Providence Wealth Advisors’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 | $5.35M | Buy |
40,965
+722
| +2% | +$94.3K | 3.67% | 6 |
|
|
2025
Q1 | $3.65M | Buy |
40,243
+1,155
| +3% | +$105K | 2.76% | 10 |
|
|
2024
Q4 | $4.38M | Buy |
39,088
+558
| +1% | +$62.5K | 3.31% | 7 |
|
|
2024
Q3 | $4.35M | Buy |
38,530
+20,271
| +111% | +$2.29M | 3.22% | 7 |
|
|
2024
Q2 | $1.29M | Sell |
18,259
-1,027
| -5% | -$72.4K | 1.03% | 33 |
|
|
2024
Q1 | $2.85M | Buy |
19,286
+17,816
| +1,212% | +$2.63M | 2.43% | 8 |
|
|
2023
Q4 | $1.01M | Sell |
1,470
-16,729
| -92% | -$11.5M | 0.91% | 36 |
|
|
2023
Q3 | $1.51M | Buy |
18,199
+1,444
| +9% | +$120K | 1.68% | 19 |
|
|
2023
Q2 | $1.77M | Buy |
16,755
+387
| +2% | +$40.8K | 1.96% | 13 |
|
|
2023
Q1 | $1.55M | Buy |
16,368
+500
| +3% | +$47.2K | 1.14% | 29 |
|
|
2022
Q4 | $1.31M | Sell |
15,868
-45
| -0.3% | -$3.72K | 0.97% | 37 |
|
|
2022
Q3 | $1.26M | Sell |
15,913
-9,318
| -37% | -$735K | 0.94% | 36 |
|
|
2022
Q2 | $2M | Buy |
25,231
+871
| +4% | +$69.1K | 1.44% | 23 |
|
|
2022
Q1 | $2.09M | Buy |
24,360
+2,060
| +9% | +$177K | 1.34% | 21 |
|
|
2021
Q4 | $1.9M | Hold |
22,300
| – | – | 1.19% | 25 |
|
|
2021
Q3 | $1.77M | Buy |
22,300
+375
| +2% | +$29.7K | 1.23% | 24 |
|
|
2021
Q2 | $1.63M | Buy |
21,925
+130
| +0.6% | +$9.69K | 1.12% | 28 |
|
|
2021
Q1 | $1.65M | Buy |
21,795
+179
| +0.8% | +$13.5K | 1.21% | 25 |
|
|
2020
Q4 | $1.64M | Buy |
21,616
+100
| +0.5% | +$7.59K | 1.36% | 20 |
|
|
2020
Q3 | $1.49M | Sell |
21,516
-100
| -0.5% | -$6.94K | 1.47% | 20 |
|
|
2020
Q2 | $1.3M | Hold |
21,616
| – | – | 1.32% | 26 |
|
|
2020
Q1 | $1.21M | Sell |
21,616
-492
| -2% | -$27.5K | 1.46% | 24 |
|
|
2019
Q4 | $1.33M | Sell |
22,108
-2,200
| -9% | -$132K | 1.22% | 29 |
|
|
2019
Q3 | $1.42M | Buy |
24,308
+248
| +1% | +$14.4K | 1.26% | 28 |
|
|
2019
Q2 | $1.24M | Sell |
24,060
-20
| -0.1% | -$1.03K | 1.15% | 31 |
|
|
2019
Q1 | $1.16M | Sell |
24,080
-144
| -0.6% | -$6.94K | 1.09% | 34 |
|
|
2018
Q4 | $1.05M | Hold |
24,224
| – | – | 1.16% | 33 |
|
|
2018
Q3 | $1.02M | Buy |
24,224
+200
| +0.8% | +$8.38K | 0.93% | 38 |
|
|
2018
Q2 | $1M | Buy |
24,024
+200
| +0.8% | +$8.35K | 0.98% | 37 |
|
|
2018
Q1 | $967K | Buy |
+23,824
| New | +$967K | 1.43% | 26 |
|