +$10.6K | 1.16% | 26 |
|
|
2019
Q2 | $6.14M | Sell |
119,968
-4,080
| -3% | -$201K | 0.97% | 32 |
|
|
2019
Q1 | $6M | Sell |
124,048
-100
| -0.1% | -$4.57K | 0.98% | 34 |
|
|
2018
Q4 | $5.39M | Sell |
124,148
-4,140
| -3% | -$181K | 1.01% | 31 |
|
|
2018
Q3 | $5.38M | Sell |
128,288
-1,700
| -1% | -$72.4K | 0.85% | 37 |
|
|
2018
Q2 | $5.43M | Sell |
129,988
-7,636
| -6% | -$308K | 0.9% | 36 |
|
|
2018
Q1 | $5.62M | Sell |
137,624
-3,900
| -3% | -$150K | 0.94% | 35 |
|
|
2017
Q4 | $5.53M | Sell |
141,524
-7,160
| -5% | -$276K | 0.89% | 37 |
|
|
2017
Q3 | $5.45M | Sell |
148,684
-5,116
| -3% | -$187K | 0.9% | 36 |
|
|
2017
Q2 | $5.39M | Buy |
153,800
+19,532
| +15% | +$668K | 0.91% | 39 |
|
|
2017
Q1 | $4.31M | Sell |
134,268
-856
| -0.6% | -$26.9K | 0.75% | 44 |
|
|
2016
Q4 | $4.04M | Sell |
135,124
-3,600
| -3% | -$108K | 0.72% | 45 |
|
|
2016
Q3 | $4.26M | Sell |
138,724
-4,204
| -3% | -$132K | 0.76% | 44 |
|
|
2016
Q2 | $4.66M | Sell |
142,928
-5,388
| -4% | -$162K | 0.87% | 39 |
|
|
2016
Q1 | $4.39K | Sell |
148,316
-9,200
| -6% | -$258K | 0.62% | 40 |
|
|
2015
Q4 | $4.09M | Sell |
157,516
-4,680
| -3% | -$118K | 0.78% | 45 |
|
|
2015
Q3 | $4.11M | Sell |
162,196
-3,860
| -2% | -$98.2K | 0.72% | 41 |
|
|
2015
Q2 | $4.07M | Sell |
166,056
-19,140
| -10% | -$487K | 0.68% | 46 |
|
|
2015
Q1 | $4.82M | Sell |
185,196
-35,500
| -16% | -$936K | 0.84% | 37 |
|
|
2014
Q4 | $5.86M | Sell |
220,696
-900
| -0.4% | -$22.7K | 1.05% | 28 |
|
|
2014
Q3 | $5.2M | Sell |
221,596
-16,532
| -7% | -$399K | 0.97% | 35 |
|
|
2014
Q2 | $6.1M | Buy |
238,128
+308
| +0.1% | +$7.49K | 1.02% | 31 |
|
|
2014
Q1 | $5.68M | Sell |
237,820
-2,600
| -1% | -$58.9K | 1.1% | 30 |
|
|
2013
Q4 | $5.15M | Sell |
240,420
-4,324
| -2% | -$91.2K | 1.02% | 34 |
|
|
2013
Q3 | $4.9M | Sell |
244,744
-10,032
| -4% | -$207K | 1.04% | 33 |
|
|
2013
Q2 | $5.19M | Buy |
+254,776
| New | +$5.05M | 1.16% | 29 |
|
Other funds holding NEE
Endurance Wealth Management's NEE Position: Q2 2023 in Review
Endurance Wealth Management increased its NextEra Energy (NEE) stake by 1.1% in Q2 2023, buying an estimated $81.4K and bringing the position to 99,067 shares worth $7.35M. The position accounts for 1.01% of the portfolio, ranked #28.
Endurance Wealth Management first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. The position peaked at $9.21M in Q3 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.
- Endurance Wealth Management held 99,067 shares of NextEra Energy worth $7.35M as of Q2 2023.
- Endurance Wealth Management bought 1,075 NextEra Energy shares in Q2 2023, an estimated $81.4K.
- NextEra Energy made up 1.01% of Endurance Wealth Management's portfolio in Q2 2023, its #28 holding.
- Endurance Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
- Endurance Wealth Management's NextEra Energy position peaked at $9.21M in Q3 2021.
- 2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.