PWM
Perigon 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 | $4.86M | Buy |
69,959
+1,790
| +3% | +$124K | 0.11% | 171 |
|
|
2025
Q1 | $4.83M | Buy |
68,169
+1,440
| +2% | +$102K | 0.12% | 164 |
|
|
2024
Q4 | $4.76M | Buy |
66,729
+15,293
| +30% | +$1.09M | 0.12% | 167 |
|
|
2024
Q3 | $4.35M | Sell |
51,436
-1,312
| -2% | -$111K | 0.11% | 163 |
|
|
2024
Q2 | $3.74M | Sell |
52,748
-9,209
| -15% | -$652K | 0.11% | 167 |
|
|
2024
Q1 | $3.96M | Sell |
61,957
-15,870
| -20% | -$1.01M | 0.12% | 164 |
|
|
2023
Q4 | $4.73M | Buy |
77,827
+2,639
| +4% | +$160K | 0.15% | 133 |
|
|
2023
Q3 | $4.31M | Buy |
75,188
+2,970
| +4% | +$170K | 0.17% | 126 |
|
|
2023
Q2 | $5.36M | Buy |
72,218
+36,961
| +105% | +$2.74M | 0.21% | 110 |
|
|
2023
Q1 | $2.72M | Buy |
35,257
+263
| +0.8% | +$20.3K | 0.15% | 134 |
|
|
2022
Q4 | $2.93M | Buy |
34,994
+2,950
| +9% | +$247K | 0.18% | 128 |
|
|
2022
Q3 | $2.51M | Buy |
32,044
+1,235
| +4% | +$96.9K | 0.22% | 97 |
|
|
2022
Q2 | $2.39M | Buy |
30,809
+717
| +2% | +$55.5K | 0.2% | 107 |
|
|
2022
Q1 | $2.55M | Sell |
30,092
-981
| -3% | -$83.1K | 0.18% | 110 |
|
|
2021
Q4 | $2.9M | Buy |
31,073
+3,687
| +13% | +$344K | 0.21% | 95 |
|
|
2021
Q3 | $2.15M | Sell |
27,386
-906
| -3% | -$71.1K | 0.19% | 107 |
|
|
2021
Q2 | $2.07M | Sell |
28,292
-2,555
| -8% | -$187K | 0.18% | 103 |
|
|
2021
Q1 | $2.33M | Buy |
30,847
+805
| +3% | +$60.9K | 0.24% | 89 |
|
|
2020
Q4 | $2.32M | Buy |
30,042
+22,808
| +315% | +$1.76M | 0.27% | 72 |
|
|
2020
Q3 | $2.01M | Buy |
7,234
+315
| +5% | +$87.4K | 0.28% | 65 |
|
|
2020
Q2 | $1.66M | Buy |
6,919
+122
| +2% | +$29.3K | 0.26% | 73 |
|
|
2020
Q1 | $1.67M | Buy |
6,797
+1,731
| +34% | +$425K | 0.31% | 66 |
|
|
2019
Q4 | $1.22M | Buy |
5,066
+148
| +3% | +$35.8K | 0.25% | 75 |
|
|
2019
Q3 | $1.12M | Buy |
4,918
+56
| +1% | +$12.7K | 0.26% | 71 |
|
|
2019
Q2 | $996K | Sell |
4,862
-41
| -0.8% | -$8.4K | 0.23% | 76 |
|
|
2019
Q1 | $934K | Buy |
4,903
+80
| +2% | +$15.2K | 0.22% | 78 |
|
|
2018
Q4 | $840K | Sell |
4,823
-2,503
| -34% | -$436K | 0.21% | 79 |
|
|
2018
Q3 | $1.23M | Buy |
7,326
+4,303
| +142% | +$721K | 0.3% | 60 |
|
|
2018
Q2 | $505K | Buy |
3,023
+1,037
| +52% | +$173K | 0.15% | 123 |
|
|
2018
Q1 | $324K | Sell |
1,986
-17
| -0.8% | -$2.77K | 0.12% | 118 |
|
|
2017
Q4 | $313K | Sell |
2,003
-1,989
| -50% | -$311K | 0.12% | 101 |
|
|
2017
Q3 | $585K | Sell |
3,992
-1,909
| -32% | -$280K | 0.19% | 100 |
|
|
2017
Q2 | $827K | Buy |
5,901
+496
| +9% | +$69.5K | 0.18% | 124 |
|
|
2017
Q1 | $694K | Sell |
5,405
-52
| -1% | -$6.68K | 0.15% | 142 |
|
|
2016
Q4 | $719K | Sell |
5,457
-186
| -3% | -$24.5K | 0.16% | 136 |
|
|
2016
Q3 | $690K | Buy |
5,643
+214
| +4% | +$26.2K | 0.18% | 117 |
|
|
2016
Q2 | $708K | Buy |
5,429
+489
| +10% | +$63.8K | 0.19% | 115 |
|
|
2016
Q1 | $642K | Hold |
4,940
| – | – | 0.2% | 97 |
|
|
2015
Q4 | $513K | Buy |
4,940
+1,700
| +52% | +$177K | 0.14% | 139 |
|
|
2015
Q3 | $316K | Hold |
3,240
| – | – | 0.09% | 167 |
|
|
2015
Q2 | $318K | Hold |
3,240
| – | – | 0.08% | 177 |
|
|
2015
Q1 | $337K | Buy |
3,240
+95
| +3% | +$9.88K | 0.09% | 174 |
|
|
2014
Q4 | $334K | Buy |
3,145
+350
| +13% | +$37.2K | 0.1% | 160 |
|
|
2014
Q3 | $262K | Sell |
2,795
-920
| -25% | -$86.2K | 0.08% | 172 |
|
|
2014
Q2 | $381K | Hold |
3,715
| – | – | 0.11% | 143 |
|
|
2014
Q1 | $355K | Buy |
3,715
+600
| +19% | +$57.3K | 0.2% | 93 |
|
|
2013
Q4 | $266K | Buy |
+3,115
| New | +$266K | 0.15% | 115 |
|