Mission 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 | $2.8M | Buy |
40,289
+4,469
| +12% | +$310K | 0.06% | 170 |
|
|
2025
Q1 | $2.54M | Sell |
35,820
-1,091
| -3% | -$77.3K | 0.06% | 162 |
|
|
2024
Q4 | $2.65M | Sell |
36,911
-1,420
| -4% | -$102K | 0.06% | 150 |
|
|
2024
Q3 | $3.24M | Buy |
38,331
+4,519
| +13% | +$382K | 0.08% | 127 |
|
|
2024
Q2 | $2.39M | Buy |
33,812
+4,982
| +17% | +$353K | 0.06% | 145 |
|
|
2024
Q1 | $1.84M | Sell |
28,830
-7,566
| -21% | -$484K | 0.05% | 185 |
|
|
2023
Q4 | $2.21M | Sell |
36,396
-376
| -1% | -$22.8K | 0.07% | 135 |
|
|
2023
Q3 | $2.11M | Buy |
36,772
+162
| +0.4% | +$9.28K | 0.08% | 121 |
|
|
2023
Q2 | $2.72M | Buy |
36,610
+47
| +0.1% | +$3.49K | 0.1% | 100 |
|
|
2023
Q1 | $2.82M | Buy |
36,563
+3,230
| +10% | +$249K | 0.12% | 100 |
|
|
2022
Q4 | $2.79M | Buy |
33,333
+307
| +0.9% | +$25.7K | 0.13% | 94 |
|
|
2022
Q3 | $2.59M | Buy |
33,026
+1,300
| +4% | +$102K | 0.14% | 91 |
|
|
2022
Q2 | $2.46M | Buy |
31,726
+979
| +3% | +$75.8K | 0.13% | 92 |
|
|
2022
Q1 | $2.61M | Buy |
30,747
+2,292
| +8% | +$194K | 0.12% | 92 |
|
|
2021
Q4 | $2.66M | Buy |
28,455
+2,177
| +8% | +$203K | 0.12% | 89 |
|
|
2021
Q3 | $2.06M | Sell |
26,278
-3,602
| -12% | -$283K | 0.11% | 97 |
|
|
2021
Q2 | $2.19M | Buy |
29,880
+323
| +1% | +$23.7K | 0.12% | 92 |
|
|
2021
Q1 | $2.24M | Buy |
29,557
+9,451
| +47% | +$715K | 0.13% | 82 |
|
|
2020
Q4 | $1.55M | Buy |
20,106
+2,998
| +18% | +$231K | 0.1% | 100 |
|
|
2020
Q3 | $1.19M | Sell |
17,108
-36
| -0.2% | -$2.5K | 0.09% | 106 |
|
|
2020
Q2 | $1.03M | Buy |
17,144
+6,376
| +59% | +$383K | 0.09% | 107 |
|
|
2020
Q1 | $648K | Sell |
10,768
-184
| -2% | -$11.1K | 0.07% | 129 |
|
|
2019
Q4 | $663K | Buy |
10,952
+360
| +3% | +$21.8K | 0.06% | 149 |
|
|
2019
Q3 | $617K | Sell |
10,592
-1,080
| -9% | -$62.9K | 0.07% | 147 |
|
|
2019
Q2 | $598K | Buy |
11,672
+124
| +1% | +$6.35K | 0.07% | 147 |
|
|
2019
Q1 | $558K | Buy |
11,548
+1,232
| +12% | +$59.5K | 0.06% | 150 |
|
|
2018
Q4 | $448K | Buy |
10,316
+1,500
| +17% | +$65.1K | 0.06% | 159 |
|
|
2018
Q3 | $369K | Buy |
8,816
+500
| +6% | +$20.9K | 0.05% | 183 |
|
|
2018
Q2 | $347K | Buy |
8,316
+2,872
| +53% | +$120K | 0.05% | 175 |
|
|
2018
Q1 | $222K | Buy |
5,444
+148
| +3% | +$6.04K | 0.04% | 206 |
|
|
2017
Q4 | $207K | Buy |
+5,296
| New | +$207K | 0.04% | 208 |
|
|
2017
Q3 | – | Sell |
-7,760
| Closed | -$272K | – | 212 |
|
|
2017
Q2 | $272K | Buy |
7,760
+964
| +14% | +$33.8K | 0.05% | 142 |
|
|
2017
Q1 | $218K | Buy |
+6,796
| New | +$218K | 0.04% | 168 |
|