SWM
Segment 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 | $1.61M | Buy |
23,231
+514
| +2% | +$35.7K | 0.1% | 122 |
|
|
2025
Q1 | $1.61M | Buy |
22,717
+4,199
| +23% | +$298K | 0.11% | 114 |
|
|
2024
Q4 | $1.33M | Sell |
18,518
-1,040
| -5% | -$74.6K | 0.09% | 128 |
|
|
2024
Q3 | $1.65M | Buy |
19,558
+513
| +3% | +$43.4K | 0.11% | 112 |
|
|
2024
Q2 | $1.35M | Buy |
19,045
+3,105
| +19% | +$220K | 0.1% | 125 |
|
|
2024
Q1 | $1.02M | Buy |
15,940
+120
| +0.8% | +$7.67K | 0.08% | 145 |
|
|
2023
Q4 | $961K | Sell |
15,820
-138,123
| -90% | -$8.39M | 0.08% | 136 |
|
|
2023
Q3 | $8.82M | Sell |
153,943
-5,931
| -4% | -$340K | 0.9% | 45 |
|
|
2023
Q2 | $11.9M | Buy |
159,874
+1,482
| +0.9% | +$110K | 1.22% | 21 |
|
|
2023
Q1 | $12.2M | Buy |
158,392
+1,547
| +1% | +$119K | 1.38% | 18 |
|
|
2022
Q4 | $13.1M | Buy |
156,845
+1,661
| +1% | +$139K | 1.52% | 11 |
|
|
2022
Q3 | $12.2M | Buy |
155,184
+4,699
| +3% | +$368K | 1.52% | 10 |
|
|
2022
Q2 | $11.7M | Buy |
150,485
+5,375
| +4% | +$416K | 1.48% | 11 |
|
|
2022
Q1 | $12.3M | Buy |
145,110
+11,151
| +8% | +$945K | 1.27% | 17 |
|
|
2021
Q4 | $12.5M | Buy |
133,959
+3,550
| +3% | +$331K | 1.31% | 15 |
|
|
2021
Q3 | $10.2M | Buy |
130,409
+4,945
| +4% | +$388K | 1.22% | 20 |
|
|
2021
Q2 | $9.19M | Buy |
125,464
+6,558
| +6% | +$481K | 1.09% | 29 |
|
|
2021
Q1 | $8.99M | Buy |
118,906
+3,526
| +3% | +$267K | 1.19% | 20 |
|
|
2020
Q4 | $8.9M | Buy |
115,380
+85,822
| +290% | +$6.62M | 1.29% | 15 |
|
|
2020
Q3 | $8.2M | Buy |
29,558
+1,510
| +5% | +$419K | 1.33% | 18 |
|
|
2020
Q2 | $6.74M | Buy |
28,048
+21,444
| +325% | +$5.15M | 1.25% | 21 |
|
|
2020
Q1 | $1.59M | Buy |
6,604
+883
| +15% | +$212K | 0.35% | 75 |
|
|
2019
Q4 | $1.39M | Buy |
5,721
+216
| +4% | +$52.3K | 0.23% | 92 |
|
|
2019
Q3 | $1.28M | Buy |
5,505
+360
| +7% | +$83.9K | 0.25% | 87 |
|
|
2019
Q2 | $1.05M | Buy |
5,145
+544
| +12% | +$111K | 0.21% | 94 |
|
|
2019
Q1 | $889K | Buy |
4,601
+521
| +13% | +$101K | 0.19% | 102 |
|
|
2018
Q4 | $709K | Buy |
4,080
+720
| +21% | +$125K | 0.18% | 99 |
|
|
2018
Q3 | $563K | Buy |
3,360
+125
| +4% | +$20.9K | 0.12% | 119 |
|
|
2018
Q2 | $540K | Buy |
3,235
+265
| +9% | +$44.2K | 0.13% | 124 |
|
|
2018
Q1 | $485K | Buy |
2,970
+220
| +8% | +$35.9K | 0.12% | 123 |
|
|
2017
Q4 | $430K | Buy |
2,750
+1,093
| +66% | +$171K | 0.1% | 135 |
|
|
2017
Q3 | $243K | Hold |
1,657
| – | – | 0.06% | 177 |
|
|
2017
Q2 | $232K | Hold |
1,657
| – | – | 0.06% | 185 |
|
|
2017
Q1 | $213K | Buy |
+1,657
| New | +$213K | 0.07% | 171 |
|