Heartwood Wealth Advisors’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 | $488K | Hold |
7,023
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $498K | Sell |
7,023
-47
| -0.7% | -$3.33K | 0.06% | 101 |
|
|
2024
Q4 | $507K | Buy |
7,070
+47
| +0.7% | +$3.37K | 0.06% | 96 |
|
|
2024
Q3 | $594K | Hold |
7,023
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $497K | Hold |
7,023
| – | – | 0.06% | 97 |
|
|
2024
Q1 | $449K | Hold |
7,023
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $427K | Sell |
7,023
-960
| -12% | -$58.3K | 0.06% | 89 |
|
|
2023
Q3 | $457K | Buy |
7,983
+301
| +4% | +$17.2K | 0.07% | 85 |
|
|
2023
Q2 | $570K | Hold |
7,682
| – | – | 0.08% | 77 |
|
|
2023
Q1 | $592K | Buy |
7,682
+188
| +3% | +$14.5K | 0.09% | 72 |
|
|
2022
Q4 | $626K | Buy |
7,494
+18
| +0.2% | +$1.51K | 0.1% | 74 |
|
|
2022
Q3 | $586K | Hold |
7,476
| – | – | 0.1% | 58 |
|
|
2022
Q2 | $579K | Buy |
7,476
+52
| +0.7% | +$4.03K | 0.1% | 62 |
|
|
2022
Q1 | $629K | Hold |
7,424
| – | – | 0.09% | 59 |
|
|
2021
Q4 | $693K | Hold |
7,424
| – | – | 0.1% | 53 |
|
|
2021
Q3 | $583K | Hold |
7,424
| – | – | 0.09% | 58 |
|
|
2021
Q2 | $544K | Hold |
7,424
| – | – | 0.08% | 59 |
|
|
2021
Q1 | $561K | Buy |
7,424
+772
| +12% | +$58.3K | 0.09% | 55 |
|
|
2020
Q4 | $513K | Hold |
6,652
| – | – | 0.08% | 52 |
|
|
2020
Q3 | $462K | Hold |
6,652
| – | – | 0.09% | 50 |
|
|
2020
Q2 | $399K | Hold |
6,652
| – | – | 0.08% | 53 |
|
|
2020
Q1 | $400K | Sell |
6,652
-744
| -10% | -$44.7K | 0.1% | 42 |
|
|
2019
Q4 | $448K | Buy |
+7,396
| New | +$448K | 0.09% | 52 |
|