Meridian Wealth Advisors’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 | $238K | Sell |
3,426
-514
| -13% | -$35.7K | 0.04% | 162 |
|
|
2025
Q1 | $279K | Sell |
3,940
-1,086
| -22% | -$77K | 0.05% | 149 |
|
|
2024
Q4 | $360K | Sell |
5,026
-3
| -0.1% | -$215 | 0.06% | 136 |
|
|
2024
Q3 | $425K | Buy |
5,029
+427
| +9% | +$36.1K | 0.07% | 129 |
|
|
2024
Q2 | $326K | Buy |
4,602
+837
| +22% | +$59.3K | 0.06% | 140 |
|
|
2024
Q1 | $241K | Sell |
3,765
-16
| -0.4% | -$1.02K | 0.05% | 161 |
|
|
2023
Q4 | $230K | Sell |
3,781
-198
| -5% | -$12K | 0.05% | 163 |
|
|
2023
Q3 | $228K | Buy |
3,979
+113
| +3% | +$6.47K | 0.06% | 163 |
|
|
2023
Q2 | $287K | Sell |
3,866
-38
| -1% | -$2.82K | 0.07% | 149 |
|
|
2023
Q1 | $301K | Hold |
3,904
| – | – | 0.08% | 149 |
|
|
2022
Q4 | $326K | Buy |
3,904
+38
| +1% | +$3.18K | 0.08% | 146 |
|
|
2022
Q3 | $303K | Hold |
3,866
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $299K | Sell |
3,866
-38
| -1% | -$2.94K | 0.08% | 157 |
|
|
2022
Q1 | $331K | Buy |
3,904
+870
| +29% | +$73.8K | 0.08% | 158 |
|
|
2021
Q4 | $283K | Hold |
3,034
| – | – | 0.07% | 166 |
|
|
2021
Q3 | $238K | Hold |
3,034
| – | – | 0.07% | 175 |
|
|
2021
Q2 | $222K | Buy |
3,034
+54
| +2% | +$3.95K | 0.06% | 184 |
|
|
2021
Q1 | $225K | Sell |
2,980
-1,042
| -26% | -$78.7K | 0.07% | 165 |
|
|
2020
Q4 | $310K | Buy |
4,022
+6
| +0.1% | +$462 | 0.11% | 136 |
|
|
2020
Q3 | $279K | Buy |
4,016
+4
| +0.1% | +$278 | 0.12% | 133 |
|
|
2020
Q2 | $241K | Buy |
4,012
+532
| +15% | +$32K | 0.11% | 145 |
|
|
2020
Q1 | $209K | Sell |
3,480
-76
| -2% | -$4.56K | 0.12% | 131 |
|
|
2019
Q4 | $215K | Hold |
3,556
| – | – | 0.08% | 149 |
|
|
2019
Q3 | $207K | Buy |
+3,556
| New | +$207K | 0.09% | 147 |
|
|
2019
Q1 | – | Sell |
-1,088
| Closed | -$47K | – | 305 |
|
|
2018
Q4 | $47K | Buy |
+1,088
| New | +$47K | 0.04% | 259 |
|