Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
7,356
-242
| -3% | -$16.8K | 0.06% | 229 |
|
|
2025
Q1 | $539K | Buy |
7,598
+682
| +10% | +$48.4K | 0.08% | 192 |
|
|
2024
Q4 | $496K | Buy |
+6,916
| New | +$496K | 0.07% | 198 |
|
|
2022
Q1 | $830K | Sell |
9,803
-5,891
| -38% | -$499K | 0.16% | 125 |
|
|
2021
Q4 | $1.47M | Buy |
15,694
+5,943
| +61% | +$555K | 0.25% | 77 |
|
|
2021
Q3 | $766K | Sell |
9,751
-129
| -1% | -$10.1K | 0.17% | 120 |
|
|
2021
Q2 | $724K | Buy |
+9,880
| New | +$724K | 0.16% | 122 |
|
|
2021
Q1 | – | Sell |
-5,150
| Closed | -$397K | – | 224 |
|
|
2020
Q4 | $397K | Buy |
+5,150
| New | +$397K | 0.12% | 146 |
|
|
2020
Q3 | – | Sell |
-4,620
| Closed | -$277K | – | 447 |
|
|
2020
Q2 | $277K | Buy |
4,620
+3,784
| +453% | +$227K | 0.09% | 143 |
|
|
2020
Q1 | $50K | Buy |
+836
| New | +$50K | 0.02% | 359 |
|
|
2019
Q4 | – | Sell |
-380
| Closed | -$22K | – | 611 |
|
|
2019
Q3 | $22K | Buy |
380
+52
| +16% | +$3.01K | 0.01% | 600 |
|
|
2019
Q2 | $16K | Sell |
328
-4
| -1% | -$195 | 0.01% | 658 |
|
|
2019
Q1 | $16K | Buy |
+332
| New | +$16K | 0.01% | 670 |
|