FMWA
Forvis Mazars 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 | $1.81M | Sell |
26,067
-98
| -0.4% | -$6.8K | 0.04% | 165 |
|
|
2025
Q1 | $1.85M | Sell |
26,165
-8,421
| -24% | -$597K | 0.04% | 160 |
|
|
2024
Q4 | $2.48M | Buy |
34,586
+206
| +0.6% | +$14.8K | 0.06% | 141 |
|
|
2024
Q3 | $2.91M | Buy |
34,380
+163
| +0.5% | +$13.8K | 0.07% | 139 |
|
|
2024
Q2 | $2.42M | Sell |
34,217
-5,127
| -13% | -$363K | 0.06% | 141 |
|
|
2024
Q1 | $2.51M | Buy |
39,344
+10,195
| +35% | +$652K | 0.06% | 141 |
|
|
2023
Q4 | $1.77M | Sell |
29,149
-1,817
| -6% | -$110K | 0.05% | 163 |
|
|
2023
Q3 | $1.77M | Buy |
30,966
+479
| +2% | +$27.4K | 0.05% | 161 |
|
|
2023
Q2 | $2.26M | Sell |
30,487
-12
| -0% | -$890 | 0.07% | 154 |
|
|
2023
Q1 | $2.35M | Sell |
30,499
-190
| -0.6% | -$14.6K | 0.08% | 135 |
|
|
2022
Q4 | $2.57M | Buy |
30,689
+391
| +1% | +$32.7K | 0.09% | 125 |
|
|
2022
Q3 | $2.38M | Sell |
30,298
-86
| -0.3% | -$6.74K | 0.1% | 125 |
|
|
2022
Q2 | $2.35M | Buy |
30,384
+17,601
| +138% | +$1.36M | 0.1% | 115 |
|
|
2022
Q1 | $1.08M | Sell |
12,783
-1,301
| -9% | -$110K | 0.05% | 142 |
|
|
2021
Q4 | $1.32M | Buy |
14,084
+121
| +0.9% | +$11.3K | 0.06% | 125 |
|
|
2021
Q3 | $1.1M | Buy |
13,963
+6,720
| +93% | +$527K | 0.05% | 128 |
|
|
2021
Q2 | $531K | Sell |
7,243
-1,207
| -14% | -$88.5K | 0.02% | 169 |
|
|
2021
Q1 | $639K | Sell |
8,450
-12,400
| -59% | -$938K | 0.03% | 152 |
|
|
2020
Q4 | $1.61M | Buy |
20,850
+16,106
| +340% | +$1.24M | 0.08% | 113 |
|
|
2020
Q3 | $1.32M | Buy |
4,744
+101
| +2% | +$28K | 0.08% | 114 |
|
|
2020
Q2 | $1.12M | Buy |
4,643
+57
| +1% | +$13.7K | 0.07% | 122 |
|
|
2020
Q1 | $1.1M | Buy |
4,586
+286
| +7% | +$68.8K | 0.09% | 103 |
|
|
2019
Q4 | $1.04M | Buy |
4,300
+1,820
| +73% | +$441K | 0.08% | 117 |
|
|
2019
Q3 | $578K | Buy |
2,480
+908
| +58% | +$212K | 0.05% | 150 |
|
|
2019
Q2 | $322K | Sell |
1,572
-3,949
| -72% | -$809K | 0.03% | 214 |
|
|
2019
Q1 | $1.07M | Buy |
5,521
+4,147
| +302% | +$801K | 0.09% | 109 |
|
|
2018
Q4 | $239K | Sell |
1,374
-34
| -2% | -$5.91K | 0.02% | 202 |
|
|
2018
Q3 | $236K | Buy |
1,408
+69
| +5% | +$11.6K | 0.02% | 209 |
|
|
2018
Q2 | $224K | Buy |
1,339
+19
| +1% | +$3.18K | 0.02% | 217 |
|
|
2018
Q1 | $216K | Sell |
1,320
-517
| -28% | -$84.6K | 0.02% | 221 |
|
|
2017
Q4 | $287K | Sell |
1,837
-92
| -5% | -$14.4K | 0.03% | 207 |
|
|
2017
Q3 | $283K | Sell |
1,929
-13
| -0.7% | -$1.91K | 0.03% | 192 |
|
|
2017
Q2 | $272K | Buy |
+1,942
| New | +$272K | 0.03% | 198 |
|