SW
SkyOak Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Hold |
39,953
| – | – | 0.56% | 48 |
|
|
2025
Q1 | $2.83M | Sell |
39,953
-532
| -1% | -$37.7K | 0.62% | 45 |
|
|
2024
Q4 | $2.9M | Buy |
40,485
+1,194
| +3% | +$85.6K | 0.62% | 43 |
|
|
2024
Q3 | $3.32M | Sell |
39,291
-168
| -0.4% | -$14.2K | 0.74% | 37 |
|
|
2024
Q2 | $2.79M | Sell |
39,459
-825
| -2% | -$58.4K | 0.65% | 42 |
|
|
2024
Q1 | $2.57M | Sell |
40,284
-102
| -0.3% | -$6.52K | 0.62% | 41 |
|
|
2023
Q4 | $2.45M | Sell |
40,386
-4,233
| -9% | -$257K | 0.64% | 39 |
|
|
2023
Q3 | $2.56M | Sell |
44,619
-140
| -0.3% | -$8.02K | 0.75% | 37 |
|
|
2023
Q2 | $3.32M | Sell |
44,759
-1,703
| -4% | -$126K | 0.94% | 30 |
|
|
2023
Q1 | $3.58M | Buy |
46,462
+48
| +0.1% | +$3.7K | 1.09% | 26 |
|
|
2022
Q4 | $3.88M | Buy |
46,414
+924
| +2% | +$77.2K | 1.3% | 20 |
|
|
2022
Q3 | $3.57M | Sell |
45,490
-973
| -2% | -$76.3K | 1.28% | 20 |
|
|
2022
Q2 | $3.6M | Buy |
46,463
+616
| +1% | +$47.7K | 1.23% | 23 |
|
|
2022
Q1 | $3.88M | Buy |
45,847
+627
| +1% | +$53.1K | 1.08% | 29 |
|
|
2021
Q4 | $4.22M | Buy |
45,220
+162
| +0.4% | +$15.1K | 1.07% | 30 |
|
|
2021
Q3 | $3.54M | Buy |
45,058
+24
| +0.1% | +$1.89K | 0.95% | 31 |
|
|
2021
Q2 | $3.3M | Sell |
45,034
-379
| -0.8% | -$27.8K | 0.88% | 30 |
|
|
2021
Q1 | $3.5M | Sell |
45,413
-489
| -1% | -$37.7K | 0.97% | 28 |
|
|
2020
Q4 | $3.54M | Buy |
45,902
+34,426
| +300% | +$2.66M | 1.1% | 25 |
|
|
2020
Q3 | $3.19M | Sell |
11,476
-534
| -4% | -$148K | 1.15% | 22 |
|
|
2020
Q2 | $2.88M | Sell |
12,010
-20
| -0.2% | -$4.8K | 1.06% | 22 |
|
|
2020
Q1 | $2.9M | Sell |
12,030
-289
| -2% | -$69.5K | 1.48% | 13 |
|
|
2019
Q4 | $2.98M | Buy |
+12,319
| New | +$2.98M | 0.92% | 29 |
|