SWM
SeaCrest Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
12,204
-2,444
| -17% | -$170K | 0.09% | 205 |
|
|
2025
Q1 | $1.04M | Sell |
14,648
-138
| -0.9% | -$9.78K | 0.12% | 172 |
|
|
2024
Q4 | $1.06M | Sell |
14,786
-250
| -2% | -$17.9K | 0.11% | 172 |
|
|
2024
Q3 | $1.27M | Sell |
15,036
-368
| -2% | -$31.1K | 0.14% | 139 |
|
|
2024
Q2 | $1.09M | Buy |
15,404
+1,177
| +8% | +$83.3K | 0.12% | 163 |
|
|
2024
Q1 | $909K | Sell |
14,227
-2,557
| -15% | -$163K | 0.11% | 191 |
|
|
2023
Q4 | $1.04M | Buy |
16,784
+1,147
| +7% | +$71.2K | 0.13% | 166 |
|
|
2023
Q3 | $896K | Buy |
15,637
+219
| +1% | +$12.5K | 0.12% | 183 |
|
|
2023
Q2 | $1.14M | Buy |
15,418
+879
| +6% | +$65.2K | 0.14% | 147 |
|
|
2023
Q1 | $1.12M | Buy |
14,539
+534
| +4% | +$41.2K | 0.15% | 142 |
|
|
2022
Q4 | $1.17M | Buy |
14,005
+86
| +0.6% | +$7.19K | 0.17% | 139 |
|
|
2022
Q3 | $1.09M | Sell |
13,919
-4,445
| -24% | -$348K | 0.17% | 134 |
|
|
2022
Q2 | $1.42M | Sell |
18,364
-681
| -4% | -$52.7K | 0.18% | 106 |
|
|
2022
Q1 | $1.61M | Buy |
19,045
+1,595
| +9% | +$135K | 0.19% | 113 |
|
|
2021
Q4 | $1.63M | Sell |
17,450
-164
| -0.9% | -$15.3K | 0.18% | 111 |
|
|
2021
Q3 | $1.38M | Sell |
17,614
-288
| -2% | -$22.6K | 0.17% | 125 |
|
|
2021
Q2 | $1.31M | Sell |
17,902
-13
| -0.1% | -$953 | 0.16% | 132 |
|
|
2021
Q1 | $1.36M | Buy |
17,915
+2,350
| +15% | +$178K | 0.18% | 113 |
|
|
2020
Q4 | $1.2M | Buy |
15,565
+11,643
| +297% | +$898K | 0.17% | 129 |
|
|
2020
Q3 | $1.09M | Buy |
3,922
+44
| +1% | +$12.2K | 0.17% | 121 |
|
|
2020
Q2 | $931K | Sell |
3,878
-81
| -2% | -$19.4K | 0.16% | 136 |
|
|
2020
Q1 | $953K | Buy |
3,959
+5
| +0.1% | +$1.2K | 0.2% | 108 |
|
|
2019
Q4 | $958K | Sell |
3,954
-89
| -2% | -$21.6K | 0.16% | 148 |
|
|
2019
Q3 | $942K | Buy |
4,043
+521
| +15% | +$121K | 0.18% | 147 |
|
|
2019
Q2 | $722K | Sell |
3,522
-75
| -2% | -$15.4K | 0.15% | 169 |
|
|
2019
Q1 | $695K | Buy |
3,597
+35
| +1% | +$6.76K | 0.12% | 177 |
|
|
2018
Q4 | $619K | Sell |
3,562
-821
| -19% | -$143K | 0.13% | 173 |
|
|
2018
Q3 | $735K | Buy |
4,383
+28
| +0.6% | +$4.7K | 0.12% | 171 |
|
|
2018
Q2 | $727K | Buy |
4,355
+113
| +3% | +$18.9K | 0.13% | 159 |
|
|
2018
Q1 | $693K | Buy |
4,242
+19
| +0.4% | +$3.1K | 0.13% | 166 |
|
|
2017
Q4 | $660K | Buy |
+4,223
| New | +$660K | 0.12% | 174 |
|