Journey Advisory Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.33M | Sell |
68,203
-2,017
| -3% | -$179K | 0.54% | 52 |
|
|
2025
Q4 | $5.64M | Sell |
70,220
-3,826
| -5% | -$317K | 0.47% | 63 |
|
|
2025
Q3 | $5.59M | Buy |
74,046
+2,567
| +4% | +$188K | 0.41% | 64 |
|
|
2025
Q2 | $4.96M | Sell |
71,479
-4,246
| -6% | -$295K | 0.39% | 65 |
|
|
2025
Q1 | $5.37M | Sell |
75,725
-1,214
| -2% | -$85.7K | 0.44% | 61 |
|
|
2024
Q4 | $5.45M | Hold |
76,939
| – | – | 0.65% | 41 |
|
|
2024
Q3 | $5.45M | Sell |
76,939
-279
| -0.4% | -$21.8K | 0.65% | 41 |
|
|
2024
Q2 | $5.47M | Buy |
77,218
+1,480
| +2% | +$105K | 0.65% | 41 |
|
|
2024
Q1 | $4.84M | Sell |
75,738
-35
| -0% | -$2.05K | 0.6% | 46 |
|
|
2023
Q4 | $4.6M | Sell |
75,773
-3,033
| -4% | -$173K | 0.63% | 44 |
|
|
2023
Q3 | $4.51M | Sell |
78,806
-6,072
| -7% | -$420K | 0.67% | 43 |
|
|
2023
Q2 | $6.3M | Sell |
84,878
-1,130
| -1% | -$85.5K | 0.94% | 31 |
|
|
2023
Q1 | $6.63M | Buy |
86,008
+393
| +0.5% | +$30.2K | 1.04% | 23 |
|
|
2022
Q4 | $7.16M | Buy |
85,615
+560
| +0.7% | +$45.2K | 1.78% | 9 |
|
|
2022
Q3 | $6.67M | Buy |
85,055
+6,347
| +8% | +$538K | 1.7% | 10 |
|
|
2022
Q2 | $6.71M | Buy |
78,708
+8,363
| +12% | +$637K | 1.54% | 12 |
|
|
2022
Q1 | $5.96M | Buy |
70,345
+9,695
| +16% | +$777K | 1.51% | 12 |
|
|
2021
Q4 | $5.66M | Buy |
60,650
+3,533
| +6% | +$305K | 1.56% | 12 |
|
|
2021
Q3 | $4.49M | Buy |
57,117
+1,049
| +2% | +$84.6K | 1.45% | 15 |
|
|
2021
Q2 | $4.11M | Buy |
56,068
+1,647
| +3% | +$124K | 1.31% | 16 |
|
|
2021
Q1 | $4.12M | Buy |
54,421
+1,632
| +3% | +$127K | 1.44% | 15 |
|
|
2020
Q4 | $4.07M | Buy |
+52,789
| New | +$3.95M | 1.52% | 14 |
|
Other funds holding NEE
VCM
VPM
