OWA
Outlook Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
2,943
| – | – | 0.05% | 266 |
|
|
2025
Q1 | $209K | Sell |
2,943
-5,301
| -64% | -$376K | 0.06% | 257 |
|
|
2024
Q4 | $591K | Sell |
8,244
-2
| -0% | -$143 | 0.17% | 120 |
|
|
2024
Q3 | $697K | Sell |
8,246
-75
| -0.9% | -$6.34K | 0.2% | 103 |
|
|
2024
Q2 | $589K | Sell |
8,321
-74
| -0.9% | -$5.24K | 0.18% | 114 |
|
|
2024
Q1 | $536K | Sell |
8,395
-3,080
| -27% | -$197K | 0.17% | 132 |
|
|
2023
Q4 | $697K | Sell |
11,475
-1,405
| -11% | -$85.3K | 0.24% | 87 |
|
|
2023
Q3 | $738K | Buy |
12,880
+300
| +2% | +$17.2K | 0.28% | 85 |
|
|
2023
Q2 | $933K | Sell |
12,580
-434
| -3% | -$32.2K | 0.35% | 65 |
|
|
2023
Q1 | $1M | Buy |
13,014
+23
| +0.2% | +$1.77K | 0.45% | 51 |
|
|
2022
Q4 | $1.09M | Buy |
12,991
+2,662
| +26% | +$223K | 0.52% | 45 |
|
|
2022
Q3 | $809K | Sell |
10,329
-137
| -1% | -$10.7K | 0.36% | 63 |
|
|
2022
Q2 | $811K | Buy |
10,466
+71
| +0.7% | +$5.5K | 0.33% | 77 |
|
|
2022
Q1 | $881K | Sell |
10,395
-64
| -0.6% | -$5.42K | 0.29% | 80 |
|
|
2021
Q4 | $976K | Buy |
10,459
+53
| +0.5% | +$4.95K | 0.29% | 77 |
|
|
2021
Q3 | $817K | Buy |
10,406
+91
| +0.9% | +$7.15K | 0.27% | 94 |
|
|
2021
Q2 | $756K | Sell |
10,315
-998
| -9% | -$73.1K | 0.24% | 101 |
|
|
2021
Q1 | $855K | Buy |
11,313
+1,228
| +12% | +$92.8K | 0.3% | 79 |
|
|
2020
Q4 | $778K | Buy |
10,085
+7,615
| +308% | +$587K | 0.28% | 86 |
|
|
2020
Q3 | $685K | Buy |
2,470
+251
| +11% | +$69.6K | 0.27% | 82 |
|
|
2020
Q2 | $533K | Sell |
2,219
-104
| -4% | -$25K | 0.23% | 93 |
|
|
2020
Q1 | $559K | Buy |
2,323
+568
| +32% | +$137K | 0.32% | 69 |
|
|
2019
Q4 | $425K | Buy |
1,755
+46
| +3% | +$11.1K | 0.24% | 77 |
|
|
2019
Q3 | $398K | Buy |
1,709
+56
| +3% | +$13K | 0.24% | 95 |
|
|
2019
Q2 | $339K | Buy |
1,653
+88
| +6% | +$18K | 0.22% | 114 |
|
|
2019
Q1 | $303K | Buy |
1,565
+1,426
| +1,026% | +$276K | 0.25% | 109 |
|
|
2018
Q4 | $242K | Buy |
+139
| New | +$242K | 0.11% | 159 |
|