JWM
JGP 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 | $11.9M | Buy |
170,889
+30
| +0% | +$2.08K | 1.44% | 18 |
|
|
2025
Q1 | $12.1M | Sell |
170,859
-7,080
| -4% | -$502K | 1.59% | 16 |
|
|
2024
Q4 | $12.8M | Buy |
177,939
+2,343
| +1% | +$168K | 1.65% | 19 |
|
|
2024
Q3 | $14.8M | Sell |
175,596
-853
| -0.5% | -$72.1K | 1.91% | 14 |
|
|
2024
Q2 | $12.5M | Sell |
176,449
-1,204
| -0.7% | -$85.3K | 1.78% | 17 |
|
|
2024
Q1 | $11.4M | Sell |
177,653
-50,964
| -22% | -$3.26M | 1.65% | 22 |
|
|
2023
Q4 | $13.9M | Buy |
228,617
+80,185
| +54% | +$4.87M | 2.06% | 16 |
|
|
2023
Q3 | $8.5M | Sell |
148,432
-32,433
| -18% | -$1.86M | 1.43% | 29 |
|
|
2023
Q2 | $13.4M | Buy |
180,865
+5,612
| +3% | +$416K | 2.19% | 13 |
|
|
2023
Q1 | $13.5M | Buy |
175,253
+3,348
| +2% | +$258K | 2.37% | 7 |
|
|
2022
Q4 | $14.4M | Buy |
171,905
+4,343
| +3% | +$363K | 2.64% | 6 |
|
|
2022
Q3 | $12.9M | Buy |
167,562
+3,440
| +2% | +$264K | 2.7% | 6 |
|
|
2022
Q2 | $13.1M | Buy |
164,122
+6,347
| +4% | +$505K | 2.64% | 6 |
|
|
2022
Q1 | $13.6M | Buy |
157,775
+8,943
| +6% | +$770K | 2.51% | 6 |
|
|
2021
Q4 | $13.4M | Buy |
148,832
+7,950
| +6% | +$713K | 2.49% | 9 |
|
|
2021
Q3 | $11.1M | Buy |
140,882
+2,762
| +2% | +$217K | 2.39% | 9 |
|
|
2021
Q2 | $10.1M | Buy |
138,120
+26,519
| +24% | +$1.94M | 2.18% | 12 |
|
|
2021
Q1 | $8.44M | Buy |
111,601
+871
| +0.8% | +$65.9K | 1.89% | 13 |
|
|
2020
Q4 | $9.19M | Buy |
110,730
+83,457
| +306% | +$6.93M | 2.13% | 9 |
|
|
2020
Q3 | $8.1M | Buy |
27,273
+193
| +0.7% | +$57.3K | 2.15% | 9 |
|
|
2020
Q2 | $6.86M | Buy |
27,080
+473
| +2% | +$120K | 2.02% | 10 |
|
|
2020
Q1 | $6.21M | Sell |
26,607
-1,635
| -6% | -$382K | 2.2% | 9 |
|
|
2019
Q4 | $6.82M | Buy |
28,242
+1,469
| +5% | +$355K | 2.02% | 10 |
|
|
2019
Q3 | $6.13M | Buy |
26,773
+147
| +0.6% | +$33.7K | 2.13% | 8 |
|
|
2019
Q2 | $5.46M | Buy |
26,626
+193
| +0.7% | +$39.5K | 1.93% | 9 |
|
|
2019
Q1 | $5.11M | Sell |
26,433
-892
| -3% | -$172K | 1.94% | 10 |
|
|
2018
Q4 | $4.75M | Buy |
27,325
+404
| +2% | +$70.2K | 1.96% | 11 |
|
|
2018
Q3 | $4.54M | Sell |
26,921
-258
| -0.9% | -$43.5K | 1.82% | 13 |
|
|
2018
Q2 | $4.54M | Buy |
+27,179
| New | +$4.54M | 1.89% | 7 |
|