PBMares 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 | $280K | Buy |
4,032
+449
| +13% | +$31.2K | 0.05% | 153 |
|
|
2025
Q1 | $254K | Sell |
3,583
-63
| -2% | -$4.47K | 0.05% | 167 |
|
|
2024
Q4 | $261K | Sell |
3,646
-24
| -0.7% | -$1.72K | 0.05% | 166 |
|
|
2024
Q3 | $310K | Buy |
3,670
+95
| +3% | +$8.03K | 0.06% | 145 |
|
|
2024
Q2 | $253K | Sell |
3,575
-492
| -12% | -$34.8K | 0.06% | 159 |
|
|
2024
Q1 | $260K | Buy |
+4,067
| New | +$260K | 0.07% | 154 |
|
|
2023
Q3 | – | Sell |
-3,080
| Closed | -$229K | – | 168 |
|
|
2023
Q2 | $229K | Hold |
3,080
| – | – | 0.08% | 154 |
|
|
2023
Q1 | $237K | Hold |
3,080
| – | – | 0.09% | 154 |
|
|
2022
Q4 | $257K | Sell |
3,080
-814
| -21% | -$68.1K | 0.1% | 136 |
|
|
2022
Q3 | $305K | Buy |
3,894
+85
| +2% | +$6.66K | 0.13% | 124 |
|
|
2022
Q2 | $295K | Hold |
3,809
| – | – | 0.13% | 121 |
|
|
2022
Q1 | $323K | Hold |
3,809
| – | – | 0.2% | 111 |
|
|
2021
Q4 | $356K | Sell |
3,809
-33
| -0.9% | -$3.08K | 0.15% | 114 |
|
|
2021
Q3 | $302K | Hold |
3,842
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $282K | Hold |
3,842
| – | – | 0.15% | 121 |
|
|
2021
Q1 | $290K | Buy |
3,842
+814
| +27% | +$61.4K | 0.24% | 115 |
|
|
2020
Q4 | $234K | Hold |
3,028
| – | – | 0.27% | 112 |
|
|
2020
Q3 | $210K | Sell |
3,028
-956
| -24% | -$66.3K | 0.31% | 99 |
|
|
2020
Q2 | $239K | Hold |
3,984
| – | – | 0.36% | 91 |
|
|
2020
Q1 | $240K | Sell |
3,984
-736
| -16% | -$44.3K | 0.38% | 85 |
|
|
2019
Q4 | $286K | Buy |
+4,720
| New | +$286K | 0.34% | 87 |
|