EWM
Endurance Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.35M | Buy |
99,067
+1,075
| +1% | +$79.8K | 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% | -$88.9K | 1.21% | 27 |
|
|
2022
Q3 | $7.6M | Sell |
96,976
-698
| -0.7% | -$54.7K | 1.26% | 23 |
|
|
2022
Q2 | $7.57M | Buy |
97,674
+5
| +0% | +$387 | 1.15% | 25 |
|
|
2022
Q1 | $8.27M | Buy |
97,669
+1,060
| +1% | +$89.8K | 1.07% | 26 |
|
|
2021
Q4 | $9.02M | Sell |
96,609
-20,652
| -18% | -$1.93M | 0.97% | 29 |
|
|
2021
Q3 | $9.21M | Sell |
117,261
-1,809
| -2% | -$142K | 1.02% | 29 |
|
|
2021
Q2 | $8.73M | Buy |
119,070
+1,810
| +2% | +$133K | 0.97% | 30 |
|
|
2021
Q1 | $8.87M | Sell |
117,260
-1,036
| -0.9% | -$78.3K | 1.04% | 26 |
|
|
2020
Q4 | $9.13M | Buy |
118,296
+88,597
| +298% | +$6.84M | 1.15% | 24 |
|
|
2020
Q3 | $8.24M | Sell |
29,699
-431
| -1% | -$120K | 1.21% | 23 |
|
|
2020
Q2 | $7.24M | Sell |
30,130
-100
| -0.3% | -$24K | 1.19% | 27 |
|
|
2020
Q1 | $7.27M | Buy |
30,230
+280
| +0.9% | +$67.4K | 1.4% | 22 |
|
|
2019
Q4 | $7.25M | Sell |
29,950
-91
| -0.3% | -$22K | 1.11% | 26 |
|
|
2019
Q3 | $7M | Buy |
30,041
+49
| +0.2% | +$11.4K | 1.16% | 26 |
|
|
2019
Q2 | $6.14M | Sell |
29,992
-1,020
| -3% | -$209K | 0.97% | 32 |
|
|
2019
Q1 | $6M | Sell |
31,012
-25
| -0.1% | -$4.83K | 0.98% | 34 |
|
|
2018
Q4 | $5.4M | Sell |
31,037
-1,035
| -3% | -$180K | 1.01% | 31 |
|
|
2018
Q3 | $5.38M | Sell |
32,072
-425
| -1% | -$71.2K | 0.85% | 37 |
|
|
2018
Q2 | $5.43M | Sell |
32,497
-1,909
| -6% | -$319K | 0.9% | 36 |
|
|
2018
Q1 | $5.62M | Sell |
34,406
-975
| -3% | -$159K | 0.94% | 35 |
|
|
2017
Q4 | $5.53M | Sell |
35,381
-1,790
| -5% | -$280K | 0.89% | 37 |
|
|
2017
Q3 | $5.45M | Sell |
37,171
-1,279
| -3% | -$187K | 0.9% | 36 |
|
|
2017
Q2 | $5.39M | Buy |
38,450
+4,883
| +15% | +$684K | 0.91% | 39 |
|
|
2017
Q1 | $4.31M | Sell |
33,567
-214
| -0.6% | -$27.5K | 0.75% | 44 |
|
|
2016
Q4 | $4.04M | Sell |
33,781
-900
| -3% | -$108K | 0.72% | 45 |
|
|
2016
Q3 | $4.26M | Sell |
34,681
-1,051
| -3% | -$129K | 0.76% | 44 |
|
|
2016
Q2 | $4.66M | Sell |
35,732
-1,347
| -4% | -$176K | 0.87% | 39 |
|
|
2016
Q1 | $4.39K | Sell |
37,079
-2,300
| -6% | -$272 | 0.62% | 40 |
|
|
2015
Q4 | $4.09M | Sell |
39,379
-1,170
| -3% | -$122K | 0.78% | 45 |
|
|
2015
Q3 | $4.11M | Sell |
40,549
-965
| -2% | -$97.9K | 0.72% | 41 |
|
|
2015
Q2 | $4.07M | Sell |
41,514
-4,785
| -10% | -$469K | 0.68% | 46 |
|
|
2015
Q1 | $4.82M | Sell |
46,299
-8,875
| -16% | -$923K | 0.84% | 37 |
|
|
2014
Q4 | $5.86M | Sell |
55,174
-225
| -0.4% | -$23.9K | 1.05% | 28 |
|
|
2014
Q3 | $5.2M | Sell |
55,399
-4,133
| -7% | -$388K | 0.97% | 35 |
|
|
2014
Q2 | $6.1M | Buy |
59,532
+77
| +0.1% | +$7.89K | 1.02% | 31 |
|
|
2014
Q1 | $5.69M | Sell |
59,455
-650
| -1% | -$62.2K | 1.1% | 30 |
|
|
2013
Q4 | $5.15M | Sell |
60,105
-1,081
| -2% | -$92.6K | 1.02% | 34 |
|
|
2013
Q3 | $4.9M | Sell |
61,186
-2,508
| -4% | -$201K | 1.04% | 33 |
|
|
2013
Q2 | $5.19M | Buy |
+63,694
| New | +$5.19M | 1.16% | 29 |
|