Smith Salley 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 | $23.4M | Buy |
337,725
+10,756
| +3% | +$747K | 1.36% | 22 |
|
|
2025
Q1 | $23.2M | Buy |
326,969
+33,962
| +12% | +$2.41M | 1.52% | 18 |
|
|
2024
Q4 | $21M | Buy |
293,007
+1,865
| +0.6% | +$134K | 1.35% | 20 |
|
|
2024
Q3 | $24.6M | Buy |
291,142
+10,150
| +4% | +$858K | 1.61% | 15 |
|
|
2024
Q2 | $19.9M | Buy |
280,992
+10,939
| +4% | +$775K | 1.43% | 22 |
|
|
2024
Q1 | $17.3M | Sell |
270,053
-41,656
| -13% | -$2.66M | 1.34% | 26 |
|
|
2023
Q4 | $18.9M | Buy |
311,709
+59,120
| +23% | +$3.59M | 1.22% | 32 |
|
|
2023
Q3 | $14.5M | Buy |
252,589
+107,891
| +75% | +$6.18M | 1.07% | 34 |
|
|
2023
Q2 | $10.7M | Buy |
144,698
+2,857
| +2% | +$212K | 0.79% | 41 |
|
|
2023
Q1 | $10.9M | Buy |
141,841
+133,408
| +1,582% | +$10.3M | 0.87% | 39 |
|
|
2022
Q4 | $705K | Buy |
8,433
+410
| +5% | +$34.3K | 0.06% | 144 |
|
|
2022
Q3 | $629K | Sell |
8,023
-41
| -0.5% | -$3.21K | 0.06% | 149 |
|
|
2022
Q2 | $625K | Buy |
8,064
+89
| +1% | +$6.9K | 0.05% | 151 |
|
|
2022
Q1 | $676K | Sell |
7,975
-57
| -0.7% | -$4.83K | 0.05% | 165 |
|
|
2021
Q4 | $750K | Buy |
8,032
+126
| +2% | +$11.8K | 0.05% | 167 |
|
|
2021
Q3 | $621K | Hold |
7,906
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $579K | Sell |
7,906
-392
| -5% | -$28.7K | 0.05% | 178 |
|
|
2021
Q1 | $627K | Sell |
8,298
-396
| -5% | -$29.9K | 0.06% | 159 |
|
|
2020
Q4 | $671K | Buy |
8,694
+502
| +6% | +$38.7K | 0.07% | 139 |
|
|
2020
Q3 | $568K | Buy |
8,192
+168
| +2% | +$11.6K | 0.07% | 123 |
|
|
2020
Q2 | $482K | Sell |
8,024
-20
| -0.2% | -$1.2K | 0.06% | 128 |
|
|
2020
Q1 | $484K | Sell |
8,044
-436
| -5% | -$26.2K | 0.08% | 122 |
|
|
2019
Q4 | $513K | Buy |
8,480
+240
| +3% | +$14.5K | 0.07% | 125 |
|
|
2019
Q3 | $480K | Buy |
8,240
+300
| +4% | +$17.5K | 0.07% | 127 |
|
|
2019
Q2 | $407K | Buy |
7,940
+380
| +5% | +$19.5K | 0.06% | 135 |
|
|
2019
Q1 | $365K | Sell |
7,560
-60
| -0.8% | -$2.9K | 0.06% | 139 |
|
|
2018
Q4 | $331K | Buy |
7,620
+20
| +0.3% | +$869 | 0.06% | 133 |
|
|
2018
Q3 | $318K | Buy |
7,600
+60
| +0.8% | +$2.51K | 0.05% | 150 |
|
|
2018
Q2 | $315K | Hold |
7,540
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $308K | Buy |
+7,540
| New | +$308K | 0.06% | 140 |
|