REDW Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,770
| Closed | -$488K | – | 149 |
|
|
2024
Q3 | $488K | Sell |
5,770
-108
| -2% | -$8.43K | 0.13% | 91 |
|
|
2024
Q2 | $416K | Sell |
5,878
-123
| -2% | -$8.73K | 0.11% | 103 |
|
|
2024
Q1 | $384K | Hold |
6,001
| – | – | 0.1% | 102 |
|
|
2023
Q4 | $365K | Hold |
6,001
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $344K | Sell |
6,001
-143
| -2% | -$9.9K | 0.11% | 100 |
|
|
2023
Q2 | $456K | Buy |
6,144
+262
| +4% | +$19.8K | 0.14% | 88 |
|
|
2023
Q1 | $453K | Buy |
5,882
+386
| +7% | +$29.7K | 0.14% | 83 |
|
|
2022
Q4 | $459K | Sell |
5,496
-235
| -4% | -$19K | 0.16% | 74 |
|
|
2022
Q3 | $449K | Buy |
5,731
+147
| +3% | +$12.5K | 0.17% | 75 |
|
|
2022
Q2 | $433K | Hold |
5,584
| – | – | 0.16% | 71 |
|
|
2022
Q1 | $473K | Hold |
5,584
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $521K | Hold |
5,584
| – | – | 0.15% | 62 |
|
|
2021
Q3 | $438K | Hold |
5,584
| – | – | 0.14% | 67 |
|
|
2021
Q2 | $409K | Hold |
5,584
| – | – | 0.13% | 71 |
|
|
2021
Q1 | $422K | Hold |
5,584
| – | – | 0.14% | 67 |
|
|
2020
Q4 | $431K | Hold |
5,584
| – | – | 0.16% | 59 |
|
|
2020
Q3 | $387K | Sell |
5,584
-40
| -0.7% | -$2.76K | 0.16% | 55 |
|
|
2020
Q2 | $338K | Buy |
5,624
+40
| +0.7% | +$2.39K | 0.17% | 56 |
|
|
2020
Q1 | $336K | Hold |
5,584
| – | – | 0.21% | 49 |
|
|
2019
Q4 | $338K | Hold |
5,584
| – | – | 0.19% | 57 |
|
|
2019
Q3 | $325K | Hold |
5,584
| – | – | 0.19% | 55 |
|
|
2019
Q2 | $286K | Hold |
5,584
| – | – | 0.17% | 61 |
|
|
2019
Q1 | $270K | Hold |
5,584
| – | – | 0.17% | 61 |
|
|
2018
Q4 | $243K | Sell |
5,584
-400
| -7% | -$17.5K | 0.17% | 61 |
|
|
2018
Q3 | $251K | Hold |
5,984
| – | – | 0.17% | 68 |
|
|
2018
Q2 | $250K | Hold |
5,984
| – | – | 0.18% | 65 |
|
|
2018
Q1 | $244K | Hold |
5,984
| – | – | 0.18% | 66 |
|
|
2017
Q4 | $234K | Hold |
5,984
| – | – | 0.18% | 70 |
|
|
2017
Q3 | $219K | Hold |
5,984
| – | – | 0.18% | 70 |
|
|
2017
Q2 | $210K | Buy |
+5,984
| New | +$205K | 0.21% | 67 |
|
Other funds holding NEE
REDW Wealth's NEE Position: Q4 2024 in Review
REDW Wealth sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 5,770 shares — an estimated $488K sold.
REDW Wealth first reported a position in NEE in Q2 2017 and held it in 30 quarters. The position peaked at $521K in Q4 2021. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.
- REDW Wealth reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
- REDW Wealth sold 5,770 NextEra Energy shares in Q4 2024, an estimated $488K.
- REDW Wealth first reported a position in NextEra Energy in Q2 2017 and held it in 30 quarters.
- REDW Wealth's NextEra Energy position peaked at $521K in Q4 2021.
- 2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.
Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.