J.W. Coons Advisors’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 | $2.96M | Sell |
42,662
-400
| -0.9% | -$27.8K | 0.67% | 46 |
|
|
2025
Q1 | $3.05M | Buy |
43,062
+750
| +2% | +$53.2K | 0.81% | 36 |
|
|
2024
Q4 | $3.03M | Sell |
42,312
-272
| -0.6% | -$19.5K | 0.78% | 37 |
|
|
2024
Q3 | $3.6M | Hold |
42,584
| – | – | 0.9% | 31 |
|
|
2024
Q2 | $3.02M | Hold |
42,584
| – | – | 0.73% | 33 |
|
|
2024
Q1 | $2.72M | Sell |
42,584
-200
| -0.5% | -$12.8K | 0.62% | 40 |
|
|
2023
Q4 | $2.6M | Sell |
42,784
-990
| -2% | -$60.1K | 0.7% | 38 |
|
|
2023
Q3 | $2.51M | Sell |
43,774
-2,200
| -5% | -$126K | 0.72% | 37 |
|
|
2023
Q2 | $3.41M | Hold |
45,974
| – | – | 0.93% | 26 |
|
|
2023
Q1 | $3.54M | Sell |
45,974
-200
| -0.4% | -$15.4K | 1.02% | 25 |
|
|
2022
Q4 | $3.86M | Buy |
46,174
+8,400
| +22% | +$702K | 1.15% | 20 |
|
|
2022
Q3 | $2.96M | Buy |
37,774
+1,000
| +3% | +$78.4K | 1.12% | 20 |
|
|
2022
Q2 | $2.85M | Hold |
36,774
| – | – | 1.01% | 24 |
|
|
2022
Q1 | $3.14M | Buy |
36,774
+3,200
| +10% | +$273K | 0.93% | 26 |
|
|
2021
Q4 | $3.14M | Buy |
33,574
+1,322
| +4% | +$123K | 0.95% | 25 |
|
|
2021
Q3 | $2.53M | Sell |
32,252
-11,950
| -27% | -$938K | 0.87% | 32 |
|
|
2021
Q2 | $3.24M | Sell |
44,202
-1,044
| -2% | -$76.5K | 1.15% | 16 |
|
|
2021
Q1 | $3.42M | Hold |
45,246
| – | – | 1.23% | 17 |
|
|
2020
Q4 | $3.49M | Sell |
45,246
-50
| -0.1% | -$3.86K | 1.34% | 14 |
|
|
2020
Q3 | $3.14M | Hold |
45,296
| – | – | 1.31% | 16 |
|
|
2020
Q2 | $2.72M | Buy |
45,296
+1,596
| +4% | +$95.8K | 1.21% | 21 |
|
|
2020
Q1 | $2.63M | Buy |
+43,700
| New | +$2.63M | 1.38% | 13 |
|