Pinnacle Wealth Planning Services’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 | $339K | Buy |
4,886
+551
| +13% | +$38.3K | 0.04% | 266 |
|
|
2025
Q1 | $307K | Buy |
4,335
+323
| +8% | +$22.9K | 0.05% | 256 |
|
|
2024
Q4 | $288K | Sell |
4,012
-5,856
| -59% | -$420K | 0.04% | 261 |
|
|
2024
Q3 | $834K | Sell |
9,868
-164
| -2% | -$13.9K | 0.11% | 117 |
|
|
2024
Q2 | $710K | Buy |
10,032
+319
| +3% | +$22.6K | 0.1% | 127 |
|
|
2024
Q1 | $621K | Sell |
9,713
-271
| -3% | -$17.3K | 0.09% | 145 |
|
|
2023
Q4 | $606K | Buy |
9,984
+4,921
| +97% | +$299K | 0.1% | 141 |
|
|
2023
Q3 | $290K | Sell |
5,063
-4,350
| -46% | -$249K | 0.05% | 262 |
|
|
2023
Q2 | $698K | Buy |
9,413
+2,414
| +34% | +$179K | 0.11% | 123 |
|
|
2023
Q1 | $539K | Sell |
6,999
-2,181
| -24% | -$168K | 0.09% | 160 |
|
|
2022
Q4 | $767K | Sell |
9,180
-873
| -9% | -$73K | 0.14% | 105 |
|
|
2022
Q3 | $788K | Buy |
10,053
+20
| +0.2% | +$1.57K | 0.15% | 94 |
|
|
2022
Q2 | $777K | Buy |
10,033
+169
| +2% | +$13.1K | 0.14% | 105 |
|
|
2022
Q1 | $836K | Buy |
9,864
+2,204
| +29% | +$187K | 0.15% | 108 |
|
|
2021
Q4 | $715K | Buy |
7,660
+512
| +7% | +$47.8K | 0.14% | 106 |
|
|
2021
Q3 | $561K | Buy |
7,148
+1,546
| +28% | +$121K | 0.12% | 125 |
|
|
2021
Q2 | $411K | Buy |
5,602
+36
| +0.6% | +$2.64K | 0.1% | 166 |
|
|
2021
Q1 | $421K | Buy |
5,566
+70
| +1% | +$5.3K | 0.11% | 156 |
|
|
2020
Q4 | $424K | Buy |
5,496
+108
| +2% | +$8.33K | 0.1% | 128 |
|
|
2020
Q3 | $374K | Buy |
5,388
+128
| +2% | +$8.89K | 0.12% | 127 |
|
|
2020
Q2 | $316K | Sell |
5,260
-2,072
| -28% | -$124K | 0.1% | 154 |
|
|
2020
Q1 | $440K | Buy |
7,332
+2,208
| +43% | +$133K | 0.21% | 94 |
|
|
2019
Q4 | $310K | Buy |
5,124
+884
| +21% | +$53.5K | 0.15% | 145 |
|
|
2019
Q3 | $246K | Buy |
+4,240
| New | +$246K | 0.13% | 147 |
|