SWM
Spire 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 | $6.73M | Sell |
98,866
-50,979
| -34% | -$3.47M | 0.24% | 85 |
|
|
2025
Q1 | $10.6M | Sell |
149,845
-9,923
| -6% | -$703K | 0.34% | 64 |
|
|
2024
Q4 | $11.5M | Buy |
159,768
+3,824
| +2% | +$274K | 0.36% | 59 |
|
|
2024
Q3 | $13.2M | Buy |
155,944
+27,326
| +21% | +$2.31M | 0.44% | 46 |
|
|
2024
Q2 | $9.1M | Sell |
128,618
-10,589
| -8% | -$749K | 0.32% | 66 |
|
|
2024
Q1 | $17M | Sell |
139,207
-2,775
| -2% | -$339K | 0.31% | 74 |
|
|
2023
Q4 | $8.13M | Buy |
141,982
+13,262
| +10% | +$759K | 0.27% | 79 |
|
|
2023
Q3 | $7.37M | Sell |
128,720
-34,345
| -21% | -$1.97M | 0.28% | 73 |
|
|
2023
Q2 | $12.1M | Sell |
163,065
-43,935
| -21% | -$3.26M | 0.45% | 49 |
|
|
2023
Q1 | $16M | Buy |
207,000
+37,422
| +22% | +$2.88M | 0.62% | 29 |
|
|
2022
Q4 | $14.2M | Buy |
169,578
+1,350
| +0.8% | +$113K | 0.8% | 26 |
|
|
2022
Q3 | $13.2M | Sell |
168,228
-63,983
| -28% | -$5.02M | 0.8% | 26 |
|
|
2022
Q2 | $18M | Sell |
232,211
-70,456
| -23% | -$5.46M | 0.74% | 24 |
|
|
2022
Q1 | $25.7M | Sell |
302,667
-40,586
| -12% | -$3.44M | 0.69% | 27 |
|
|
2021
Q4 | $32M | Buy |
343,253
+4,805
| +1% | +$449K | 0.71% | 24 |
|
|
2021
Q3 | $26.6M | Sell |
338,448
-471
| -0.1% | -$37K | 0.7% | 26 |
|
|
2021
Q2 | $24.8M | Sell |
338,919
-7,870
| -2% | -$577K | 0.67% | 27 |
|
|
2021
Q1 | $26M | Buy |
+346,789
| New | +$26M | 0.69% | 25 |
|