MWPCG
Measured Wealth Private Client Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
4,288
-2
| -0% | -$139 | 0.09% | 144 |
|
|
2025
Q1 | $304K | Sell |
4,290
-637
| -13% | -$45.2K | 0.1% | 132 |
|
|
2024
Q4 | $353K | Hold |
4,927
| – | – | 0.11% | 117 |
|
|
2024
Q3 | $416K | Sell |
4,927
-1,414
| -22% | -$120K | 0.14% | 96 |
|
|
2024
Q2 | $449K | Buy |
6,341
+53
| +0.8% | +$3.75K | 0.16% | 101 |
|
|
2024
Q1 | $402K | Buy |
6,288
+197
| +3% | +$12.6K | 0.14% | 112 |
|
|
2023
Q4 | $370K | Sell |
6,091
-193
| -3% | -$11.7K | 0.14% | 115 |
|
|
2023
Q3 | $360K | Sell |
6,284
-140
| -2% | -$8.02K | 0.14% | 107 |
|
|
2023
Q2 | $477K | Sell |
6,424
-1
| -0% | -$74 | 0.18% | 94 |
|
|
2023
Q1 | $495K | Sell |
6,425
-138
| -2% | -$10.6K | 0.19% | 85 |
|
|
2022
Q4 | $549K | Hold |
6,563
| – | – | 0.23% | 61 |
|
|
2022
Q3 | $515K | Sell |
6,563
-300
| -4% | -$23.5K | 0.23% | 61 |
|
|
2022
Q2 | $532K | Sell |
6,863
-26
| -0.4% | -$2.02K | 0.23% | 61 |
|
|
2022
Q1 | $584K | Sell |
6,889
-119
| -2% | -$10.1K | 0.21% | 56 |
|
|
2021
Q4 | $654K | Buy |
7,008
+22
| +0.3% | +$2.05K | 0.23% | 61 |
|
|
2021
Q3 | $549K | Sell |
6,986
-4,116
| -37% | -$323K | 0.21% | 66 |
|
|
2021
Q2 | $814K | Sell |
11,102
-110
| -1% | -$8.07K | 0.26% | 60 |
|
|
2021
Q1 | $848K | Buy |
11,212
+4,092
| +57% | +$309K | 0.3% | 49 |
|
|
2020
Q4 | $549K | Buy |
7,120
+5,030
| +241% | +$388K | 0.23% | 57 |
|
|
2020
Q3 | $580K | Buy |
2,090
+652
| +45% | +$181K | 0.28% | 56 |
|
|
2020
Q2 | $345K | Buy |
+1,438
| New | +$345K | 0.2% | 67 |
|
|
2018
Q4 | – | Sell |
-736
| Closed | -$123K | – | 481 |
|
|
2018
Q3 | $123K | Buy |
+736
| New | +$123K | 0.07% | 205 |
|