Omnia Family Wealth’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 | $272K | Buy |
3,914
+280
| +8% | +$19.4K | 0.1% | 73 |
|
|
2025
Q1 | $258K | Buy |
3,634
+818
| +29% | +$58K | 0.11% | 70 |
|
|
2024
Q4 | $202K | Sell |
2,816
-93
| -3% | -$6.67K | 0.08% | 77 |
|
|
2024
Q3 | $246K | Buy |
+2,909
| New | +$246K | 0.11% | 70 |
|
|
2022
Q2 | – | Sell |
-2,388
| Closed | -$202K | – | 69 |
|
|
2022
Q1 | $202K | Hold |
2,388
| – | – | 0.13% | 69 |
|
|
2021
Q4 | $223K | Buy |
+2,388
| New | +$223K | 0.14% | 66 |
|
|
2021
Q1 | – | Sell |
-12,727
| Closed | -$982K | – | 71 |
|
|
2020
Q4 | $982K | Sell |
12,727
-973
| -7% | -$75.1K | 0.9% | 18 |
|
|
2020
Q3 | $951K | Hold |
13,700
| – | – | 0.91% | 18 |
|
|
2020
Q2 | $823K | Sell |
13,700
-2,488
| -15% | -$149K | 0.81% | 20 |
|
|
2020
Q1 | $974K | Sell |
16,188
-40
| -0.2% | -$2.41K | 1.01% | 17 |
|
|
2019
Q4 | $982K | Hold |
16,228
| – | – | 0.45% | 27 |
|
|
2019
Q3 | $945K | Sell |
16,228
-10,148
| -38% | -$591K | 0.69% | 22 |
|
|
2019
Q2 | $1.35M | Sell |
26,376
-420
| -2% | -$21.5K | 0.68% | 21 |
|
|
2019
Q1 | $1.3M | Sell |
26,796
-1,304
| -5% | -$63K | 0.64% | 21 |
|
|
2018
Q4 | $1.22M | Sell |
28,100
-672
| -2% | -$29.2K | 0.66% | 23 |
|
|
2018
Q3 | $1.21M | Buy |
28,772
+332
| +1% | +$13.9K | 0.55% | 22 |
|
|
2018
Q2 | $1.19M | Buy |
28,440
+4,396
| +18% | +$184K | 0.56% | 21 |
|
|
2018
Q1 | $982K | Sell |
24,044
-680
| -3% | -$27.8K | 0.45% | 24 |
|
|
2017
Q4 | $965K | Buy |
24,724
+680
| +3% | +$26.5K | 0.44% | 24 |
|
|
2017
Q3 | $881K | Sell |
24,044
-124
| -0.5% | -$4.54K | 0.43% | 24 |
|
|
2017
Q2 | $847K | Buy |
24,168
+744
| +3% | +$26.1K | 0.41% | 24 |
|
|
2017
Q1 | $752K | Hold |
23,424
| – | – | 0.36% | 27 |
|
|
2016
Q4 | $700K | Buy |
+23,424
| New | +$700K | 0.35% | 31 |
|