NWM
Nicola Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
38,500
+5,500
| +17% | +$382K | 0.25% | 67 |
|
|
2025
Q1 | $2.34M | Sell |
33,000
-13,000
| -28% | -$922K | 0.23% | 75 |
|
|
2024
Q4 | $3.3M | Buy |
46,000
+5,500
| +14% | +$394K | 0.31% | 65 |
|
|
2024
Q3 | $3.42M | Buy |
40,500
+2,000
| +5% | +$169K | 0.27% | 71 |
|
|
2024
Q2 | $2.73M | Buy |
+38,500
| New | +$2.73M | 0.24% | 76 |
|
|
2023
Q2 | – | Sell |
-65,000
| Closed | -$5.01M | – | 110 |
|
|
2023
Q1 | $5.01M | Sell |
65,000
-6,000
| -8% | -$462K | 0.49% | 55 |
|
|
2022
Q4 | $5.94M | Sell |
71,000
-2,000
| -3% | -$167K | 0.6% | 49 |
|
|
2022
Q3 | $5.72M | Sell |
73,000
-71,835
| -50% | -$5.63M | 0.63% | 53 |
|
|
2022
Q2 | $11.2M | Sell |
144,835
-44,629
| -24% | -$3.46M | 1.07% | 33 |
|
|
2022
Q1 | $16M | Buy |
189,464
+3,000
| +2% | +$254K | 1.41% | 19 |
|
|
2021
Q4 | $17.4M | Sell |
186,464
-18,200
| -9% | -$1.7M | 1.64% | 14 |
|
|
2021
Q3 | $16.1M | Sell |
204,664
-3,000
| -1% | -$236K | 1.65% | 13 |
|
|
2021
Q2 | $15.2M | Buy |
207,664
+21,000
| +11% | +$1.54M | 1.56% | 16 |
|
|
2021
Q1 | $14.1M | Buy |
186,664
+44,415
| +31% | +$3.36M | 1.58% | 16 |
|
|
2020
Q4 | $11M | Buy |
142,249
+108,214
| +318% | +$8.35M | 1.36% | 27 |
|
|
2020
Q3 | $9.45M | Buy |
34,035
+1,295
| +4% | +$359K | 1.35% | 19 |
|
|
2020
Q2 | $7.86M | Buy |
32,740
+4,652
| +17% | +$1.12M | 1.09% | 34 |
|
|
2020
Q1 | $7.38M | Sell |
28,088
-18,000
| -39% | -$4.73M | 1.11% | 32 |
|
|
2019
Q4 | $11.6M | Buy |
46,088
+7,088
| +18% | +$1.79M | 1.75% | 14 |
|
|
2019
Q3 | $9.09M | Buy |
39,000
+3,000
| +8% | +$699K | 1.42% | 26 |
|
|
2019
Q2 | $7.38M | Buy |
36,000
+8,000
| +29% | +$1.64M | 1.22% | 34 |
|
|
2019
Q1 | $5.41M | Hold |
28,000
| – | – | 0.81% | 54 |
|
|
2018
Q4 | $4.87M | Sell |
28,000
-3,000
| -10% | -$521K | 0.8% | 53 |
|
|
2018
Q3 | $5.2M | Buy |
31,000
+3,000
| +11% | +$503K | 0.89% | 45 |
|
|
2018
Q2 | $4.68M | Hold |
28,000
| – | – | 0.91% | 39 |
|
|
2018
Q1 | $4.57M | Buy |
+28,000
| New | +$4.57M | 0.92% | 45 |
|