HWA
HCR 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 | $2.78M | Sell |
40,011
-343
| -0.8% | -$23.8K | 0.33% | 54 |
|
|
2025
Q1 | $2.86M | Sell |
40,354
-62
| -0.2% | -$4.4K | 0.37% | 48 |
|
|
2024
Q4 | $2.9M | Sell |
40,416
-327
| -0.8% | -$23.4K | 0.36% | 45 |
|
|
2024
Q3 | $3.44M | Buy |
40,743
+106
| +0.3% | +$8.96K | 0.45% | 38 |
|
|
2024
Q2 | $2.88M | Buy |
40,637
+1,754
| +5% | +$124K | 0.41% | 40 |
|
|
2024
Q1 | $2.49M | Sell |
38,883
-285
| -0.7% | -$18.2K | 0.38% | 44 |
|
|
2023
Q4 | $2.38M | Buy |
39,168
+2,656
| +7% | +$161K | 0.38% | 47 |
|
|
2023
Q3 | $2.09M | Sell |
36,512
-10,593
| -22% | -$607K | 0.46% | 38 |
|
|
2023
Q2 | $3.5M | Buy |
47,105
+454
| +1% | +$33.7K | 0.65% | 30 |
|
|
2023
Q1 | $3.6M | Sell |
46,651
-798
| -2% | -$61.5K | 0.71% | 28 |
|
|
2022
Q4 | $3.97M | Buy |
47,449
+60
| +0.1% | +$5.02K | 0.83% | 22 |
|
|
2022
Q3 | $3.72M | Sell |
47,389
-1,682
| -3% | -$132K | 0.79% | 24 |
|
|
2022
Q2 | $3.8M | Sell |
49,071
-750
| -2% | -$58.1K | 0.76% | 23 |
|
|
2022
Q1 | $4.22M | Buy |
49,821
+436
| +0.9% | +$36.9K | 0.69% | 28 |
|
|
2021
Q4 | $4.61M | Sell |
49,385
-1,025
| -2% | -$95.7K | 0.71% | 26 |
|
|
2021
Q3 | $3.96M | Sell |
50,410
-232
| -0.5% | -$18.2K | 0.66% | 24 |
|
|
2021
Q2 | $3.72M | Sell |
50,642
-884
| -2% | -$64.8K | 0.64% | 27 |
|
|
2021
Q1 | $3.9M | Sell |
51,526
-4,201
| -8% | -$318K | 0.77% | 23 |
|
|
2020
Q4 | $4.3M | Buy |
55,727
+38,085
| +216% | +$2.94M | 0.9% | 18 |
|
|
2020
Q3 | $4.72M | Buy |
17,642
+618
| +4% | +$165K | 1.08% | 16 |
|
|
2020
Q2 | $4.19M | Buy |
17,024
+412
| +2% | +$101K | 0.98% | 16 |
|
|
2020
Q1 | $4M | Buy |
16,612
+44
| +0.3% | +$10.6K | 1.14% | 13 |
|
|
2019
Q4 | $4.01M | Buy |
16,568
+1,453
| +10% | +$352K | 0.97% | 16 |
|
|
2019
Q3 | $3.52M | Sell |
15,115
-953
| -6% | -$222K | 1.17% | 15 |
|
|
2019
Q2 | $3.29M | Buy |
+16,068
| New | +$3.29M | 0.94% | 22 |
|