JWA
JFS Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
4,257
-552
| -11% | -$38.3K | 0.02% | 260 |
|
|
2025
Q1 | $341K | Buy |
4,809
+221
| +5% | +$15.7K | 0.02% | 241 |
|
|
2024
Q4 | $329K | Buy |
4,588
+200
| +5% | +$14.3K | 0.02% | 238 |
|
|
2024
Q3 | $371K | Buy |
4,388
+1,243
| +40% | +$105K | 0.02% | 222 |
|
|
2024
Q2 | $223K | Sell |
3,145
-161
| -5% | -$11.4K | 0.02% | 232 |
|
|
2024
Q1 | $211K | Sell |
3,306
-178
| -5% | -$11.4K | 0.02% | 241 |
|
|
2023
Q4 | $212K | Buy |
3,484
+124
| +4% | +$7.53K | 0.02% | 229 |
|
|
2023
Q3 | $193K | Sell |
3,360
-362
| -10% | -$20.7K | 0.02% | 227 |
|
|
2023
Q2 | $276K | Buy |
3,722
+131
| +4% | +$9.72K | 0.02% | 187 |
|
|
2023
Q1 | $277K | Sell |
3,591
-209
| -6% | -$16.1K | 0.03% | 182 |
|
|
2022
Q4 | $318K | Sell |
3,800
-162
| -4% | -$13.5K | 0.03% | 174 |
|
|
2022
Q3 | $311K | Buy |
3,962
+213
| +6% | +$16.7K | 0.03% | 176 |
|
|
2022
Q2 | $290K | Sell |
3,749
-89
| -2% | -$6.89K | 0.03% | 177 |
|
|
2022
Q1 | $325K | Buy |
3,838
+156
| +4% | +$13.2K | 0.03% | 186 |
|
|
2021
Q4 | $344K | Buy |
3,682
+107
| +3% | +$10K | 0.03% | 183 |
|
|
2021
Q3 | $281K | Buy |
3,575
+1,578
| +79% | +$124K | 0.03% | 190 |
|
|
2021
Q2 | $146K | Sell |
1,997
-2,004
| -50% | -$147K | 0.02% | 192 |
|
|
2021
Q1 | $303K | Buy |
4,001
+37
| +0.9% | +$2.8K | 0.06% | 123 |
|
|
2020
Q4 | $306K | Buy |
3,964
+2,973
| +300% | +$230K | 0.06% | 121 |
|
|
2020
Q3 | $275K | Hold |
991
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $238K | Hold |
991
| – | – | 0.06% | 124 |
|
|
2020
Q1 | $238K | Buy |
991
+207
| +26% | +$49.7K | 0.07% | 116 |
|
|
2019
Q4 | $190K | Hold |
784
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $183K | Buy |
784
+7
| +0.9% | +$1.63K | 0.05% | 148 |
|
|
2019
Q2 | $159K | Hold |
777
| – | – | 0.04% | 155 |
|
|
2019
Q1 | $150K | Hold |
777
| – | – | 0.04% | 152 |
|
|
2018
Q4 | $135K | Hold |
777
| – | – | 0.04% | 156 |
|
|
2018
Q3 | $130K | Hold |
777
| – | – | 0.03% | 172 |
|
|
2018
Q2 | $130K | Buy |
777
+77
| +11% | +$12.9K | 0.03% | 169 |
|
|
2018
Q1 | $114K | Hold |
700
| – | – | 0.03% | 185 |
|
|
2017
Q4 | $109K | Hold |
700
| – | – | 0.03% | 194 |
|
|
2017
Q3 | $103K | Hold |
700
| – | – | 0.03% | 182 |
|
|
2017
Q2 | $98K | Hold |
700
| – | – | 0.03% | 174 |
|
|
2017
Q1 | $84K | Hold |
700
| – | – | 0.02% | 182 |
|
|
2016
Q4 | $84K | Hold |
700
| – | – | 0.02% | 182 |
|
|
2016
Q3 | $86K | Sell |
700
-4,600
| -87% | -$565K | 0.02% | 194 |
|
|
2016
Q2 | $691K | Buy |
5,300
+3,300
| +165% | +$430K | 0.19% | 80 |
|
|
2016
Q1 | $237K | Hold |
2,000
| – | – | 0.07% | 117 |
|
|
2015
Q4 | $208K | Sell |
2,000
-100
| -5% | -$10.4K | 0.06% | 131 |
|
|
2015
Q3 | $205K | Buy |
+2,100
| New | +$205K | 0.09% | 99 |
|
|
2014
Q2 | – | Sell |
-2,112
| Closed | -$202K | – | 487 |
|
|
2014
Q1 | $202K | Buy |
+2,112
| New | +$202K | 0.11% | 108 |
|