SWMP
Signature Wealth Management Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
17,158
+8,488
| +98% | +$589K | 0.68% | 30 |
|
|
2025
Q1 | $615K | Hold |
8,670
| – | – | 0.4% | 50 |
|
|
2024
Q4 | $622K | Hold |
8,670
| – | – | 0.43% | 51 |
|
|
2024
Q3 | $733K | Sell |
8,670
-258
| -3% | -$21.8K | 0.53% | 43 |
|
|
2024
Q2 | $632K | Buy |
8,928
+8
| +0.1% | +$566 | 0.48% | 47 |
|
|
2024
Q1 | $570K | Buy |
8,920
+1,250
| +16% | +$79.9K | 0.46% | 49 |
|
|
2023
Q4 | $466K | Buy |
+7,670
| New | +$466K | 0.41% | 52 |
|
|
2023
Q2 | – | Sell |
-12,840
| Closed | -$990K | – | 107 |
|
|
2023
Q1 | $990K | Buy |
12,840
+80
| +0.6% | +$6.17K | 0.92% | 25 |
|
|
2022
Q4 | $1.07M | Hold |
12,760
| – | – | 1.05% | 24 |
|
|
2022
Q3 | $1M | Hold |
12,760
| – | – | 1.1% | 23 |
|
|
2022
Q2 | $989K | Hold |
12,760
| – | – | 1.01% | 26 |
|
|
2022
Q1 | $1.08M | Sell |
12,760
-276
| -2% | -$23.4K | 0.92% | 27 |
|
|
2021
Q4 | $1.22M | Sell |
13,036
-306
| -2% | -$28.6K | 1.03% | 27 |
|
|
2021
Q3 | $1.05M | Hold |
13,342
| – | – | 0.95% | 28 |
|
|
2021
Q2 | $978K | Hold |
13,342
| – | – | 0.89% | 28 |
|
|
2021
Q1 | $1.01M | Buy |
+13,342
| New | +$1.01M | 0.97% | 28 |
|