Marcum Wealth’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
Q1 | $587K | Sell |
8,274
-146
| -2% | -$10.4K | 0.05% | 176 |
|
|
2024
Q4 | $604K | Sell |
8,420
-689
| -8% | -$49.4K | 0.05% | 168 |
|
|
2024
Q3 | $770K | Sell |
9,109
-996
| -10% | -$84.2K | 0.07% | 139 |
|
|
2024
Q2 | $716K | Buy |
10,105
+424
| +4% | +$30K | 0.07% | 141 |
|
|
2024
Q1 | $619K | Buy |
9,681
+1,179
| +14% | +$75.4K | 0.06% | 159 |
|
|
2023
Q4 | $516K | Sell |
8,502
-2,399
| -22% | -$146K | 0.06% | 182 |
|
|
2023
Q3 | $625K | Buy |
10,901
+7
| +0.1% | +$401 | 0.08% | 143 |
|
|
2023
Q2 | $808K | Buy |
10,894
+117
| +1% | +$8.68K | 0.09% | 112 |
|
|
2023
Q1 | $831K | Buy |
10,777
+379
| +4% | +$29.2K | 0.1% | 116 |
|
|
2022
Q4 | $869K | Buy |
10,398
+445
| +4% | +$37.2K | 0.12% | 104 |
|
|
2022
Q3 | $780K | Buy |
9,953
+826
| +9% | +$64.7K | 0.12% | 104 |
|
|
2022
Q2 | $707K | Sell |
9,127
-922
| -9% | -$71.4K | 0.11% | 119 |
|
|
2022
Q1 | $851K | Sell |
10,049
-387
| -4% | -$32.8K | 0.12% | 113 |
|
|
2021
Q4 | $974K | Buy |
10,436
+236
| +2% | +$22K | 0.14% | 104 |
|
|
2021
Q3 | $801K | Sell |
10,200
-10,177
| -50% | -$799K | 0.13% | 116 |
|
|
2021
Q2 | $1.49M | Sell |
20,377
-108
| -0.5% | -$7.91K | 0.24% | 51 |
|
|
2021
Q1 | $1.55M | Buy |
20,485
+15,572
| +317% | +$1.18M | 0.26% | 49 |
|
|
2020
Q4 | $379K | Sell |
4,913
-447
| -8% | -$34.5K | 0.09% | 83 |
|
|
2020
Q3 | $372K | Sell |
5,360
-984
| -16% | -$68.3K | 0.11% | 65 |
|
|
2020
Q2 | $381K | Buy |
6,344
+224
| +4% | +$13.5K | 0.12% | 72 |
|
|
2020
Q1 | $368K | Buy |
6,120
+92
| +2% | +$5.53K | 0.14% | 50 |
|
|
2019
Q4 | $365K | Buy |
+6,028
| New | +$365K | 0.14% | 71 |
|