PWM
Palumbo 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 | $427K | Sell |
6,155
-736
| -11% | -$51.1K | 0.13% | 118 |
|
|
2025
Q1 | $488K | Buy |
6,891
+544
| +9% | +$38.6K | 0.16% | 95 |
|
|
2024
Q4 | $455K | Sell |
6,347
-470
| -7% | -$33.7K | 0.17% | 91 |
|
|
2024
Q3 | $576K | Buy |
6,817
+486
| +8% | +$41.1K | 0.22% | 77 |
|
|
2024
Q2 | $448K | Buy |
6,331
+30
| +0.5% | +$2.12K | 0.19% | 82 |
|
|
2024
Q1 | $403K | Buy |
6,301
+25
| +0.4% | +$1.6K | 0.18% | 92 |
|
|
2023
Q4 | $381K | Sell |
6,276
-157
| -2% | -$9.54K | 0.19% | 86 |
|
|
2023
Q3 | $369K | Sell |
6,433
-17
| -0.3% | -$974 | 0.2% | 79 |
|
|
2023
Q2 | $479K | Buy |
6,450
+32
| +0.5% | +$2.37K | 0.29% | 62 |
|
|
2023
Q1 | $495K | Sell |
6,418
-298
| -4% | -$23K | 0.33% | 56 |
|
|
2022
Q4 | $561K | Sell |
6,716
-124
| -2% | -$10.4K | 0.45% | 50 |
|
|
2022
Q3 | $536K | Sell |
6,840
-204
| -3% | -$16K | 0.45% | 47 |
|
|
2022
Q2 | $546K | Buy |
7,044
+35
| +0.5% | +$2.71K | 0.43% | 49 |
|
|
2022
Q1 | $594K | Buy |
7,009
+31
| +0.4% | +$2.63K | 0.38% | 55 |
|
|
2021
Q4 | $651K | Sell |
6,978
-13
| -0.2% | -$1.21K | 0.41% | 53 |
|
|
2021
Q3 | $549K | Sell |
6,991
-726
| -9% | -$57K | 0.36% | 61 |
|
|
2021
Q2 | $565K | Sell |
7,717
-622
| -7% | -$45.5K | 0.38% | 63 |
|
|
2021
Q1 | $630K | Buy |
8,339
+30
| +0.4% | +$2.27K | 0.47% | 58 |
|
|
2020
Q4 | $641K | Buy |
+8,309
| New | +$641K | 0.52% | 46 |
|