HWMG
Hurlow Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
7,059
+2
| +0% | +$139 | 0.14% | 64 |
|
|
2025
Q1 | $500K | Buy |
7,057
+2
| +0% | +$142 | 0.16% | 61 |
|
|
2024
Q4 | $506K | Sell |
7,055
-1
| -0% | -$72 | 0.16% | 62 |
|
|
2024
Q3 | $596K | Buy |
7,056
+2
| +0% | +$169 | 0.19% | 56 |
|
|
2024
Q2 | $499K | Sell |
7,054
-190
| -3% | -$13.5K | 0.17% | 62 |
|
|
2024
Q1 | $463K | Sell |
7,244
-52
| -0.7% | -$3.32K | 0.16% | 67 |
|
|
2023
Q4 | $443K | Sell |
7,296
-287
| -4% | -$17.4K | 0.17% | 66 |
|
|
2023
Q3 | $434K | Sell |
7,583
-9
| -0.1% | -$516 | 0.19% | 65 |
|
|
2023
Q2 | $563K | Buy |
7,592
+4
| +0.1% | +$297 | 0.24% | 52 |
|
|
2023
Q1 | $585K | Sell |
7,588
-12
| -0.2% | -$925 | 0.27% | 48 |
|
|
2022
Q4 | $635K | Buy |
7,600
+42
| +0.6% | +$3.51K | 0.33% | 46 |
|
|
2022
Q3 | $593K | Sell |
7,558
-222
| -3% | -$17.4K | 0.35% | 43 |
|
|
2022
Q2 | $603K | Hold |
7,780
| – | – | 0.35% | 42 |
|
|
2022
Q1 | $659K | Sell |
7,780
-1,251
| -14% | -$106K | 0.4% | 37 |
|
|
2021
Q4 | $730K | Hold |
9,031
| – | – | 0.57% | 29 |
|
|
2021
Q3 | $709K | Hold |
9,031
| – | – | 0.42% | 34 |
|
|
2021
Q2 | $662K | Sell |
9,031
-861
| -9% | -$63.1K | 0.44% | 37 |
|
|
2021
Q1 | $748K | Buy |
9,892
+61
| +0.6% | +$4.61K | 0.54% | 33 |
|
|
2020
Q4 | $758K | Buy |
9,831
+7,539
| +329% | +$581K | 0.6% | 29 |
|
|
2020
Q3 | $636K | Sell |
2,292
-50
| -2% | -$13.9K | 0.58% | 30 |
|
|
2020
Q2 | $600K | Sell |
2,342
-5
| -0.2% | -$1.28K | 0.58% | 30 |
|
|
2020
Q1 | $557K | Sell |
2,347
-23
| -1% | -$5.46K | 0.6% | 33 |
|
|
2019
Q4 | $595K | Sell |
2,370
-17
| -0.7% | -$4.27K | 0.58% | 35 |
|
|
2019
Q3 | $546K | Sell |
2,387
-12
| -0.5% | -$2.75K | 0.58% | 38 |
|
|
2019
Q2 | $504K | Sell |
2,399
-50
| -2% | -$10.5K | 0.53% | 42 |
|
|
2019
Q1 | $476K | Sell |
2,449
-27
| -1% | -$5.25K | 0.51% | 42 |
|
|
2018
Q4 | $427K | Buy |
+2,476
| New | +$427K | 0.52% | 40 |
|