Marietta Wealth Management’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 | $6.92M | Buy |
99,729
+3,758
| +4% | +$261K | 0.9% | 39 |
|
|
2025
Q1 | $6.8M | Buy |
95,971
+7,251
| +8% | +$514K | 1% | 41 |
|
|
2024
Q4 | $6.36M | Buy |
88,720
+1,060
| +1% | +$76K | 0.91% | 40 |
|
|
2024
Q3 | $7.41M | Buy |
87,660
+1,557
| +2% | +$132K | 1.08% | 34 |
|
|
2024
Q2 | $6.1M | Buy |
86,103
+3,915
| +5% | +$277K | 0.95% | 38 |
|
|
2024
Q1 | $5.25M | Buy |
82,188
+16,405
| +25% | +$1.05M | 0.87% | 54 |
|
|
2023
Q4 | $4M | Sell |
65,783
-9,747
| -13% | -$592K | 0.71% | 68 |
|
|
2023
Q3 | $4.33M | Buy |
75,530
+5,634
| +8% | +$323K | 0.86% | 54 |
|
|
2023
Q2 | $5.19M | Buy |
69,896
+2,733
| +4% | +$203K | 0.98% | 49 |
|
|
2023
Q1 | $5.18M | Buy |
67,163
+157
| +0.2% | +$12.1K | 1.1% | 45 |
|
|
2022
Q4 | $5.6M | Buy |
67,006
+348
| +0.5% | +$29.1K | 1.27% | 33 |
|
|
2022
Q3 | $5.23M | Sell |
66,658
-2,939
| -4% | -$230K | 1.3% | 28 |
|
|
2022
Q2 | $5.39M | Buy |
69,597
+1,330
| +2% | +$103K | 1.3% | 26 |
|
|
2022
Q1 | $5.78M | Buy |
68,267
+1,285
| +2% | +$109K | 1.21% | 34 |
|
|
2021
Q4 | $6.25M | Buy |
66,982
+1,321
| +2% | +$123K | 1.26% | 32 |
|
|
2021
Q3 | $5.16M | Buy |
65,661
+2,557
| +4% | +$201K | 1.13% | 35 |
|
|
2021
Q2 | $4.62M | Buy |
63,104
+17,513
| +38% | +$1.28M | 1.04% | 38 |
|
|
2021
Q1 | $3.45M | Buy |
45,591
+2,839
| +7% | +$215K | 0.86% | 52 |
|
|
2020
Q4 | $3.3M | Buy |
42,752
+3,296
| +8% | +$254K | 0.91% | 49 |
|
|
2020
Q3 | $2.74M | Sell |
39,456
-14,632
| -27% | -$1.02M | 0.85% | 56 |
|
|
2020
Q2 | $3.25M | Buy |
54,088
+1,904
| +4% | +$114K | 1.11% | 40 |
|
|
2020
Q1 | $3.14M | Buy |
52,184
+892
| +2% | +$53.7K | 1.22% | 31 |
|
|
2019
Q4 | $3.11M | Buy |
51,292
+2,136
| +4% | +$129K | 1.02% | 48 |
|
|
2019
Q3 | $2.86M | Buy |
49,156
+3,336
| +7% | +$194K | 1.04% | 47 |
|
|
2019
Q2 | $2.35M | Buy |
45,820
+6,808
| +17% | +$349K | 0.91% | 53 |
|
|
2019
Q1 | $1.89M | Buy |
+39,012
| New | +$1.89M | 0.77% | 59 |
|