SDWMA
Schneider Downs Wealth Management Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
6,483
+2,291
| +55% | +$159K | 0.07% | 98 |
|
|
2025
Q1 | $297K | Buy |
4,192
+495
| +13% | +$35.1K | 0.05% | 112 |
|
|
2024
Q4 | $265K | Hold |
3,697
| – | – | 0.05% | 118 |
|
|
2024
Q3 | $313K | Sell |
3,697
-29
| -0.8% | -$2.45K | 0.06% | 109 |
|
|
2024
Q2 | $264K | Sell |
3,726
-374
| -9% | -$26.5K | 0.06% | 111 |
|
|
2024
Q1 | $262K | Buy |
+4,100
| New | +$262K | 0.06% | 111 |
|
|
2023
Q2 | – | Sell |
-2,599
| Closed | -$200K | – | 117 |
|
|
2023
Q1 | $200K | Sell |
2,599
-85
| -3% | -$6.55K | 0.04% | 110 |
|
|
2022
Q4 | $224K | Sell |
2,684
-5,649
| -68% | -$472K | 0.05% | 105 |
|
|
2022
Q3 | $653K | Sell |
8,333
-305
| -4% | -$23.9K | 0.19% | 48 |
|
|
2022
Q2 | $669K | Sell |
8,638
-33
| -0.4% | -$2.56K | 0.19% | 58 |
|
|
2022
Q1 | $735K | Sell |
8,671
-3
| -0% | -$254 | 0.19% | 55 |
|
|
2021
Q4 | $810K | Sell |
8,674
-5
| -0.1% | -$467 | 0.19% | 57 |
|
|
2021
Q3 | $681K | Buy |
8,679
+298
| +4% | +$23.4K | 0.18% | 65 |
|
|
2021
Q2 | $614K | Buy |
8,381
+780
| +10% | +$57.1K | 0.16% | 65 |
|
|
2021
Q1 | $575K | Buy |
7,601
+4,962
| +188% | +$375K | 0.14% | 64 |
|
|
2020
Q4 | $204K | Buy |
2,639
+1,672
| +173% | +$129K | 0.06% | 91 |
|
|
2020
Q3 | $268K | Buy |
967
+10
| +1% | +$2.77K | 0.09% | 78 |
|
|
2020
Q2 | $230K | Hold |
957
| – | – | 0.08% | 81 |
|
|
2020
Q1 | $230K | Buy |
+957
| New | +$230K | 0.08% | 77 |
|
|
2019
Q3 | – | Sell |
-1,028
| Closed | -$211K | – | 73 |
|
|
2019
Q2 | $211K | Buy |
+1,028
| New | +$211K | 0.07% | 65 |
|