PWMAG
Pinnacle Wealth Management Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
25,831
-1,536
| -6% | -$107K | 0.15% | 104 |
|
|
2025
Q1 | $1.94M | Sell |
27,367
-1,112
| -4% | -$78.8K | 0.18% | 96 |
|
|
2024
Q4 | $2.04M | Buy |
28,479
+1,934
| +7% | +$139K | 0.19% | 90 |
|
|
2024
Q3 | $2.24M | Sell |
26,545
-92
| -0.3% | -$7.78K | 0.21% | 88 |
|
|
2024
Q2 | $1.89M | Buy |
26,637
+5,324
| +25% | +$377K | 0.19% | 94 |
|
|
2024
Q1 | $1.36M | Buy |
21,313
+1,217
| +6% | +$77.8K | 0.15% | 106 |
|
|
2023
Q4 | $1.22M | Sell |
20,096
-2,539
| -11% | -$154K | 0.14% | 105 |
|
|
2023
Q3 | $1.3M | Buy |
22,635
+78
| +0.3% | +$4.47K | 0.17% | 99 |
|
|
2023
Q2 | $1.67M | Buy |
22,557
+228
| +1% | +$16.9K | 0.21% | 90 |
|
|
2023
Q1 | $1.72M | Buy |
22,329
+102
| +0.5% | +$7.86K | 0.23% | 84 |
|
|
2022
Q4 | $1.86M | Sell |
22,227
-16,006
| -42% | -$1.34M | 0.28% | 74 |
|
|
2022
Q3 | $1.65M | Buy |
38,233
+2,706
| +8% | +$116K | 0.27% | 79 |
|
|
2022
Q2 | $1.44M | Buy |
35,527
+3,503
| +11% | +$142K | 0.23% | 92 |
|
|
2022
Q1 | $1.29M | Buy |
32,024
+2,373
| +8% | +$95.9K | 0.19% | 105 |
|
|
2021
Q4 | $1.2M | Buy |
29,651
+6,895
| +30% | +$278K | 0.2% | 105 |
|
|
2021
Q3 | $501K | Buy |
22,756
+398
| +2% | +$8.76K | 0.12% | 147 |
|
|
2021
Q2 | $465K | Buy |
22,358
+17,794
| +390% | +$370K | 0.11% | 149 |
|
|
2021
Q1 | $345K | Sell |
4,564
-1,233
| -21% | -$93.2K | 0.1% | 144 |
|
|
2020
Q4 | $447K | Buy |
5,797
+4,444
| +328% | +$343K | 0.14% | 121 |
|
|
2020
Q3 | $376K | Buy |
1,353
+142
| +12% | +$39.5K | 0.13% | 130 |
|
|
2020
Q2 | $291K | Sell |
1,211
-75
| -6% | -$18K | 0.11% | 140 |
|
|
2020
Q1 | $309K | Hold |
1,286
| – | – | 0.15% | 113 |
|
|
2019
Q4 | $311K | Hold |
1,286
| – | – | 0.12% | 146 |
|
|
2019
Q3 | $300K | Hold |
1,286
| – | – | 0.13% | 139 |
|
|
2019
Q2 | $263K | Hold |
1,286
| – | – | 0.11% | 154 |
|
|
2019
Q1 | $249K | Sell |
1,286
-73
| -5% | -$14.1K | 0.11% | 157 |
|
|
2018
Q4 | $236K | Hold |
1,359
| – | – | 0.13% | 145 |
|
|
2018
Q3 | $228K | Buy |
1,359
+157
| +13% | +$26.3K | 0.11% | 139 |
|
|
2018
Q2 | $201K | Buy |
+1,202
| New | +$201K | 0.11% | 139 |
|
|
2018
Q1 | – | Sell |
-1,342
| Closed | -$210K | – | 152 |
|
|
2017
Q4 | $210K | Buy |
+1,342
| New | +$210K | 0.12% | 139 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$245K | – | 125 |
|
|
2016
Q3 | $245K | Sell |
2,000
-100
| -5% | -$12.3K | 0.19% | 108 |
|
|
2016
Q2 | $274K | Hold |
2,100
| – | – | 0.22% | 95 |
|
|
2016
Q1 | $249K | Sell |
2,100
-50
| -2% | -$5.93K | 0.22% | 92 |
|
|
2015
Q4 | $223K | Hold |
2,150
| – | – | 0.2% | 99 |
|
|
2015
Q3 | $210K | Sell |
2,150
-500
| -19% | -$48.8K | 0.2% | 95 |
|
|
2015
Q2 | $260K | Sell |
2,650
-2,300
| -46% | -$226K | 0.24% | 86 |
|
|
2015
Q1 | $515K | Sell |
4,950
-400
| -7% | -$41.6K | 0.46% | 65 |
|
|
2014
Q4 | $569K | Buy |
+5,350
| New | +$569K | 0.53% | 61 |
|