River 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 | $337K | Sell |
4,862
-64
| -1% | -$4.44K | 0.04% | 174 |
|
|
2025
Q1 | $349K | Sell |
4,926
-11,899
| -71% | -$843K | 0.05% | 166 |
|
|
2024
Q4 | $1.21M | Sell |
16,825
-569
| -3% | -$40.8K | 0.16% | 100 |
|
|
2024
Q3 | $1.47M | Sell |
17,394
-606
| -3% | -$51.2K | 0.2% | 100 |
|
|
2024
Q2 | $1.27M | Sell |
18,000
-1,898
| -10% | -$134K | 0.18% | 98 |
|
|
2024
Q1 | $1.27M | Sell |
19,898
-4,457
| -18% | -$285K | 0.18% | 100 |
|
|
2023
Q4 | $1.48M | Sell |
24,355
-1,524
| -6% | -$92.6K | 0.24% | 92 |
|
|
2023
Q3 | $1.48M | Buy |
25,879
+3,147
| +14% | +$180K | 0.27% | 86 |
|
|
2023
Q2 | $1.69M | Buy |
22,732
+3,768
| +20% | +$280K | 0.29% | 88 |
|
|
2023
Q1 | $1.46M | Buy |
18,964
+5,043
| +36% | +$389K | 0.27% | 93 |
|
|
2022
Q4 | $1.16M | Sell |
13,921
-265
| -2% | -$22.2K | 0.22% | 106 |
|
|
2022
Q3 | $1.11M | Sell |
14,186
-601
| -4% | -$47.1K | 0.24% | 96 |
|
|
2022
Q2 | $1.15M | Sell |
14,787
-258
| -2% | -$20K | 0.21% | 105 |
|
|
2022
Q1 | $1.27M | Sell |
15,045
-1,227
| -8% | -$104K | 0.2% | 102 |
|
|
2021
Q4 | $1.52M | Buy |
16,272
+488
| +3% | +$45.6K | 0.24% | 95 |
|
|
2021
Q3 | $1.24M | Buy |
15,784
+1,351
| +9% | +$106K | 0.21% | 98 |
|
|
2021
Q2 | $1.06M | Buy |
14,433
+1,517
| +12% | +$111K | 0.19% | 107 |
|
|
2021
Q1 | $977K | Sell |
12,916
-130
| -1% | -$9.83K | 0.18% | 108 |
|
|
2020
Q4 | $1.01M | Buy |
13,046
+762
| +6% | +$58.8K | 0.22% | 101 |
|
|
2020
Q3 | $852K | Sell |
12,284
-312
| -2% | -$21.6K | 0.22% | 101 |
|
|
2020
Q2 | $756K | Sell |
12,596
-560
| -4% | -$33.6K | 0.23% | 101 |
|
|
2020
Q1 | $791K | Sell |
13,156
-172
| -1% | -$10.3K | 0.32% | 87 |
|
|
2019
Q4 | $807K | Sell |
13,328
-396
| -3% | -$24K | 0.27% | 92 |
|
|
2019
Q3 | $799K | Buy |
13,724
+148
| +1% | +$8.62K | 0.3% | 87 |
|
|
2019
Q2 | $695K | Buy |
13,576
+4
| +0% | +$205 | 0.27% | 91 |
|
|
2019
Q1 | $656K | Sell |
13,572
-1,256
| -8% | -$60.7K | 0.27% | 95 |
|
|
2018
Q4 | $644K | Sell |
14,828
-3,328
| -18% | -$145K | 0.29% | 89 |
|
|
2018
Q3 | $761K | Sell |
18,156
-392
| -2% | -$16.4K | 0.28% | 93 |
|
|
2018
Q2 | $775K | Sell |
18,548
-388
| -2% | -$16.2K | 0.3% | 93 |
|
|
2018
Q1 | $773K | Buy |
18,936
+536
| +3% | +$21.9K | 0.33% | 99 |
|
|
2017
Q4 | $718K | Buy |
18,400
+808
| +5% | +$31.5K | 0.3% | 99 |
|
|
2017
Q3 | $645K | Sell |
17,592
-516
| -3% | -$18.9K | 0.29% | 98 |
|
|
2017
Q2 | $634K | Sell |
18,108
-356
| -2% | -$12.5K | 0.3% | 102 |
|
|
2017
Q1 | $592K | Sell |
18,464
-1,896
| -9% | -$60.8K | 0.29% | 99 |
|
|
2016
Q4 | $608K | Sell |
20,360
-200
| -1% | -$5.97K | 0.31% | 97 |
|
|
2016
Q3 | $629K | Sell |
20,560
-676
| -3% | -$20.7K | 0.35% | 93 |
|
|
2016
Q2 | $692K | Hold |
21,236
| – | – | 0.4% | 89 |
|
|
2016
Q1 | $628K | Buy |
21,236
+328
| +2% | +$9.7K | 0.38% | 89 |
|
|
2015
Q4 | $543K | Sell |
20,908
-400
| -2% | -$10.4K | 0.34% | 93 |
|
|
2015
Q3 | $520K | Sell |
21,308
-1,200
| -5% | -$29.3K | 0.36% | 91 |
|
|
2015
Q2 | $552K | Sell |
22,508
-3,128
| -12% | -$76.7K | 0.35% | 94 |
|
|
2015
Q1 | $667K | Buy |
+25,636
| New | +$667K | 0.41% | 83 |
|