JWCA
J.W. Cole Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
166,571
+4,908
| +3% | +$341K | 0.25% | 77 |
|
|
2025
Q1 | $11.5M | Buy |
161,663
+111,313
| +221% | +$7.89M | 0.36% | 52 |
|
|
2024
Q4 | $3.61M | Buy |
50,350
+891
| +2% | +$63.9K | 0.15% | 142 |
|
|
2024
Q3 | $4.18M | Sell |
49,459
-1,086
| -2% | -$91.8K | 0.18% | 129 |
|
|
2024
Q2 | $3.58M | Buy |
50,545
+9,926
| +24% | +$703K | 0.17% | 130 |
|
|
2024
Q1 | $2.59M | Buy |
40,619
+3,085
| +8% | +$197K | 0.13% | 167 |
|
|
2023
Q4 | $2.28M | Buy |
37,534
+1,477
| +4% | +$89.7K | 0.13% | 175 |
|
|
2023
Q3 | $2.07M | Sell |
36,057
-1,435
| -4% | -$82.2K | 0.15% | 155 |
|
|
2023
Q2 | $2.78M | Sell |
37,492
-7,670
| -17% | -$569K | 0.2% | 123 |
|
|
2023
Q1 | $3.48M | Buy |
45,162
+901
| +2% | +$69.5K | 0.25% | 99 |
|
|
2022
Q4 | $3.7M | Sell |
44,261
-1,190
| -3% | -$99.5K | 0.28% | 82 |
|
|
2022
Q3 | $3.56M | Sell |
45,451
-1,383
| -3% | -$108K | 0.3% | 80 |
|
|
2022
Q2 | $3.63M | Sell |
46,834
-19
| -0% | -$1.47K | 0.29% | 81 |
|
|
2022
Q1 | $3.97M | Buy |
46,853
+2,049
| +5% | +$174K | 0.27% | 87 |
|
|
2021
Q4 | $4.18M | Buy |
44,804
+495
| +1% | +$46.2K | 0.27% | 83 |
|
|
2021
Q3 | $3.48M | Buy |
44,309
+8,069
| +22% | +$634K | 0.25% | 65 |
|
|
2021
Q2 | $2.66M | Buy |
36,240
+1,146
| +3% | +$84K | 0.21% | 112 |
|
|
2021
Q1 | $2.65M | Buy |
35,094
+2,604
| +8% | +$197K | 0.26% | 93 |
|
|
2020
Q4 | $2.51M | Sell |
32,490
-4,112
| -11% | -$317K | 0.26% | 91 |
|
|
2020
Q3 | $10.2M | Buy |
36,602
+27,366
| +296% | +$7.6M | 0.78% | 16 |
|
|
2020
Q2 | $2.22M | Buy |
9,236
+6,884
| +293% | +$1.65M | 0.33% | 90 |
|
|
2020
Q1 | $566K | Sell |
2,352
-10,118
| -81% | -$2.43M | 1.09% | 23 |
|
|
2019
Q4 | $3.02M | Buy |
+12,470
| New | +$3.02M | 0.38% | 62 |
|