Laurel Wealth Advisors (North Carolina)’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 | $315K | Buy |
21,805
+21,490
| +6,822% | +$310K | ﹤0.01% | 387 |
|
|
2025
Q1 | $22.3K | Hold |
315
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $22.5K | Hold |
315
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $26.5K | Buy |
315
+245
| +350% | +$20.6K | ﹤0.01% | 375 |
|
|
2024
Q2 | $4.89K | Hold |
70
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $4.41K | Hold |
70
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $4.2K | Hold |
70
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $3.96K | Hold |
70
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $5.12K | Hold |
70
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $5.32K | Hold |
70
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $5.77K | Buy |
70
+1
| +1% | +$82 | ﹤0.01% | 417 |
|
|
2022
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 448 |
|
|
2022
Q1 | $6K | Buy |
69
+1
| +1% | +$87 | ﹤0.01% | 457 |
|
|
2021
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 547 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$15K | – | 670 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2020
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 343 |
|
|
2019
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 366 |
|