PFA
Pathway Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,575
| Closed | -$395K | – | 161 |
|
|
2025
Q1 | $395K | Buy |
5,575
+84
| +2% | +$5.96K | 0.07% | 110 |
|
|
2024
Q4 | $394K | Buy |
5,491
+341
| +7% | +$24.4K | 0.09% | 107 |
|
|
2024
Q3 | $435K | Buy |
5,150
+30
| +0.6% | +$2.54K | 0.11% | 98 |
|
|
2024
Q2 | $363K | Hold |
5,120
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $327K | Sell |
5,120
-8
| -0.2% | -$511 | 0.09% | 117 |
|
|
2023
Q4 | $311K | Sell |
5,128
-164
| -3% | -$9.96K | 0.09% | 114 |
|
|
2023
Q3 | $303K | Buy |
5,292
+164
| +3% | +$9.4K | 0.1% | 102 |
|
|
2023
Q2 | $380K | Buy |
5,128
+8
| +0.2% | +$594 | 0.12% | 83 |
|
|
2023
Q1 | $395K | Hold |
5,120
| – | – | 0.13% | 80 |
|
|
2022
Q4 | $428K | Hold |
5,120
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $401K | Hold |
5,120
| – | – | 0.14% | 73 |
|
|
2022
Q2 | $397K | Hold |
5,120
| – | – | 0.17% | 71 |
|
|
2022
Q1 | $434K | Hold |
5,120
| – | – | 0.16% | 71 |
|
|
2021
Q4 | $400K | Buy |
+5,120
| New | +$400K | 0.14% | 77 |
|
|
2021
Q1 | $380K | Hold |
5,120
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $376K | Buy |
5,120
+3,840
| +300% | +$282K | 0.16% | 67 |
|
|
2020
Q3 | $362K | Hold |
1,280
| – | – | 0.14% | 61 |
|
|
2020
Q2 | $307K | Sell |
1,280
-250
| -16% | -$60K | 0.09% | 68 |
|
|
2020
Q1 | $339K | Hold |
1,530
| – | – | 0.11% | 58 |
|
|
2019
Q4 | $393K | Buy |
1,530
+500
| +49% | +$128K | 0.11% | 68 |
|
|
2019
Q3 | $229K | Hold |
1,030
| – | – | 0.07% | 94 |
|
|
2019
Q2 | $211K | Buy |
+1,030
| New | +$211K | 0.06% | 97 |
|
|
2018
Q3 | – | Sell |
-1,030
| Closed | -$172K | – | 268 |
|
|
2018
Q2 | $172K | Hold |
1,030
| – | – | 0.1% | 101 |
|
|
2018
Q1 | $168K | Hold |
1,030
| – | – | 0.1% | 99 |
|
|
2017
Q4 | $161K | Buy |
+1,030
| New | +$161K | 0.09% | 106 |
|