NWAM LLC’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 | $371K | Buy |
5,221
+8
| +0.2% | +$568 | 0.03% | 389 |
|
|
2025
Q1 | $370K | Sell |
5,213
-2,923
| -36% | -$207K | 0.03% | 372 |
|
|
2024
Q4 | $583K | Buy |
8,136
+570
| +8% | +$40.9K | 0.04% | 347 |
|
|
2024
Q3 | $640K | Buy |
7,566
+66
| +0.9% | +$5.58K | 0.04% | 334 |
|
|
2024
Q2 | $531K | Buy |
7,500
+2,397
| +47% | +$170K | 0.16% | 78 |
|
|
2024
Q1 | $364K | Sell |
5,103
-3,606
| -41% | -$257K | 0.03% | 396 |
|
|
2023
Q4 | $529K | Sell |
8,709
-782
| -8% | -$47.5K | 0.04% | 333 |
|
|
2023
Q3 | $544K | Sell |
9,491
-1,769
| -16% | -$101K | 0.06% | 280 |
|
|
2023
Q2 | $836K | Buy |
11,260
+2,414
| +27% | +$179K | 0.07% | 248 |
|
|
2023
Q1 | $682K | Sell |
8,846
-774
| -8% | -$59.7K | 0.07% | 227 |
|
|
2022
Q4 | $804K | Sell |
9,620
-118
| -1% | -$9.87K | 0.07% | 238 |
|
|
2022
Q3 | $764K | Buy |
9,738
+848
| +10% | +$66.5K | 0.07% | 235 |
|
|
2022
Q2 | $699K | Sell |
8,890
-23
| -0.3% | -$1.81K | 0.06% | 252 |
|
|
2022
Q1 | $755K | Buy |
8,913
+994
| +13% | +$84.2K | 0.06% | 262 |
|
|
2021
Q4 | $739K | Buy |
7,919
+1,204
| +18% | +$112K | 0.06% | 259 |
|
|
2021
Q3 | $527K | Buy |
6,715
+1,847
| +38% | +$145K | 0.05% | 311 |
|
|
2021
Q2 | $357K | Sell |
4,868
-1,309
| -21% | -$96K | 0.03% | 354 |
|
|
2021
Q1 | $467K | Sell |
6,177
-626
| -9% | -$47.3K | 0.05% | 310 |
|
|
2020
Q4 | $525K | Buy |
+6,803
| New | +$525K | 0.06% | 260 |
|
|
2020
Q3 | – | Sell |
-5,344
| Closed | -$321K | – | 361 |
|
|
2020
Q2 | $321K | Hold |
5,344
| – | – | 0.04% | 316 |
|
|
2020
Q1 | $321 | Hold |
5,344
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $324K | Hold |
5,344
| – | – | 0.06% | 289 |
|
|
2019
Q3 | $311K | Buy |
5,344
+24
| +0.5% | +$1.4K | 0.06% | 273 |
|
|
2019
Q2 | $272K | Hold |
5,320
| – | – | 0.05% | 280 |
|
|
2019
Q1 | $257K | Sell |
5,320
-92
| -2% | -$4.44K | 0.06% | 287 |
|
|
2018
Q4 | $235K | Buy |
+5,412
| New | +$235K | 0.06% | 277 |
|
|
2018
Q2 | – | Sell |
-4,964
| Closed | -$203K | – | 357 |
|
|
2018
Q1 | $203K | Buy |
+4,964
| New | +$203K | 0.05% | 306 |
|