JWM
Janiczek Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $253K | Sell |
3,567
-130
| -4% | -$9.21K | 0.05% | 153 |
|
|
2024
Q1 | $236K | Sell |
3,697
-308
| -8% | -$19.7K | 0.05% | 166 |
|
|
2023
Q4 | $243K | Buy |
4,005
+1,981
| +98% | +$120K | 0.06% | 134 |
|
|
2023
Q3 | $116K | Buy |
2,024
+380
| +23% | +$21.8K | 0.03% | 226 |
|
|
2023
Q2 | $122K | Buy |
1,644
+34
| +2% | +$2.52K | 0.03% | 191 |
|
|
2023
Q1 | $126K | Sell |
1,610
-188
| -10% | -$14.7K | 0.04% | 179 |
|
|
2022
Q4 | $153K | Buy |
1,798
+850
| +90% | +$72.3K | 0.04% | 156 |
|
|
2022
Q3 | $73K | Buy |
948
+185
| +24% | +$14.2K | 0.02% | 253 |
|
|
2022
Q2 | $64K | Buy |
763
+82
| +12% | +$6.88K | 0.02% | 270 |
|
|
2022
Q1 | $58K | Buy |
681
+89
| +15% | +$7.58K | 0.02% | 282 |
|
|
2021
Q4 | $55K | Buy |
592
+116
| +24% | +$10.8K | 0.02% | 293 |
|
|
2021
Q3 | $37K | Buy |
476
+1
| +0.2% | +$78 | 0.01% | 342 |
|
|
2021
Q2 | $35K | Sell |
475
-166
| -26% | -$12.2K | 0.01% | 322 |
|
|
2021
Q1 | $48K | Sell |
641
-46
| -7% | -$3.45K | 0.02% | 236 |
|
|
2020
Q4 | $53K | Buy |
687
+638
| +1,302% | +$49.2K | 0.03% | 195 |
|
|
2020
Q3 | $14K | Buy |
49
+36
| +277% | +$10.3K | 0.01% | 193 |
|
|
2020
Q2 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 247 |
|