RWA 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 | $30.1M | Sell |
433,649
-24,968
| -5% | -$1.73M | 0.38% | 44 |
|
|
2025
Q1 | $32.5M | Sell |
458,617
-34,790
| -7% | -$2.47M | 0.41% | 40 |
|
|
2024
Q4 | $35.4M | Sell |
493,407
-184,427
| -27% | -$13.2M | 0.44% | 39 |
|
|
2024
Q3 | $57.3M | Sell |
677,834
-68,923
| -9% | -$5.83M | 0.71% | 19 |
|
|
2024
Q2 | $52.9M | Sell |
746,757
-40,485
| -5% | -$2.87M | 0.7% | 20 |
|
|
2024
Q1 | $50.3M | Sell |
787,242
-107,580
| -12% | -$6.88M | 0.68% | 19 |
|
|
2023
Q4 | $54.4M | Buy |
894,822
+712,291
| +390% | +$43.3M | 0.78% | 18 |
|
|
2023
Q3 | $10.5M | Buy |
182,531
+10,621
| +6% | +$608K | 0.23% | 43 |
|
|
2023
Q2 | $12.8M | Sell |
171,910
-3,348
| -2% | -$248K | 0.28% | 36 |
|
|
2023
Q1 | $13.5M | Buy |
175,258
+44,429
| +34% | +$3.42M | 0.32% | 30 |
|
|
2022
Q4 | $11.1M | Buy |
130,829
+4,400
| +3% | +$374K | 0.28% | 33 |
|
|
2022
Q3 | $9.91M | Buy |
126,429
+163
| +0.1% | +$12.8K | 0.7% | 29 |
|
|
2022
Q2 | $9.78M | Buy |
126,266
+3,591
| +3% | +$278K | 0.66% | 29 |
|
|
2022
Q1 | $10.4M | Buy |
122,675
+2,812
| +2% | +$238K | 0.67% | 33 |
|
|
2021
Q4 | $11.2M | Buy |
119,863
+1,437
| +1% | +$134K | 0.75% | 35 |
|
|
2021
Q3 | $9.3M | Buy |
118,426
+961
| +0.8% | +$75.5K | 0.69% | 38 |
|
|
2021
Q2 | $8.61M | Buy |
117,465
+6,860
| +6% | +$503K | 0.64% | 44 |
|
|
2021
Q1 | $8.36M | Sell |
110,605
-13,493
| -11% | -$1.02M | 0.67% | 43 |
|
|
2020
Q4 | $9.57M | Sell |
124,098
-3,146
| -2% | -$243K | 0.85% | 24 |
|
|
2020
Q3 | $8.83M | Buy |
127,244
+5,892
| +5% | +$409K | 0.93% | 21 |
|
|
2020
Q2 | $7.29M | Buy |
121,352
+5,868
| +5% | +$352K | 0.89% | 27 |
|
|
2020
Q1 | $6.95M | Buy |
115,484
+1,908
| +2% | +$115K | 0.98% | 23 |
|
|
2019
Q4 | $6.88M | Sell |
113,576
-824
| -0.7% | -$49.9K | 0.68% | 35 |
|
|
2019
Q3 | $6.66M | Buy |
114,400
+440
| +0.4% | +$25.6K | 0.7% | 38 |
|
|
2019
Q2 | $5.84M | Sell |
113,960
-4,172
| -4% | -$214K | 0.63% | 41 |
|
|
2019
Q1 | $5.71M | Sell |
118,132
-768
| -0.6% | -$37.1K | 0.65% | 37 |
|
|
2018
Q4 | $5.17M | Buy |
118,900
+30,164
| +34% | +$1.31M | 0.68% | 39 |
|
|
2018
Q3 | $3.72M | Buy |
88,736
+5,220
| +6% | +$219K | 0.42% | 56 |
|
|
2018
Q2 | $3.49M | Buy |
83,516
+5,980
| +8% | +$250K | 0.39% | 65 |
|
|
2018
Q1 | $3.17M | Buy |
77,536
+69,336
| +846% | +$2.83M | 0.41% | 65 |
|
|
2017
Q4 | $320K | Sell |
8,200
-832
| -9% | -$32.5K | 0.04% | 188 |
|
|
2017
Q3 | $331K | Buy |
9,032
+116
| +1% | +$4.25K | 0.04% | 184 |
|
|
2017
Q2 | $312K | Buy |
8,916
+688
| +8% | +$24.1K | 0.04% | 157 |
|
|
2017
Q1 | $264K | Buy |
+8,228
| New | +$264K | 0.03% | 164 |
|