JWM
Jackson Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
26,125
-90,224
| -78% | -$6.26M | 0.2% | 76 |
|
|
2025
Q1 | $8.25M | Buy |
116,349
+3,701
| +3% | +$262K | 1% | 21 |
|
|
2024
Q4 | $8.08M | Buy |
112,648
+2,114
| +2% | +$152K | 0.92% | 27 |
|
|
2024
Q3 | $9.34M | Buy |
110,534
+48,786
| +79% | +$4.12M | 1.12% | 18 |
|
|
2024
Q2 | $4.37M | Sell |
61,748
-42,799
| -41% | -$3.03M | 0.94% | 28 |
|
|
2024
Q1 | $6.68M | Buy |
104,547
+29,195
| +39% | +$1.87M | 0.83% | 31 |
|
|
2023
Q4 | $4.58M | Sell |
75,352
-28,014
| -27% | -$1.7M | 0.6% | 40 |
|
|
2023
Q3 | $5.92M | Buy |
103,366
+3,926
| +4% | +$225K | 0.85% | 24 |
|
|
2023
Q2 | $7.38M | Buy |
+99,440
| New | +$7.38M | 1.08% | 20 |
|
|
2023
Q1 | – | Sell |
-98,435
| Closed | -$8.23M | – | 163 |
|
|
2022
Q4 | $8.23M | Sell |
98,435
-10,452
| -10% | -$874K | 3.02% | 4 |
|
|
2022
Q3 | $8.54M | Buy |
108,887
+64,049
| +143% | +$5.02M | 1.68% | 16 |
|
|
2022
Q2 | $3.47M | Sell |
44,838
-70,936
| -61% | -$5.49M | 1.61% | 15 |
|
|
2022
Q1 | $9.81M | Buy |
115,774
+43,380
| +60% | +$3.67M | 1.36% | 19 |
|
|
2021
Q4 | $6.76M | Buy |
72,394
+833
| +1% | +$77.8K | 0.86% | 36 |
|
|
2021
Q3 | $28K | Buy |
71,561
+52,510
| +276% | +$20.5K | 0.34% | 51 |
|
|
2021
Q2 | $1.4M | Sell |
19,051
-186
| -1% | -$13.6K | 0.18% | 94 |
|
|
2021
Q1 | $1.46M | Sell |
19,237
-347
| -2% | -$26.2K | 0.22% | 91 |
|
|
2020
Q4 | $1.51M | Buy |
19,584
+15,503
| +380% | +$1.2M | 0.21% | 97 |
|
|
2020
Q3 | $1.13M | Buy |
+4,081
| New | +$1.13M | 0.17% | 98 |
|
|
2020
Q1 | – | Sell |
-4,559
| Closed | -$1.2M | – | 142 |
|
|
2019
Q4 | $1.2M | Sell |
4,559
-188
| -4% | -$49.5K | 0.2% | 101 |
|
|
2019
Q3 | $1.1M | Buy |
+4,747
| New | +$1.1M | 0.23% | 90 |
|
|
2015
Q4 | – | Sell |
-2,872
| Closed | -$280K | – | 98 |
|
|
2015
Q3 | $280K | Buy |
+2,872
| New | +$280K | 0.1% | 90 |
|
|
2015
Q2 | – | Sell |
-1,936
| Closed | -$201K | – | 117 |
|
|
2015
Q1 | $201K | Buy |
+1,936
| New | +$201K | 0.06% | 111 |
|