FWM
Focused 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 | $597K | Buy |
8,593
+1
| +0% | +$69 | 0.07% | 86 |
|
|
2025
Q1 | $609K | Sell |
8,592
-765
| -8% | -$54.2K | 0.08% | 79 |
|
|
2024
Q4 | $671K | Buy |
9,357
+30
| +0.3% | +$2.15K | 0.09% | 72 |
|
|
2024
Q3 | $788K | Buy |
9,327
+36
| +0.4% | +$3.04K | 0.1% | 72 |
|
|
2024
Q2 | $658K | Buy |
9,291
+20
| +0.2% | +$1.42K | 0.09% | 69 |
|
|
2024
Q1 | $593K | Sell |
9,271
-109
| -1% | -$6.97K | 0.09% | 76 |
|
|
2023
Q4 | $570K | Buy |
9,380
+16
| +0.2% | +$972 | 0.09% | 73 |
|
|
2023
Q3 | $536K | Buy |
9,364
+172
| +2% | +$9.85K | 0.09% | 72 |
|
|
2023
Q2 | $682K | Buy |
9,192
+13
| +0.1% | +$965 | 0.12% | 70 |
|
|
2023
Q1 | $708K | Buy |
9,179
+13
| +0.1% | +$1K | 0.14% | 64 |
|
|
2022
Q4 | $766K | Buy |
9,166
+34
| +0.4% | +$2.84K | 0.16% | 63 |
|
|
2022
Q3 | $716K | Sell |
9,132
-1,413
| -13% | -$111K | 0.15% | 62 |
|
|
2022
Q2 | $817K | Buy |
10,545
+949
| +10% | +$73.5K | 0.15% | 70 |
|
|
2022
Q1 | $813K | Buy |
9,596
+2,093
| +28% | +$177K | 0.13% | 73 |
|
|
2021
Q4 | $700K | Buy |
7,503
+28
| +0.4% | +$2.61K | 0.11% | 77 |
|
|
2021
Q3 | $587K | Buy |
7,475
+31
| +0.4% | +$2.43K | 0.1% | 86 |
|
|
2021
Q2 | $546K | Buy |
7,444
+34
| +0.5% | +$2.49K | 0.09% | 89 |
|
|
2021
Q1 | $560K | Buy |
7,410
+184
| +3% | +$13.9K | 0.1% | 91 |
|
|
2020
Q4 | $558K | Buy |
7,226
+5,445
| +306% | +$420K | 0.11% | 86 |
|
|
2020
Q3 | $494K | Sell |
1,781
-152
| -8% | -$42.2K | 0.11% | 81 |
|
|
2020
Q2 | $464K | Sell |
1,933
-322
| -14% | -$77.3K | 0.11% | 81 |
|
|
2020
Q1 | $542K | Sell |
2,255
-2,350
| -51% | -$565K | 0.16% | 68 |
|
|
2019
Q4 | $1.12M | Hold |
4,605
| – | – | 0.26% | 46 |
|
|
2019
Q3 | $1.07M | Buy |
4,605
+50
| +1% | +$11.7K | 0.3% | 46 |
|
|
2019
Q2 | $933K | Hold |
4,555
| – | – | 0.25% | 53 |
|
|
2019
Q1 | $881K | Buy |
4,555
+370
| +9% | +$71.6K | 0.27% | 55 |
|
|
2018
Q4 | $727K | Hold |
4,185
| – | – | 0.25% | 62 |
|
|
2018
Q3 | $701K | Buy |
4,185
+4,030
| +2,600% | +$675K | 0.24% | 69 |
|
|
2018
Q2 | $26K | Sell |
155
-1,730
| -92% | -$290K | 0.01% | 331 |
|
|
2018
Q1 | $308K | Hold |
1,885
| – | – | 0.1% | 109 |
|
|
2017
Q4 | $294K | Buy |
1,885
+1,200
| +175% | +$187K | 0.09% | 110 |
|
|
2017
Q3 | $100K | Sell |
685
-1,200
| -64% | -$175K | 0.03% | 162 |
|
|
2017
Q2 | $264K | Buy |
1,885
+1,199
| +175% | +$168K | 0.1% | 117 |
|
|
2017
Q1 | $88K | Buy |
686
+4
| +0.6% | +$513 | 0.03% | 226 |
|
|
2016
Q4 | $81K | Buy |
682
+4
| +0.6% | +$475 | 0.03% | 229 |
|
|
2016
Q3 | $83K | Buy |
678
+4
| +0.6% | +$490 | 0.04% | 220 |
|
|
2016
Q2 | $88K | Buy |
674
+3
| +0.4% | +$392 | 0.04% | 212 |
|
|
2016
Q1 | $79K | Sell |
671
-96
| -13% | -$11.3K | 0.04% | 153 |
|
|
2015
Q4 | $80K | Buy |
767
+4
| +0.5% | +$417 | 0.05% | 167 |
|
|
2015
Q3 | $74K | Buy |
763
+4
| +0.5% | +$388 | 0.05% | 164 |
|
|
2015
Q2 | $74K | Buy |
759
+4
| +0.5% | +$390 | 0.05% | 163 |
|
|
2015
Q1 | $79K | Buy |
755
+4
| +0.5% | +$419 | 0.05% | 157 |
|
|
2014
Q4 | $80K | Buy |
751
+3
| +0.4% | +$320 | 0.06% | 151 |
|
|
2014
Q3 | $70K | Buy |
748
+4
| +0.5% | +$374 | 0.05% | 163 |
|
|
2014
Q2 | $76K | Buy |
744
+4
| +0.5% | +$409 | 0.06% | 153 |
|
|
2014
Q1 | $71K | Buy |
740
+4
| +0.5% | +$384 | 0.06% | 145 |
|
|
2013
Q4 | $63K | Buy |
736
+3
| +0.4% | +$257 | 0.05% | 156 |
|
|
2013
Q3 | $59K | Buy |
+733
| New | +$59K | 0.06% | 147 |
|