SIS
Sound Income Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
35,899
+11,627
| +48% | +$807K | 0.14% | 117 |
|
|
2025
Q1 | $1.72M | Buy |
24,272
+236
| +1% | +$16.7K | 0.1% | 127 |
|
|
2024
Q4 | $1.72M | Buy |
24,036
+677
| +3% | +$48.5K | 0.11% | 119 |
|
|
2024
Q3 | $1.97M | Sell |
23,359
-3,828
| -14% | -$324K | 0.13% | 116 |
|
|
2024
Q2 | $1.93M | Buy |
27,187
+821
| +3% | +$58.1K | 0.12% | 115 |
|
|
2024
Q1 | $1.69M | Buy |
26,366
+279
| +1% | +$17.8K | 0.13% | 110 |
|
|
2023
Q4 | $1.58M | Buy |
26,087
+4,927
| +23% | +$299K | 0.13% | 98 |
|
|
2023
Q3 | $1.21M | Buy |
21,160
+112
| +0.5% | +$6.42K | 0.1% | 96 |
|
|
2023
Q2 | $1.56M | Buy |
21,048
+2,264
| +12% | +$168K | 0.16% | 87 |
|
|
2023
Q1 | $1.45M | Buy |
18,784
+70
| +0.4% | +$5.4K | 0.16% | 87 |
|
|
2022
Q4 | $1.56M | Buy |
18,714
+312
| +2% | +$26.1K | 0.2% | 77 |
|
|
2022
Q3 | $1.44M | Sell |
18,402
-3
| -0% | -$235 | 0.21% | 76 |
|
|
2022
Q2 | $1.43M | Buy |
18,405
+426
| +2% | +$33K | 0.19% | 75 |
|
|
2022
Q1 | $1.52M | Sell |
17,979
-589
| -3% | -$49.9K | 0.18% | 75 |
|
|
2021
Q4 | $1.73M | Buy |
18,568
+65
| +0.4% | +$6.07K | 0.2% | 77 |
|
|
2021
Q3 | $1.45M | Sell |
18,503
-27
| -0.1% | -$2.12K | 0.19% | 80 |
|
|
2021
Q2 | $1.36M | Buy |
18,530
+887
| +5% | +$65K | 0.2% | 75 |
|
|
2021
Q1 | $1.33M | Buy |
17,643
+14,531
| +467% | +$1.1M | 0.23% | 74 |
|
|
2020
Q4 | $240K | Buy |
3,112
+2,355
| +311% | +$182K | 0.05% | 111 |
|
|
2020
Q3 | $210K | Buy |
757
+24
| +3% | +$6.66K | 0.06% | 92 |
|
|
2020
Q2 | $176K | Sell |
733
-319
| -30% | -$76.6K | 0.05% | 74 |
|
|
2020
Q1 | $253K | Buy |
1,052
+503
| +92% | +$121K | 0.09% | 59 |
|
|
2019
Q4 | $133K | Buy |
549
+151
| +38% | +$36.6K | 0.04% | 70 |
|
|
2019
Q3 | $93K | Sell |
398
-574
| -59% | -$134K | 0.03% | 83 |
|
|
2019
Q2 | $199K | Hold |
972
| – | – | 0.07% | 55 |
|
|
2019
Q1 | $188K | Buy |
972
+196
| +25% | +$37.9K | 0.09% | 60 |
|
|
2018
Q4 | $135K | Buy |
776
+600
| +341% | +$104K | 0.07% | 72 |
|
|
2018
Q3 | $29K | Hold |
176
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $29K | Sell |
176
-11
| -6% | -$1.81K | 0.02% | 173 |
|
|
2018
Q1 | $31K | Buy |
187
+114
| +156% | +$18.9K | 0.02% | 158 |
|
|
2017
Q4 | $11K | Buy |
+73
| New | +$11K | 0.01% | 206 |
|