Keebeck 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 | $914K | Buy |
13,160
+13
| +0.1% | +$902 | 0.12% | 143 |
|
|
2025
Q1 | $932K | Buy |
13,147
+312
| +2% | +$22.1K | 0.14% | 133 |
|
|
2024
Q4 | $920K | Buy |
12,835
+100
| +0.8% | +$7.17K | 0.13% | 133 |
|
|
2024
Q3 | $1.08M | Sell |
12,735
-189
| -1% | -$16K | 0.16% | 130 |
|
|
2024
Q2 | $915K | Hold |
12,924
| – | – | 0.13% | 134 |
|
|
2024
Q1 | $826K | Buy |
12,924
+137
| +1% | +$8.76K | 0.12% | 146 |
|
|
2023
Q4 | $777K | Buy |
12,787
+38
| +0.3% | +$2.31K | 0.13% | 142 |
|
|
2023
Q3 | $730K | Buy |
12,749
+68
| +0.5% | +$3.9K | 0.13% | 139 |
|
|
2023
Q2 | $941K | Sell |
12,681
-900
| -7% | -$66.8K | 0.13% | 133 |
|
|
2023
Q1 | $1.05M | Sell |
13,581
-15
| -0.1% | -$1.16K | 0.17% | 112 |
|
|
2022
Q4 | $1.14M | Buy |
13,596
+85
| +0.6% | +$7.11K | 0.2% | 107 |
|
|
2022
Q3 | $1.06M | Buy |
13,511
+601
| +5% | +$47.1K | 0.2% | 107 |
|
|
2022
Q2 | $1M | Sell |
12,910
-206
| -2% | -$16K | 0.19% | 112 |
|
|
2022
Q1 | $1.11M | Buy |
13,116
+2
| +0% | +$169 | 0.18% | 112 |
|
|
2021
Q4 | $1.22M | Buy |
13,114
+369
| +3% | +$34.4K | 0.22% | 95 |
|
|
2021
Q3 | $1M | Sell |
12,745
-3,096
| -20% | -$243K | 0.2% | 103 |
|
|
2021
Q2 | $1.16M | Buy |
15,841
+2,084
| +15% | +$153K | 0.17% | 108 |
|
|
2021
Q1 | $1.04M | Buy |
13,757
+2
| +0% | +$151 | 0.16% | 105 |
|
|
2020
Q4 | $1.06M | Buy |
13,755
+1,295
| +10% | +$99.9K | 0.18% | 87 |
|
|
2020
Q3 | $864K | Sell |
12,460
-1,552
| -11% | -$108K | 0.18% | 87 |
|
|
2020
Q2 | $841K | Sell |
14,012
-14,672
| -51% | -$881K | 0.27% | 79 |
|
|
2020
Q1 | $1.73M | Sell |
28,684
-276
| -1% | -$16.6K | 0.72% | 30 |
|
|
2019
Q4 | $1.75M | Buy |
+28,960
| New | +$1.75M | 0.56% | 44 |
|