EWA
EP Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Sell |
977,659
-38,981
| -4% | -$2.71M | 0.45% | 44 |
|
|
2025
Q1 | $72.1M | Sell |
1,016,640
-21,642
| -2% | -$1.53M | 0.58% | 36 |
|
|
2024
Q4 | $74.4M | Sell |
1,038,282
-18,723
| -2% | -$1.34M | 0.61% | 34 |
|
|
2024
Q3 | $89.3M | Sell |
1,057,005
-104,253
| -9% | -$8.81M | 0.77% | 28 |
|
|
2024
Q2 | $82.2M | Sell |
1,161,258
-48,708
| -4% | -$3.45M | 0.87% | 24 |
|
|
2024
Q1 | $77.3M | Buy |
1,209,966
+15,199
| +1% | +$971K | 0.9% | 25 |
|
|
2023
Q4 | $72.6M | Sell |
1,194,767
-22,140
| -2% | -$1.34M | 0.93% | 25 |
|
|
2023
Q3 | $69.7M | Buy |
1,216,907
+1,211,123
| +20,939% | +$69.4M | 1.08% | 20 |
|
|
2023
Q2 | $91.1M | Sell |
5,784
-6,490,462
| -100% | -$102B | 1.31% | 12 |
|
|
2023
Q1 | $322M | Buy |
6,496,246
+6,427,979
| +9,416% | +$319M | 5.54% | 3 |
|
|
2022
Q4 | $5.71M | Sell |
68,267
-1,092
| -2% | -$91.3K | 0.1% | 118 |
|
|
2022
Q3 | $5.44M | Buy |
69,359
+41,925
| +153% | +$3.29M | 0.12% | 110 |
|
|
2022
Q2 | $2.13M | Buy |
27,434
+2,274
| +9% | +$176K | 0.05% | 188 |
|
|
2022
Q1 | $2.13M | Sell |
25,160
-1,310
| -5% | -$111K | 0.05% | 197 |
|
|
2021
Q4 | $2.47M | Buy |
26,470
+425
| +2% | +$39.7K | 0.06% | 167 |
|
|
2021
Q3 | $2.05M | Buy |
26,045
+1,589
| +6% | +$125K | 0.06% | 163 |
|
|
2021
Q2 | $1.79M | Buy |
24,456
+6,604
| +37% | +$484K | 0.05% | 188 |
|
|
2021
Q1 | $1.35M | Buy |
17,852
+447
| +3% | +$33.8K | 0.04% | 202 |
|
|
2020
Q4 | $1.34M | Buy |
17,405
+12,900
| +286% | +$995K | 0.05% | 161 |
|
|
2020
Q3 | $1.25M | Buy |
4,505
+171
| +4% | +$47.4K | 0.05% | 147 |
|
|
2020
Q2 | $1.04M | Sell |
4,334
-528
| -11% | -$127K | 0.04% | 171 |
|
|
2020
Q1 | $1.17M | Buy |
4,862
+958
| +25% | +$231K | 0.06% | 155 |
|
|
2019
Q4 | $945K | Buy |
3,904
+2,358
| +153% | +$571K | 0.04% | 202 |
|
|
2019
Q3 | $360K | Buy |
1,546
+22
| +1% | +$5.12K | 0.02% | 254 |
|
|
2019
Q2 | $312K | Sell |
1,524
-12
| -0.8% | -$2.46K | 0.02% | 237 |
|
|
2019
Q1 | $297K | Sell |
1,536
-271
| -15% | -$52.4K | 0.03% | 205 |
|
|
2018
Q4 | $314K | Buy |
1,807
+159
| +10% | +$27.6K | 0.02% | 205 |
|
|
2018
Q3 | $276K | Buy |
1,648
+335
| +26% | +$56.1K | 0.02% | 229 |
|
|
2018
Q2 | $219K | Buy |
1,313
+17
| +1% | +$2.84K | 0.02% | 176 |
|
|
2018
Q1 | $212K | Sell |
1,296
-199
| -13% | -$32.6K | 0.02% | 196 |
|
|
2017
Q4 | $233K | Buy |
1,495
+105
| +8% | +$16.4K | 0.02% | 173 |
|
|
2017
Q3 | $204K | Buy |
+1,390
| New | +$204K | 0.02% | 170 |
|
|
2016
Q1 | – | Sell |
-3,331
| Closed | -$346K | – | 157 |
|
|
2015
Q4 | $346K | Sell |
3,331
-1,012
| -23% | -$105K | 0.06% | 113 |
|
|
2015
Q3 | $424K | Sell |
4,343
-40
| -0.9% | -$3.91K | 0.08% | 87 |
|
|
2015
Q2 | $430K | Buy |
4,383
+920
| +27% | +$90.2K | 0.08% | 75 |
|
|
2015
Q1 | $360K | Sell |
3,463
-3,585
| -51% | -$373K | 0.07% | 88 |
|
|
2014
Q4 | $749K | Sell |
7,048
-129
| -2% | -$13.7K | 0.12% | 69 |
|
|
2014
Q3 | $674K | Hold |
7,177
| – | – | 0.11% | 60 |
|
|
2014
Q2 | $735K | Hold |
7,177
| – | – | 0.17% | 52 |
|
|
2014
Q1 | $686K | Hold |
7,177
| – | – | 0.19% | 50 |
|
|
2013
Q4 | $614K | Sell |
7,177
-512
| -7% | -$43.8K | 0.16% | 61 |
|
|
2013
Q3 | $616K | Buy |
7,689
+106
| +1% | +$8.49K | 0.19% | 55 |
|
|
2013
Q2 | $618K | Buy |
+7,583
| New | +$618K | 0.22% | 45 |
|