QPWM
Quadrant Private 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 | $352K | Buy |
5,077
+200
| +4% | +$13.9K | 0.07% | 178 |
|
|
2025
Q1 | $346K | Sell |
4,877
-374
| -7% | -$26.5K | 0.09% | 168 |
|
|
2024
Q4 | $376K | Buy |
5,251
+11
| +0.2% | +$789 | 0.09% | 175 |
|
|
2024
Q3 | $443K | Sell |
5,240
-59
| -1% | -$4.99K | 0.11% | 154 |
|
|
2024
Q2 | $375K | Buy |
5,299
+416
| +9% | +$29.5K | 0.09% | 169 |
|
|
2024
Q1 | $312K | Sell |
4,883
-9
| -0.2% | -$575 | 0.08% | 176 |
|
|
2023
Q4 | $297K | Buy |
4,892
+42
| +0.9% | +$2.55K | 0.08% | 181 |
|
|
2023
Q3 | $278K | Buy |
4,850
+883
| +22% | +$50.6K | 0.09% | 170 |
|
|
2023
Q2 | $294K | Sell |
3,967
-35
| -0.9% | -$2.6K | 0.09% | 187 |
|
|
2023
Q1 | $308K | Sell |
4,002
-1,323
| -25% | -$102K | 0.1% | 176 |
|
|
2022
Q4 | $445K | Buy |
+5,325
| New | +$445K | 0.15% | 132 |
|
|
2022
Q2 | $417K | Buy |
5,379
+501
| +10% | +$38.8K | 0.17% | 115 |
|
|
2022
Q1 | $413K | Buy |
4,878
+101
| +2% | +$8.55K | 0.15% | 132 |
|
|
2021
Q4 | $446K | Hold |
4,777
| – | – | 0.17% | 129 |
|
|
2021
Q3 | $375K | Sell |
4,777
-1,044
| -18% | -$82K | 0.15% | 133 |
|
|
2021
Q2 | $427K | Sell |
5,821
-76
| -1% | -$5.58K | 0.17% | 122 |
|
|
2021
Q1 | $446K | Buy |
5,897
+737
| +14% | +$55.7K | 0.19% | 113 |
|
|
2020
Q4 | $398K | Buy |
5,160
+4,046
| +363% | +$312K | 0.18% | 117 |
|
|
2020
Q3 | $309K | Sell |
1,114
-342
| -23% | -$94.9K | 0.16% | 128 |
|
|
2020
Q2 | $350K | Buy |
1,456
+483
| +50% | +$116K | 0.2% | 111 |
|
|
2020
Q1 | $234K | Buy |
+973
| New | +$234K | 0.2% | 123 |
|