EWM
Evermay 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 | $1.56M | Sell |
22,532
-665
| -3% | -$46.2K | 0.19% | 50 |
|
|
2025
Q1 | $1.64M | Sell |
23,197
-780
| -3% | -$55.3K | 0.22% | 47 |
|
|
2024
Q4 | $1.72M | Sell |
23,977
-94
| -0.4% | -$6.74K | 0.26% | 45 |
|
|
2024
Q3 | $2.03M | Sell |
24,071
-1,108
| -4% | -$93.7K | 0.33% | 42 |
|
|
2024
Q2 | $1.78M | Buy |
25,179
+2,945
| +13% | +$209K | 0.29% | 45 |
|
|
2024
Q1 | $1.42M | Buy |
22,234
+607
| +3% | +$38.8K | 0.21% | 58 |
|
|
2023
Q4 | $1.31M | Sell |
21,627
-1,980
| -8% | -$120K | 0.24% | 45 |
|
|
2023
Q3 | $1.35M | Sell |
23,607
-323
| -1% | -$18.5K | 0.28% | 40 |
|
|
2023
Q2 | $1.78M | Sell |
23,930
-3,274
| -12% | -$243K | 0.34% | 34 |
|
|
2023
Q1 | $2.1M | Sell |
27,204
-58
| -0.2% | -$4.47K | 0.42% | 28 |
|
|
2022
Q4 | $2.28M | Buy |
27,262
+419
| +2% | +$35K | 0.46% | 29 |
|
|
2022
Q3 | $2.11M | Sell |
26,843
-834
| -3% | -$65.4K | 0.42% | 30 |
|
|
2022
Q2 | $2.14M | Sell |
27,677
-1,000
| -3% | -$77.5K | 0.42% | 28 |
|
|
2022
Q1 | $2.43M | Buy |
28,677
+510
| +2% | +$43.2K | 0.41% | 32 |
|
|
2021
Q4 | $2.63M | Buy |
28,167
+1,032
| +4% | +$96.4K | 0.47% | 19 |
|
|
2021
Q3 | $2.13M | Sell |
27,135
-505
| -2% | -$39.7K | 0.41% | 21 |
|
|
2021
Q2 | $2.03M | Sell |
27,640
-920
| -3% | -$67.4K | 0.38% | 24 |
|
|
2021
Q1 | $2.16M | Sell |
28,560
-432
| -1% | -$32.7K | 0.43% | 23 |
|
|
2020
Q4 | $2.24M | Buy |
28,992
+21,644
| +295% | +$1.67M | 0.49% | 22 |
|
|
2020
Q3 | $2.04M | Sell |
7,348
-49
| -0.7% | -$13.6K | 0.5% | 23 |
|
|
2020
Q2 | $1.78M | Buy |
7,397
+40
| +0.5% | +$9.61K | 0.47% | 26 |
|
|
2020
Q1 | $1.77M | Buy |
7,357
+640
| +10% | +$154K | 0.54% | 21 |
|
|
2019
Q4 | $1.63M | Buy |
6,717
+366
| +6% | +$88.7K | 0.4% | 29 |
|
|
2019
Q3 | $1.48M | Sell |
6,351
-105
| -2% | -$24.5K | 0.4% | 30 |
|
|
2019
Q2 | $1.32M | Sell |
6,456
-131
| -2% | -$26.8K | 0.37% | 35 |
|
|
2019
Q1 | $1.27M | Buy |
6,587
+35
| +0.5% | +$6.76K | 0.36% | 34 |
|
|
2018
Q4 | $1.14M | Buy |
6,552
+1,376
| +27% | +$239K | 0.37% | 33 |
|
|
2018
Q3 | $867K | Sell |
5,176
-252
| -5% | -$42.2K | 0.27% | 41 |
|
|
2018
Q2 | $907K | Hold |
5,428
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $887K | Sell |
5,428
-1,652
| -23% | -$270K | 0.31% | 41 |
|
|
2017
Q4 | $1.11M | Sell |
7,080
-347
| -5% | -$54.2K | 0.41% | 32 |
|
|
2017
Q3 | $1.09M | Buy |
7,427
+1,087
| +17% | +$159K | 0.47% | 21 |
|
|
2017
Q2 | $888K | Hold |
6,340
| – | – | 0.39% | 25 |
|
|
2017
Q1 | $814K | Buy |
6,340
+1,165
| +23% | +$150K | 0.36% | 26 |
|
|
2016
Q4 | $618K | Hold |
5,175
| – | – | 0.3% | 29 |
|
|
2016
Q3 | $633K | Hold |
5,175
| – | – | 0.32% | 27 |
|
|
2016
Q2 | $675K | Hold |
5,175
| – | – | 0.35% | 30 |
|
|
2016
Q1 | $612K | Buy |
5,175
+1,100
| +27% | +$130K | 0.34% | 31 |
|
|
2015
Q4 | $423K | Hold |
4,075
| – | – | 0.25% | 38 |
|
|
2015
Q3 | $398K | Hold |
4,075
| – | – | 0.24% | 39 |
|
|
2015
Q2 | $399K | Sell |
4,075
-80
| -2% | -$7.83K | 0.24% | 43 |
|
|
2015
Q1 | $432K | Sell |
4,155
-181
| -4% | -$18.8K | 0.26% | 43 |
|
|
2014
Q4 | $461K | Sell |
4,336
-715
| -14% | -$76K | 0.3% | 43 |
|
|
2014
Q3 | $474K | Buy |
5,051
+50
| +1% | +$4.69K | 0.41% | 38 |
|
|
2014
Q2 | $513K | Sell |
5,001
-200
| -4% | -$20.5K | 0.44% | 31 |
|
|
2014
Q1 | $497K | Sell |
5,201
-194
| -4% | -$18.5K | 0.53% | 27 |
|
|
2013
Q4 | $462K | Buy |
+5,395
| New | +$462K | 0.64% | 23 |
|