HighMark 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 | $11K | Hold |
159
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $11.3K | Buy |
159
+18
| +13% | +$1.28K | 0.01% | 265 |
|
|
2024
Q4 | $10.1K | Sell |
141
-33
| -19% | -$2.37K | 0.01% | 285 |
|
|
2024
Q3 | $14.7K | Sell |
174
-51
| -23% | -$4.31K | 0.01% | 241 |
|
|
2024
Q2 | $15.9K | Buy |
225
+22
| +11% | +$1.56K | 0.01% | 222 |
|
|
2024
Q1 | $16K | Buy |
203
+40
| +25% | +$3.15K | 0.01% | 225 |
|
|
2023
Q4 | $9.9K | Hold |
163
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $9.34K | Hold |
163
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $12.1K | Buy |
163
+4
| +3% | +$297 | 0.01% | 238 |
|
|
2023
Q1 | $12.3K | Hold |
159
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $13.3K | Buy |
159
+16
| +11% | +$1.34K | 0.01% | 214 |
|
|
2022
Q3 | $11K | Sell |
143
-4
| -3% | -$308 | 0.01% | 233 |
|
|
2022
Q2 | $11K | Buy |
147
+30
| +26% | +$2.25K | 0.01% | 233 |
|
|
2022
Q1 | $10K | Buy |
117
+12
| +11% | +$1.03K | 0.01% | 265 |
|
|
2021
Q4 | $10K | Hold |
105
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $8K | Sell |
105
-9
| -8% | -$686 | 0.01% | 287 |
|
|
2021
Q2 | $8K | Sell |
114
-21
| -16% | -$1.47K | 0.01% | 289 |
|
|
2021
Q1 | $10K | Sell |
135
-57
| -30% | -$4.22K | 0.01% | 236 |
|
|
2020
Q4 | $15K | Hold |
192
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $13K | Hold |
192
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $12K | Sell |
192
-8
| -4% | -$500 | 0.01% | 178 |
|
|
2020
Q1 | $12K | Sell |
200
-116
| -37% | -$6.96K | 0.01% | 142 |
|
|
2019
Q4 | $19K | Buy |
+316
| New | +$19K | 0.02% | 136 |
|