Schrum Private Wealth Management’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 | $498K | Buy |
7,170
+7
| +0.1% | +$486 | 0.4% | 66 |
|
|
2025
Q1 | $508K | Buy |
7,163
+6
| +0.1% | +$425 | 0.45% | 58 |
|
|
2024
Q4 | $513K | Sell |
7,157
-4,703
| -40% | -$337K | 0.43% | 59 |
|
|
2024
Q3 | $1M | Buy |
11,860
+3,813
| +47% | +$322K | 0.52% | 50 |
|
|
2024
Q2 | $570K | Sell |
8,047
-170
| -2% | -$12K | 0.51% | 55 |
|
|
2024
Q1 | $525K | Buy |
8,217
+2,029
| +33% | +$130K | 0.48% | 57 |
|
|
2023
Q4 | $376K | Sell |
6,188
-1,610
| -21% | -$97.8K | 0.53% | 52 |
|
|
2023
Q3 | $447K | Sell |
7,798
-899
| -10% | -$51.5K | 0.51% | 55 |
|
|
2023
Q2 | $645K | Sell |
8,697
-103
| -1% | -$7.64K | 0.7% | 42 |
|
|
2023
Q1 | $678K | Sell |
8,800
-126
| -1% | -$9.71K | 0.78% | 35 |
|
|
2022
Q4 | $746K | Sell |
8,926
-73
| -0.8% | -$6.1K | 0.88% | 30 |
|
|
2022
Q3 | $706K | Sell |
8,999
-15,907
| -64% | -$1.25M | 0.89% | 30 |
|
|
2022
Q2 | $1.93M | Sell |
24,906
-257
| -1% | -$19.9K | 2.18% | 9 |
|
|
2022
Q1 | $2M | Sell |
25,163
-1,234
| -5% | -$97.9K | 2% | 8 |
|
|
2021
Q4 | $2.47M | Buy |
+26,397
| New | +$2.47M | 2.25% | 6 |
|