Principle Wealth Partners’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 | $2.48M | Buy |
35,757
+806
| +2% | +$56K | 0.16% | 109 |
|
|
2025
Q1 | $2.48M | Sell |
34,951
-1,505
| -4% | -$107K | 0.18% | 110 |
|
|
2024
Q4 | $2.61M | Buy |
36,456
+1,050
| +3% | +$75.3K | 0.18% | 109 |
|
|
2024
Q3 | $2.99M | Buy |
35,406
+939
| +3% | +$79.4K | 0.21% | 102 |
|
|
2024
Q2 | $2.44M | Buy |
34,467
+909
| +3% | +$64.4K | 0.19% | 111 |
|
|
2024
Q1 | $2.14M | Buy |
33,558
+6,380
| +23% | +$408K | 0.17% | 118 |
|
|
2023
Q4 | $1.65M | Sell |
27,178
-11,364
| -29% | -$690K | 0.14% | 122 |
|
|
2023
Q3 | $2.21M | Sell |
38,542
-228
| -0.6% | -$13.1K | 0.22% | 102 |
|
|
2023
Q2 | $2.88M | Sell |
38,770
-4
| -0% | -$297 | 0.29% | 80 |
|
|
2023
Q1 | $2.99M | Hold |
38,774
| – | – | 0.32% | 74 |
|
|
2022
Q4 | $3.24M | Buy |
38,774
+5,507
| +17% | +$460K | 0.37% | 71 |
|
|
2022
Q3 | $2.61K | Buy |
33,267
+2,225
| +7% | +$174 | 0.25% | 76 |
|
|
2022
Q2 | $2.41M | Buy |
31,042
+2,915
| +10% | +$226K | 0.29% | 82 |
|
|
2022
Q1 | $2.38M | Buy |
28,127
+5,585
| +25% | +$473K | 0.25% | 86 |
|
|
2021
Q4 | $2.11M | Hold |
22,542
| – | – | 0.22% | 89 |
|
|
2021
Q3 | $1.77M | Hold |
22,542
| – | – | 0.2% | 96 |
|
|
2021
Q2 | $1.65M | Buy |
22,542
+4,230
| +23% | +$310K | 0.19% | 101 |
|
|
2021
Q1 | $1.39M | Buy |
18,312
+3,080
| +20% | +$233K | 0.16% | 109 |
|
|
2020
Q4 | $1.18M | Buy |
15,232
+7,368
| +94% | +$568K | 0.15% | 111 |
|
|
2020
Q3 | $546K | Hold |
7,864
| – | – | 0.15% | 80 |
|
|
2020
Q2 | $472K | Hold |
7,864
| – | – | 0.14% | 88 |
|
|
2020
Q1 | $473K | Sell |
7,864
-200
| -2% | -$12K | 0.18% | 82 |
|
|
2019
Q4 | $488K | Hold |
8,064
| – | – | 0.16% | 101 |
|
|
2019
Q3 | $470K | Hold |
8,064
| – | – | 0.16% | 102 |
|
|
2019
Q2 | $413K | Buy |
8,064
+196
| +2% | +$10K | 0.21% | 86 |
|
|
2019
Q1 | $380K | Sell |
7,868
-1,048
| -12% | -$50.6K | 0.22% | 81 |
|
|
2018
Q4 | $387K | Buy |
+8,916
| New | +$387K | 0.32% | 70 |
|