KWMG
King Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
4,695
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $333K | Buy |
4,695
+71
| +2% | +$5.04K | 0.05% | 118 |
|
|
2024
Q4 | $331K | Buy |
4,624
+56
| +1% | +$4.01K | 0.05% | 114 |
|
|
2024
Q3 | $386K | Hold |
4,568
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $323K | Hold |
4,568
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $292K | Sell |
4,568
-111
| -2% | -$7.1K | 0.05% | 116 |
|
|
2023
Q4 | $284K | Hold |
4,679
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $268K | Buy |
4,679
+55
| +1% | +$3.15K | 0.06% | 120 |
|
|
2023
Q2 | $343K | Buy |
4,624
+56
| +1% | +$4.15K | 0.07% | 101 |
|
|
2023
Q1 | $352K | Hold |
4,568
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $382K | Hold |
4,568
| – | – | 0.09% | 98 |
|
|
2022
Q3 | $358K | Hold |
4,568
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $354K | Hold |
4,568
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $387K | Hold |
4,568
| – | – | 0.08% | 109 |
|
|
2021
Q4 | $426K | Hold |
4,568
| – | – | 0.08% | 109 |
|
|
2021
Q3 | $359K | Hold |
4,568
| – | – | 0.07% | 122 |
|
|
2021
Q2 | $335K | Hold |
4,568
| – | – | 0.07% | 130 |
|
|
2021
Q1 | $345K | Hold |
4,568
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $352K | Buy |
4,568
+3,426
| +300% | +$264K | 0.08% | 116 |
|
|
2020
Q3 | $317K | Hold |
1,142
| – | – | 0.08% | 117 |
|
|
2020
Q2 | $274K | Hold |
1,142
| – | – | 0.08% | 119 |
|
|
2020
Q1 | $275K | Hold |
1,142
| – | – | 0.12% | 103 |
|
|
2019
Q4 | $277K | Hold |
1,142
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $266K | Hold |
1,142
| – | – | 0.08% | 112 |
|
|
2019
Q2 | $234K | Hold |
1,142
| – | – | 0.07% | 120 |
|
|
2019
Q1 | $221K | Buy |
+1,142
| New | +$221K | 0.07% | 124 |
|
|
2014
Q1 | – | Sell |
-10,461
| Closed | -$896K | – | 105 |
|
|
2013
Q4 | $896K | Hold |
10,461
| – | – | 0.51% | 53 |
|
|
2013
Q3 | $839K | Hold |
10,461
| – | – | 0.55% | 47 |
|
|
2013
Q2 | $852K | Buy |
+10,461
| New | +$852K | 0.59% | 44 |
|