Executive Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.56M | Buy |
105,466
+21,299
| +25% | +$1.53M | 0.59% | 57 |
|
|
2024
Q3 | $7.11M | Sell |
84,167
-1,126
| -1% | -$95.2K | 0.56% | 62 |
|
|
2024
Q2 | $6.04M | Sell |
85,293
-9,109
| -10% | -$645K | 1.11% | 30 |
|
|
2024
Q1 | $5.98M | Sell |
94,402
-17,549
| -16% | -$1.11M | 0.52% | 69 |
|
|
2023
Q4 | $6.8M | Buy |
111,951
+12,469
| +13% | +$757K | 0.64% | 53 |
|
|
2023
Q3 | $5.7M | Buy |
99,482
+2,417
| +2% | +$138K | 0.59% | 58 |
|
|
2023
Q2 | $7.2M | Buy |
97,065
+15,906
| +20% | +$1.18M | 0.75% | 47 |
|
|
2023
Q1 | $6.26M | Buy |
81,159
+2,837
| +4% | +$219K | 0.69% | 45 |
|
|
2022
Q4 | $6.55M | Buy |
78,322
+72,338
| +1,209% | +$6.05M | 0.8% | 40 |
|
|
2022
Q3 | $5.98K | Sell |
5,984
-67,493
| -92% | -$67.5K | 0.83% | 35 |
|
|
2022
Q2 | $5.69M | Sell |
73,477
-7,421
| -9% | -$575K | 0.77% | 43 |
|
|
2022
Q1 | $6.85M | Buy |
80,898
+15,813
| +24% | +$1.34M | 0.74% | 47 |
|
|
2021
Q4 | $6.08M | Buy |
65,085
+2,186
| +3% | +$204K | 0.6% | 55 |
|
|
2021
Q3 | $4.94M | Buy |
62,899
+84
| +0.1% | +$6.6K | 0.55% | 62 |
|
|
2021
Q2 | $4.6M | Buy |
62,815
+4,107
| +7% | +$301K | 0.5% | 66 |
|
|
2021
Q1 | $4.44M | Buy |
58,708
+54,478
| +1,288% | +$4.12M | 0.52% | 63 |
|
|
2020
Q4 | $326K | Buy |
4,230
+842
| +25% | +$64.9K | 0.04% | 136 |
|
|
2020
Q3 | $235K | Buy |
3,388
+4
| +0.1% | +$277 | 0.03% | 139 |
|
|
2020
Q2 | $203K | Buy |
+3,384
| New | +$203K | 0.03% | 128 |
|
|
2019
Q4 | – | Sell |
-6,032
| Closed | -$351K | – | 161 |
|
|
2019
Q3 | $351K | Buy |
6,032
+364
| +6% | +$21.2K | 0.05% | 109 |
|
|
2019
Q2 | $290K | Buy |
5,668
+20
| +0.4% | +$1.02K | 0.04% | 140 |
|
|
2019
Q1 | $273K | Sell |
5,648
-788
| -12% | -$38.1K | 0.05% | 133 |
|
|
2018
Q4 | $280K | Buy |
+6,436
| New | +$280K | 0.05% | 126 |
|