Prestige Wealth Management Group’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 | $680K | Buy |
9,791
+1,947
| +25% | +$135K | 0.14% | 79 |
|
|
2025
Q1 | $556K | Buy |
7,844
+141
| +2% | +$10K | 0.12% | 86 |
|
|
2024
Q4 | $552K | Buy |
7,703
+352
| +5% | +$25.2K | 0.11% | 91 |
|
|
2024
Q3 | $621K | Sell |
7,351
-115
| -2% | -$9.72K | 0.13% | 84 |
|
|
2024
Q2 | $529K | Buy |
7,466
+737
| +11% | +$52.2K | 0.11% | 83 |
|
|
2024
Q1 | $430K | Buy |
6,729
+163
| +2% | +$10.4K | 0.09% | 102 |
|
|
2023
Q4 | $399K | Sell |
6,566
-2,218
| -25% | -$135K | 0.09% | 97 |
|
|
2023
Q3 | $503K | Buy |
8,784
+124
| +1% | +$7.1K | 0.12% | 80 |
|
|
2023
Q2 | $643K | Sell |
8,660
-311
| -3% | -$23.1K | 0.15% | 67 |
|
|
2023
Q1 | $692K | Buy |
8,971
+1,027
| +13% | +$79.2K | 0.17% | 62 |
|
|
2022
Q4 | $664K | Buy |
7,944
+522
| +7% | +$43.6K | 0.17% | 68 |
|
|
2022
Q3 | $582K | Buy |
7,422
+546
| +8% | +$42.8K | 0.16% | 62 |
|
|
2022
Q2 | $533K | Buy |
6,876
+1,684
| +32% | +$131K | 0.14% | 66 |
|
|
2022
Q1 | $439K | Buy |
5,192
+212
| +4% | +$17.9K | 0.11% | 90 |
|
|
2021
Q4 | $465K | Buy |
4,980
+199
| +4% | +$18.6K | 0.11% | 80 |
|
|
2021
Q3 | $375K | Buy |
4,781
+394
| +9% | +$30.9K | 0.1% | 85 |
|
|
2021
Q2 | $321K | Buy |
4,387
+714
| +19% | +$52.2K | 0.09% | 91 |
|
|
2021
Q1 | $277K | Sell |
3,673
-330
| -8% | -$24.9K | 0.08% | 99 |
|
|
2020
Q4 | $309K | Sell |
4,003
-365
| -8% | -$28.2K | 0.08% | 98 |
|
|
2020
Q3 | $304K | Buy |
4,368
+708
| +19% | +$49.3K | 0.09% | 91 |
|
|
2020
Q2 | $220K | Buy |
3,660
+1,788
| +96% | +$107K | 0.08% | 90 |
|
|
2020
Q1 | $112K | Buy |
1,872
+1,760
| +1,571% | +$105K | 0.05% | 114 |
|
|
2019
Q4 | $7K | Hold |
112
| – | – | ﹤0.01% | 386 |
|
|
2019
Q3 | $7K | Buy |
+112
| New | +$7K | ﹤0.01% | 374 |
|
|
2019
Q1 | – | Sell |
-340
| Closed | -$15K | – | 904 |
|
|
2018
Q4 | $15K | Buy |
+340
| New | +$15K | 0.01% | 364 |
|