LWM
Liberty 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 | $248K | Buy |
3,576
+24
| +0.7% | +$1.67K | 0.04% | 191 |
|
|
2025
Q1 | $252K | Sell |
3,552
-749
| -17% | -$53.1K | 0.05% | 133 |
|
|
2024
Q4 | $308K | Sell |
4,301
-292
| -6% | -$20.9K | 0.05% | 159 |
|
|
2024
Q3 | $388K | Sell |
4,593
-5,523
| -55% | -$467K | 0.07% | 138 |
|
|
2024
Q2 | $311K | Buy |
10,116
+6,213
| +159% | +$191K | 0.06% | 153 |
|
|
2024
Q1 | $249K | Buy |
3,903
+23
| +0.6% | +$1.47K | 0.05% | 158 |
|
|
2023
Q4 | $236K | Buy |
3,880
+6
| +0.2% | +$365 | 0.05% | 146 |
|
|
2023
Q3 | $222K | Sell |
3,874
-12
| -0.3% | -$688 | 0.06% | 158 |
|
|
2023
Q2 | $288K | Buy |
3,886
+37
| +1% | +$2.75K | 0.07% | 141 |
|
|
2023
Q1 | $297K | Buy |
+3,849
| New | +$297K | 0.06% | 177 |
|
|
2022
Q3 | $248K | Buy |
3,170
+132
| +4% | +$10.3K | 0.07% | 129 |
|
|
2022
Q2 | $235K | Sell |
3,038
-247
| -8% | -$19.1K | 0.1% | 126 |
|
|
2022
Q1 | $278K | Sell |
3,285
-98
| -3% | -$8.29K | 0.1% | 117 |
|
|
2021
Q4 | $315 | Sell |
3,383
-331
| -9% | -$31 | 0.01% | 119 |
|
|
2021
Q3 | $295K | Buy |
3,714
+453
| +14% | +$36K | 0.11% | 118 |
|
|
2021
Q2 | $239K | Buy |
3,261
+24
| +0.7% | +$1.76K | 0.09% | 112 |
|
|
2021
Q1 | $264K | Hold |
3,237
| – | – | 0.13% | 88 |
|
|
2020
Q4 | $264K | Buy |
3,237
+2,325
| +255% | +$190K | 0.13% | 88 |
|
|
2020
Q3 | $253K | Buy |
912
+611
| +203% | +$169K | 0.15% | 80 |
|
|
2020
Q2 | $72K | Buy |
301
+1
| +0.3% | +$239 | 0.05% | 182 |
|
|
2020
Q1 | $72K | Sell |
300
-19
| -6% | -$4.56K | 0.06% | 176 |
|
|
2019
Q4 | $77K | Buy |
319
+31
| +11% | +$7.48K | 0.06% | 188 |
|
|
2019
Q3 | $67K | Sell |
288
-599
| -68% | -$139K | 0.06% | 187 |
|
|
2019
Q2 | $182K | Buy |
887
+600
| +209% | +$123K | 0.16% | 110 |
|
|
2019
Q1 | $55K | Buy |
287
+2
| +0.7% | +$383 | 0.04% | 191 |
|
|
2018
Q4 | $49K | Buy |
+285
| New | +$49K | 0.04% | 187 |
|