KWM
Kingsview 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 | $10.3M | Buy |
149,014
+3,684
| +3% | +$256K | 0.18% | 100 |
|
|
2025
Q1 | $10.3M | Sell |
145,330
-81,332
| -36% | -$5.77M | 0.19% | 109 |
|
|
2024
Q4 | $16.2M | Buy |
226,662
+79,937
| +54% | +$5.73M | 0.32% | 58 |
|
|
2024
Q3 | $12.4M | Sell |
146,725
-7,498
| -5% | -$634K | 0.26% | 72 |
|
|
2024
Q2 | $10.9M | Buy |
154,223
+10,393
| +7% | +$736K | 0.26% | 74 |
|
|
2024
Q1 | $9.19M | Sell |
143,830
-4,532
| -3% | -$290K | 0.23% | 90 |
|
|
2023
Q4 | $9.01M | Sell |
148,362
-188,538
| -56% | -$11.5M | 0.27% | 83 |
|
|
2023
Q3 | $19.3M | Buy |
336,900
+47,185
| +16% | +$2.7M | 0.69% | 23 |
|
|
2023
Q2 | $21.5M | Buy |
289,715
+8,478
| +3% | +$629K | 0.84% | 17 |
|
|
2023
Q1 | $21.7M | Buy |
281,237
+23,359
| +9% | +$1.8M | 0.91% | 16 |
|
|
2022
Q4 | $21.6M | Buy |
257,878
+4,554
| +2% | +$381K | 0.94% | 17 |
|
|
2022
Q3 | $19.9M | Buy |
253,324
+97,781
| +63% | +$7.67M | 0.94% | 13 |
|
|
2022
Q2 | $12M | Sell |
155,543
-111,595
| -42% | -$8.64M | 0.58% | 32 |
|
|
2022
Q1 | $22.6M | Buy |
267,138
+91,432
| +52% | +$7.75M | 1% | 11 |
|
|
2021
Q4 | $16.4M | Buy |
175,706
+28,250
| +19% | +$2.64M | 0.68% | 21 |
|
|
2021
Q3 | $11.6M | Buy |
147,456
+1,156
| +0.8% | +$90.8K | 0.55% | 32 |
|
|
2021
Q2 | $10.9M | Buy |
146,300
+1,783
| +1% | +$132K | 0.54% | 31 |
|
|
2021
Q1 | $11M | Buy |
144,517
+4,040
| +3% | +$306K | 0.62% | 29 |
|
|
2020
Q4 | $10.8M | Buy |
140,477
+105,236
| +299% | +$8.12M | 0.78% | 21 |
|
|
2020
Q3 | $9.78M | Sell |
35,241
-400
| -1% | -$111K | 0.88% | 16 |
|
|
2020
Q2 | $8.56M | Sell |
35,641
-83
| -0.2% | -$19.9K | 0.86% | 16 |
|
|
2020
Q1 | $8.6M | Buy |
35,724
+2,520
| +8% | +$606K | 1.16% | 12 |
|
|
2019
Q4 | $8.04M | Buy |
33,204
+1,098
| +3% | +$266K | 1.01% | 12 |
|
|
2019
Q3 | $7.48M | Buy |
32,106
+1,281
| +4% | +$298K | 1.18% | 10 |
|
|
2019
Q2 | $6.32M | Sell |
30,825
-1,391
| -4% | -$285K | 1.06% | 14 |
|
|
2019
Q1 | $6.23M | Buy |
32,216
+2,373
| +8% | +$459K | 0.95% | 16 |
|
|
2018
Q4 | $5.19M | Buy |
29,843
+2,551
| +9% | +$443K | 1.13% | 12 |
|
|
2018
Q3 | $4.57M | Buy |
27,292
+436
| +2% | +$73.1K | 0.93% | 18 |
|
|
2018
Q2 | $4.49M | Hold |
26,856
| – | – | 1.07% | 14 |
|
|
2018
Q1 | $4.39M | Buy |
26,856
+24,082
| +868% | +$3.93M | 1.09% | 16 |
|
|
2017
Q4 | $433K | Buy |
+2,774
| New | +$433K | 0.15% | 186 |
|