Jeppson Wealth Management’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 | $589K | Buy |
8,488
+920
| +12% | +$63.9K | 0.2% | 107 |
|
|
2025
Q1 | $536K | Buy |
7,568
+1
| +0% | +$71 | 0.2% | 112 |
|
|
2024
Q4 | $542K | Buy |
7,567
+1
| +0% | +$72 | 0.2% | 119 |
|
|
2024
Q3 | $640K | Hold |
7,566
| – | – | 0.23% | 100 |
|
|
2024
Q2 | $536K | Buy |
7,566
+26
| +0.3% | +$1.84K | 0.2% | 109 |
|
|
2024
Q1 | $482K | Sell |
7,540
-279
| -4% | -$17.8K | 0.19% | 119 |
|
|
2023
Q4 | $475K | Sell |
7,819
-2,034
| -21% | -$124K | 0.2% | 113 |
|
|
2023
Q3 | $564K | Buy |
9,853
+1,895
| +24% | +$109K | 0.26% | 96 |
|
|
2023
Q2 | $590K | Sell |
7,958
-48
| -0.6% | -$3.56K | 0.26% | 94 |
|
|
2023
Q1 | $617K | Sell |
8,006
-52
| -0.6% | -$4.01K | 0.27% | 94 |
|
|
2022
Q4 | $674K | Sell |
8,058
-20
| -0.2% | -$1.67K | 0.28% | 80 |
|
|
2022
Q3 | $633K | Buy |
8,078
+600
| +8% | +$47K | 0.29% | 81 |
|
|
2022
Q2 | $579K | Sell |
7,478
-50
| -0.7% | -$3.87K | 0.25% | 90 |
|
|
2022
Q1 | $637K | Buy |
7,528
+73
| +1% | +$6.18K | 0.3% | 78 |
|
|
2021
Q4 | $696K | Sell |
7,455
-20
| -0.3% | -$1.87K | 0.34% | 70 |
|
|
2021
Q3 | $586K | Hold |
7,475
| – | – | 0.31% | 72 |
|
|
2021
Q2 | $547K | Sell |
7,475
-50
| -0.7% | -$3.66K | 0.3% | 76 |
|
|
2021
Q1 | $568K | Sell |
7,525
-100
| -1% | -$7.55K | 0.34% | 71 |
|
|
2020
Q4 | $588K | Sell |
7,625
-1,355
| -15% | -$104K | 0.39% | 64 |
|
|
2020
Q3 | $623K | Buy |
+8,980
| New | +$623K | 0.49% | 52 |
|