Global Wealth Management Investment Advisory’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
43,386
-585
| -1% | -$40.6K | 0.57% | 62 |
|
|
2025
Q1 | $3.12M | Buy |
43,971
+2,875
| +7% | +$204K | 0.62% | 57 |
|
|
2024
Q4 | $2.95M | Buy |
41,096
+16,724
| +69% | +$1.2M | 0.61% | 55 |
|
|
2024
Q3 | $2.06M | Sell |
24,372
-4,264
| -15% | -$360K | 0.44% | 65 |
|
|
2024
Q2 | $2.03M | Buy |
28,636
+1,116
| +4% | +$79K | 0.47% | 64 |
|
|
2024
Q1 | $1.76M | Sell |
27,520
-54,385
| -66% | -$3.48M | 0.43% | 69 |
|
|
2023
Q4 | $4.97M | Buy |
81,905
+29,429
| +56% | +$1.79M | 1.28% | 20 |
|
|
2023
Q3 | $3.01M | Buy |
52,476
+2,004
| +4% | +$115K | 0.84% | 41 |
|
|
2023
Q2 | $3.75M | Sell |
50,472
-152
| -0.3% | -$11.3K | 1.03% | 26 |
|
|
2023
Q1 | $3.9M | Buy |
50,624
+2,370
| +5% | +$183K | 1.17% | 21 |
|
|
2022
Q4 | $4.03M | Sell |
48,254
-1,676
| -3% | -$140K | 1.31% | 19 |
|
|
2022
Q3 | $3.92M | Sell |
49,930
-1,464
| -3% | -$115K | 1.4% | 18 |
|
|
2022
Q2 | $3.98M | Buy |
51,394
+6,593
| +15% | +$511K | 1.34% | 21 |
|
|
2022
Q1 | $3.8M | Buy |
44,801
+6,078
| +16% | +$515K | 1.13% | 26 |
|
|
2021
Q4 | $3.62M | Buy |
38,723
+3,856
| +11% | +$360K | 1.09% | 27 |
|
|
2021
Q3 | $2.74M | Buy |
34,867
+2,662
| +8% | +$209K | 0.87% | 40 |
|
|
2021
Q2 | $2.36M | Buy |
32,205
+2,519
| +8% | +$185K | 0.79% | 44 |
|
|
2021
Q1 | $2.25M | Buy |
29,686
+20,997
| +242% | +$1.59M | 0.81% | 40 |
|
|
2020
Q4 | $670K | Buy |
8,689
+977
| +13% | +$75.3K | 0.26% | 79 |
|
|
2020
Q3 | $535K | Sell |
7,712
-7,392
| -49% | -$513K | 0.23% | 80 |
|
|
2020
Q2 | $907K | Sell |
15,104
-68
| -0.4% | -$4.08K | 0.39% | 73 |
|
|
2020
Q1 | $913K | Buy |
15,172
+448
| +3% | +$27K | 0.46% | 68 |
|
|
2019
Q4 | $891K | Buy |
14,724
+208
| +1% | +$12.6K | 0.38% | 73 |
|
|
2019
Q3 | $846K | Buy |
14,516
+300
| +2% | +$17.5K | 0.39% | 68 |
|
|
2019
Q2 | $728K | Sell |
14,216
-1,860
| -12% | -$95.3K | 0.35% | 75 |
|
|
2019
Q1 | $777K | Sell |
16,076
-2,748
| -15% | -$133K | 0.4% | 70 |
|
|
2018
Q4 | $818K | Buy |
+18,824
| New | +$818K | 0.48% | 68 |
|