MBE 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 | $253K | Buy |
3,642
+4
| +0.1% | +$278 | 0.11% | 113 |
|
|
2025
Q1 | $258K | Buy |
3,638
+76
| +2% | +$5.39K | 0.12% | 101 |
|
|
2024
Q4 | $255K | Buy |
3,562
+4
| +0.1% | +$287 | 0.14% | 77 |
|
|
2024
Q3 | $301K | Sell |
3,558
-472
| -12% | -$39.9K | 0.17% | 70 |
|
|
2024
Q2 | $285K | Buy |
4,030
+79
| +2% | +$5.59K | 0.17% | 69 |
|
|
2024
Q1 | $253K | Buy |
3,951
+39
| +1% | +$2.49K | 0.16% | 72 |
|
|
2023
Q4 | $238K | Buy |
3,912
+38
| +1% | +$2.31K | 0.12% | 76 |
|
|
2023
Q3 | $222K | Buy |
3,874
+14
| +0.4% | +$802 | 0.13% | 69 |
|
|
2023
Q2 | $286K | Buy |
3,860
+3
| +0.1% | +$223 | 0.15% | 59 |
|
|
2023
Q1 | $297K | Buy |
3,857
+52
| +1% | +$4.01K | 0.18% | 57 |
|
|
2022
Q4 | $318K | Sell |
3,805
-29
| -0.8% | -$2.42K | 0.21% | 51 |
|
|
2022
Q3 | $301K | Sell |
3,834
-578
| -13% | -$45.4K | 0.22% | 43 |
|
|
2022
Q2 | $342K | Buy |
4,412
+2
| +0% | +$155 | 0.24% | 40 |
|
|
2022
Q1 | $374K | Sell |
4,410
-95
| -2% | -$8.06K | 0.22% | 37 |
|
|
2021
Q4 | $421K | Buy |
4,505
+99
| +2% | +$9.25K | 0.22% | 36 |
|
|
2021
Q3 | $346K | Sell |
4,406
-18
| -0.4% | -$1.41K | 0.18% | 36 |
|
|
2021
Q2 | $324K | Buy |
4,424
+2
| +0% | +$146 | 0.17% | 38 |
|
|
2021
Q1 | $334K | Sell |
4,422
-362
| -8% | -$27.3K | 0.18% | 43 |
|
|
2020
Q4 | $369K | Buy |
4,784
+668
| +16% | +$51.5K | 0.25% | 37 |
|
|
2020
Q3 | $247K | Hold |
4,116
| – | – | 0.21% | 40 |
|
|
2020
Q2 | $247K | Buy |
4,116
+4
| +0.1% | +$240 | 0.21% | 40 |
|
|
2020
Q1 | $247K | Hold |
4,112
| – | – | 0.24% | 28 |
|
|
2019
Q4 | $248K | Buy |
+4,112
| New | +$248K | 0.25% | 32 |
|