NEWAS
N.E.W. Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
1,975
-745
| -27% | -$51.7K | 0.01% | 217 |
|
|
2025
Q1 | $193K | Buy |
+2,720
| New | +$193K | 0.01% | 207 |
|
|
2024
Q4 | – | Sell |
-3,276
| Closed | -$277K | – | 194 |
|
|
2024
Q3 | $277K | Buy |
3,276
+262
| +9% | +$22.1K | 0.03% | 158 |
|
|
2024
Q2 | $213K | Buy |
+3,014
| New | +$213K | 0.02% | 169 |
|
|
2023
Q3 | – | Sell |
-3,710
| Closed | -$275K | – | 154 |
|
|
2023
Q2 | $275K | Sell |
3,710
-1,183
| -24% | -$87.8K | 0.04% | 112 |
|
|
2023
Q1 | $377K | Sell |
4,893
-181
| -4% | -$14K | 0.05% | 94 |
|
|
2022
Q4 | $424K | Buy |
5,074
+267
| +6% | +$22.3K | 0.07% | 88 |
|
|
2022
Q3 | $377K | Sell |
4,807
-100
| -2% | -$7.84K | 0.07% | 83 |
|
|
2022
Q2 | $380K | Buy |
4,907
+47
| +1% | +$3.64K | 0.07% | 83 |
|
|
2022
Q1 | $367K | Sell |
4,860
-864
| -15% | -$65.2K | 0.07% | 93 |
|
|
2021
Q4 | $534K | Hold |
5,724
| – | – | 0.08% | 79 |
|
|
2021
Q3 | $449K | Buy |
5,724
+120
| +2% | +$9.41K | 0.07% | 85 |
|
|
2021
Q2 | $411K | Buy |
5,604
+744
| +15% | +$54.6K | 0.07% | 92 |
|
|
2021
Q1 | $367K | Buy |
4,860
+768
| +19% | +$58K | 0.07% | 94 |
|
|
2020
Q4 | $315K | Buy |
+4,092
| New | +$315K | 0.07% | 107 |
|