PWM
Prentice 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 | $1.13M | Sell |
16,231
-2,283
| -12% | -$158K | 0.3% | 43 |
|
|
2025
Q1 | $1.31M | Buy |
18,514
+275
| +2% | +$19.5K | 0.38% | 37 |
|
|
2024
Q4 | $1.31M | Buy |
18,239
+165
| +0.9% | +$11.8K | 0.38% | 35 |
|
|
2024
Q3 | $1.53M | Buy |
18,074
+263
| +1% | +$22.2K | 0.45% | 30 |
|
|
2024
Q2 | $1.26M | Sell |
17,811
-100
| -0.6% | -$7.08K | 0.41% | 33 |
|
|
2024
Q1 | $1.14M | Buy |
17,911
+840
| +5% | +$53.7K | 0.4% | 35 |
|
|
2023
Q4 | $1.04M | Buy |
17,071
+316
| +2% | +$19.2K | 0.4% | 33 |
|
|
2023
Q3 | $960K | Sell |
16,755
-227
| -1% | -$13K | 0.43% | 30 |
|
|
2023
Q2 | $1.26M | Sell |
16,982
-359
| -2% | -$26.6K | 0.57% | 23 |
|
|
2023
Q1 | $1.34M | Buy |
17,341
+1,922
| +12% | +$148K | 0.64% | 18 |
|
|
2022
Q4 | $1.29M | Buy |
15,419
+244
| +2% | +$20.4K | 0.65% | 20 |
|
|
2022
Q3 | $1.19M | Sell |
15,175
-178
| -1% | -$14K | 0.65% | 17 |
|
|
2022
Q2 | $1.19M | Buy |
15,353
+1,638
| +12% | +$127K | 1.21% | 11 |
|
|
2022
Q1 | $1.16M | Buy |
13,715
+725
| +6% | +$61.2K | 0.56% | 23 |
|
|
2021
Q4 | $1.21M | Sell |
12,990
-432
| -3% | -$40.3K | 0.57% | 20 |
|
|
2021
Q3 | $1.05M | Buy |
13,422
+216
| +2% | +$17K | 0.51% | 22 |
|
|
2021
Q2 | $968K | Buy |
13,206
+884
| +7% | +$64.8K | 0.5% | 19 |
|
|
2021
Q1 | $932K | Buy |
+12,322
| New | +$932K | 0.52% | 19 |
|