Meridian 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 | $988K | Sell |
14,236
-5,649
| -28% | -$392K | 0.04% | 310 |
|
|
2025
Q1 | $1.41M | Buy |
19,885
+2,809
| +16% | +$199K | 0.07% | 223 |
|
|
2024
Q4 | $1.22M | Sell |
17,076
-515
| -3% | -$36.9K | 0.06% | 253 |
|
|
2024
Q3 | $1.49M | Sell |
17,591
-1,608
| -8% | -$136K | 0.07% | 216 |
|
|
2024
Q2 | $1.36M | Buy |
+19,199
| New | +$1.36M | 0.16% | 102 |
|
|
2024
Q1 | – | Sell |
-22,065
| Closed | -$1.34M | – | 390 |
|
|
2023
Q4 | $1.34M | Sell |
22,065
-3,765
| -15% | -$229K | 0.09% | 217 |
|
|
2023
Q3 | $1.48M | Sell |
25,830
-5,938
| -19% | -$340K | 0.09% | 188 |
|
|
2023
Q2 | $2.36M | Sell |
31,768
-4,660
| -13% | -$346K | 0.2% | 107 |
|
|
2023
Q1 | $2.81M | Buy |
36,428
+795
| +2% | +$61.3K | 0.24% | 96 |
|
|
2022
Q4 | $2.98M | Sell |
35,633
-87
| -0.2% | -$7.27K | 0.29% | 77 |
|
|
2022
Q3 | $2.8M | Sell |
35,720
-8,219
| -19% | -$644K | 0.3% | 79 |
|
|
2022
Q2 | $3.4M | Buy |
43,939
+11,765
| +37% | +$911K | 0.28% | 90 |
|
|
2022
Q1 | $2.73M | Sell |
32,174
-1,607
| -5% | -$136K | 0.3% | 75 |
|
|
2021
Q4 | $3.15M | Buy |
33,781
+1,405
| +4% | +$131K | 0.34% | 67 |
|
|
2021
Q3 | $2.54M | Buy |
32,376
+1,656
| +5% | +$130K | 0.31% | 70 |
|
|
2021
Q2 | $2.25M | Buy |
30,720
+110
| +0.4% | +$8.06K | 0.29% | 76 |
|
|
2021
Q1 | $2.31M | Buy |
30,610
+6,258
| +26% | +$473K | 0.34% | 64 |
|
|
2020
Q4 | $1.88M | Buy |
24,352
+928
| +4% | +$71.6K | 0.3% | 71 |
|
|
2020
Q3 | $1.63M | Sell |
23,424
-32
| -0.1% | -$2.22K | 0.4% | 52 |
|
|
2020
Q2 | $1.41M | Sell |
23,456
-16,440
| -41% | -$987K | 0.47% | 46 |
|
|
2020
Q1 | $2.4M | Buy |
39,896
+13,260
| +50% | +$797K | 1.06% | 20 |
|
|
2019
Q4 | $1.61M | Sell |
26,636
-7,928
| -23% | -$480K | 0.78% | 24 |
|
|
2019
Q3 | $2.01M | Buy |
34,564
+52
| +0.2% | +$3.03K | 0.95% | 19 |
|
|
2019
Q2 | $17.7K | Sell |
34,512
-376
| -1% | -$193 | 0.72% | 22 |
|
|
2019
Q1 | $1.69M | Buy |
34,888
+2,868
| +9% | +$139K | 0.77% | 22 |
|
|
2018
Q4 | $1.39M | Buy |
32,020
+17,848
| +126% | +$775K | 0.82% | 24 |
|
|
2018
Q3 | $594K | Sell |
14,172
-10,672
| -43% | -$447K | 0.26% | 69 |
|
|
2018
Q2 | $1.04M | Sell |
24,844
-404
| -2% | -$16.9K | 0.49% | 36 |
|
|
2018
Q1 | $1.03M | Buy |
25,248
+620
| +3% | +$25.3K | 0.51% | 36 |
|
|
2017
Q4 | $930K | Hold |
24,628
| – | – | 0.57% | 35 |
|
|
2017
Q3 | $903K | Buy |
24,628
+912
| +4% | +$33.4K | 0.57% | 35 |
|
|
2017
Q2 | $831K | Buy |
23,716
+8
| +0% | +$280 | 0.53% | 36 |
|
|
2017
Q1 | $761K | Buy |
23,708
+7,200
| +44% | +$231K | 0.46% | 50 |
|
|
2016
Q4 | $498K | Buy |
+16,508
| New | +$498K | 0.39% | 62 |
|