IWA
IBEX 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 | $362K | Sell |
5,210
-101,031
| -95% | -$7.01M | 0.04% | 160 |
|
|
2025
Q1 | $7.53M | Sell |
106,241
-135
| -0.1% | -$9.57K | 1% | 33 |
|
|
2024
Q4 | $7.63M | Buy |
106,376
+99,326
| +1,409% | +$7.12M | 0.9% | 29 |
|
|
2024
Q3 | $3.49M | Sell |
7,050
-87,816
| -93% | -$43.5M | 0.96% | 42 |
|
|
2024
Q2 | $6.72M | Sell |
94,866
-7,479
| -7% | -$530K | 1.05% | 27 |
|
|
2024
Q1 | $8.56M | Buy |
102,345
+102,262
| +123,207% | +$8.55M | 2.32% | 12 |
|
|
2023
Q4 | $5.06K | Sell |
83
-49,183
| -100% | -$3M | 1.1% | 36 |
|
|
2023
Q3 | $2.82M | Buy |
+49,266
| New | +$2.82M | 0.72% | 47 |
|
|
2023
Q1 | $3.94M | Sell |
51,174
-51,171
| -50% | -$3.94M | 1.02% | 35 |
|
|
2022
Q4 | $8.56M | Sell |
102,345
-5,161
| -5% | -$431K | 1.93% | 13 |
|
|
2022
Q3 | $8.43M | Buy |
107,506
+11,741
| +12% | +$921K | 2.19% | 11 |
|
|
2022
Q2 | $7.42M | Buy |
95,765
+748
| +0.8% | +$57.9K | 1.71% | 11 |
|
|
2022
Q1 | $8.05M | Buy |
95,017
+4,063
| +4% | +$344K | 1.54% | 13 |
|
|
2021
Q4 | $8.49M | Buy |
90,954
+1,275
| +1% | +$119K | 1.5% | 12 |
|
|
2021
Q3 | $7.04M | Buy |
89,679
+678
| +0.8% | +$53.2K | 1.36% | 14 |
|
|
2021
Q2 | $6.52M | Buy |
89,001
+1,117
| +1% | +$81.9K | 1.3% | 15 |
|
|
2021
Q1 | $6.65M | Buy |
87,884
+757
| +0.9% | +$57.2K | 1.64% | 13 |
|
|
2020
Q4 | $6.72M | Buy |
87,127
+65,733
| +307% | +$5.07M | 1.76% | 12 |
|
|
2020
Q3 | $5.94M | Sell |
21,394
-133
| -0.6% | -$36.9K | 1.72% | 14 |
|
|
2020
Q2 | $5.17M | Sell |
21,527
-416
| -2% | -$99.9K | 1.66% | 14 |
|
|
2020
Q1 | $5.28M | Sell |
21,943
-11,102
| -34% | -$2.67M | 2.06% | 8 |
|
|
2019
Q4 | $8M | Buy |
33,045
+333
| +1% | +$80.6K | 2.45% | 6 |
|
|
2019
Q3 | $7.62M | Sell |
32,712
-82
| -0.3% | -$19.1K | 2.53% | 6 |
|
|
2019
Q2 | $6.72M | Buy |
32,794
+312
| +1% | +$63.9K | 1.94% | 7 |
|
|
2019
Q1 | $6.28M | Buy |
32,482
+1,939
| +6% | +$375K | 2.2% | 5 |
|
|
2018
Q4 | $5.31M | Buy |
30,543
+274
| +0.9% | +$47.6K | 2.42% | 6 |
|
|
2018
Q3 | $5.05M | Buy |
+30,269
| New | +$5.05M | 1.81% | 15 |
|
|
2016
Q4 | – | Sell |
-15,499
| Closed | -$1.9M | – | 460 |
|
|
2016
Q3 | $1.9M | Buy |
+15,499
| New | +$1.9M | 1.04% | 35 |
|