Paulson Wealth Management’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 | $327K | Hold |
4,710
| – | – | 0.08% | 109 |
|
|
2025
Q1 | $334K | Sell |
4,710
-1,461
| -24% | -$104K | 0.09% | 100 |
|
|
2024
Q4 | $442K | Sell |
6,171
-87
| -1% | -$6.24K | 0.12% | 84 |
|
|
2024
Q3 | $529K | Sell |
6,258
-770
| -11% | -$65.1K | 0.14% | 75 |
|
|
2024
Q2 | $498K | Sell |
7,028
-1,484
| -17% | -$105K | 0.15% | 76 |
|
|
2024
Q1 | $544K | Buy |
+8,512
| New | +$544K | 0.16% | 70 |
|
|
2022
Q2 | – | Sell |
-2,379
| Closed | -$202K | – | 78 |
|
|
2022
Q1 | $202K | Hold |
2,379
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $222K | Buy |
+2,379
| New | +$222K | 0.1% | 82 |
|
|
2021
Q1 | – | Sell |
-2,884
| Closed | -$223K | – | 88 |
|
|
2020
Q4 | $223K | Sell |
2,884
-76
| -3% | -$5.88K | 0.13% | 75 |
|
|
2020
Q3 | $205K | Buy |
+2,960
| New | +$205K | 0.13% | 83 |
|
|
2020
Q1 | – | Sell |
-3,276
| Closed | -$208K | – | 89 |
|
|
2019
Q4 | $208K | Sell |
3,276
-160
| -5% | -$10.2K | 0.15% | 93 |
|
|
2019
Q3 | $200K | Buy |
+3,436
| New | +$200K | 0.15% | 104 |
|
|
2019
Q2 | – | Sell |
-4,260
| Closed | -$206K | – | 110 |
|
|
2019
Q1 | $206K | Sell |
4,260
-292
| -6% | -$14.1K | 0.16% | 107 |
|
|
2018
Q4 | $202K | Sell |
4,552
-2,480
| -35% | -$110K | 0.17% | 108 |
|
|
2018
Q3 | $299K | Sell |
7,032
-52
| -0.7% | -$2.21K | 0.27% | 89 |
|
|
2018
Q2 | $296K | Sell |
7,084
-16
| -0.2% | -$669 | 0.29% | 76 |
|
|
2018
Q1 | $290K | Buy |
7,100
+400
| +6% | +$16.3K | 0.29% | 81 |
|
|
2017
Q4 | $262K | Buy |
+6,700
| New | +$262K | 0.23% | 83 |
|