Integrated Wealth Concepts’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 | $4.71M | Buy |
67,834
+1,562
| +2% | +$108K | 0.05% | 352 |
|
|
2025
Q1 | $4.7M | Sell |
66,272
-155
| -0.2% | -$11K | 0.05% | 328 |
|
|
2024
Q4 | $4.76M | Buy |
66,427
+21,964
| +49% | +$1.57M | 0.06% | 309 |
|
|
2024
Q3 | $3.76M | Sell |
44,463
-1,664
| -4% | -$141K | 0.05% | 354 |
|
|
2024
Q2 | $3.27M | Buy |
46,127
+2,782
| +6% | +$197K | 0.04% | 366 |
|
|
2024
Q1 | $2.77M | Buy |
43,345
+3,859
| +10% | +$247K | 0.04% | 406 |
|
|
2023
Q4 | $2.4M | Buy |
39,486
+7,248
| +22% | +$440K | 0.04% | 415 |
|
|
2023
Q3 | $1.85M | Sell |
32,238
-1,704
| -5% | -$97.6K | 0.03% | 481 |
|
|
2023
Q2 | $2.52M | Buy |
33,942
+6,048
| +22% | +$449K | 0.04% | 376 |
|
|
2023
Q1 | $2.15M | Sell |
27,894
-648
| -2% | -$49.9K | 0.04% | 382 |
|
|
2022
Q4 | $2.39M | Buy |
28,542
+714
| +3% | +$59.7K | 0.06% | 283 |
|
|
2022
Q3 | $2.18M | Buy |
27,828
+1,018
| +4% | +$79.8K | 0.07% | 261 |
|
|
2022
Q2 | $2.08M | Buy |
26,810
+796
| +3% | +$61.7K | 0.06% | 270 |
|
|
2022
Q1 | $2.2M | Buy |
26,014
+1,828
| +8% | +$155K | 0.07% | 241 |
|
|
2021
Q4 | $2.26M | Buy |
24,186
+1,664
| +7% | +$155K | 0.07% | 240 |
|
|
2021
Q3 | $1.77M | Buy |
22,522
+11,518
| +105% | +$904K | 0.06% | 265 |
|
|
2021
Q2 | $806K | Buy |
11,004
+2,230
| +25% | +$163K | 0.03% | 412 |
|
|
2021
Q1 | $663K | Buy |
8,774
+3,125
| +55% | +$236K | 0.03% | 405 |
|
|
2020
Q4 | $436K | Buy |
5,649
+1,089
| +24% | +$84.1K | 0.02% | 439 |
|
|
2020
Q3 | $317K | Buy |
4,560
+768
| +20% | +$53.4K | 0.02% | 443 |
|
|
2020
Q2 | $228K | Sell |
3,792
-132
| -3% | -$7.94K | 0.02% | 461 |
|
|
2020
Q1 | $236K | Sell |
3,924
-216
| -5% | -$13K | 0.02% | 357 |
|
|
2019
Q4 | $251K | Sell |
4,140
-5,200
| -56% | -$315K | 0.02% | 403 |
|
|
2019
Q3 | $544K | Buy |
9,340
+60
| +0.6% | +$3.5K | 0.06% | 189 |
|
|
2019
Q2 | $475K | Buy |
+9,280
| New | +$475K | 0.06% | 187 |
|