Stockman 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 | $220K | Sell |
3,165
-270
| -8% | -$18.7K | 0.03% | 164 |
|
|
2025
Q1 | $244K | Buy |
3,435
+351
| +11% | +$24.9K | 0.04% | 145 |
|
|
2024
Q4 | $221K | Sell |
3,084
-193
| -6% | -$13.8K | 0.03% | 151 |
|
|
2024
Q3 | $277K | Buy |
3,277
+271
| +9% | +$22.9K | 0.04% | 149 |
|
|
2024
Q2 | $213K | Sell |
3,006
-315
| -9% | -$22.3K | 0.04% | 166 |
|
|
2024
Q1 | $212K | Sell |
3,321
-611
| -16% | -$39K | 0.04% | 168 |
|
|
2023
Q4 | $239K | Buy |
3,932
+334
| +9% | +$20.3K | 0.05% | 153 |
|
|
2023
Q3 | $206K | Buy |
3,598
+26
| +0.7% | +$1.49K | 0.05% | 174 |
|
|
2023
Q2 | $265K | Sell |
3,572
-469
| -12% | -$34.8K | 0.06% | 160 |
|
|
2023
Q1 | $311K | Buy |
4,041
+449
| +13% | +$34.6K | 0.07% | 151 |
|
|
2022
Q4 | $300K | Sell |
3,592
-69
| -2% | -$5.77K | 0.07% | 148 |
|
|
2022
Q3 | $287K | Sell |
3,661
-40
| -1% | -$3.14K | 0.08% | 140 |
|
|
2022
Q2 | $287K | Hold |
3,701
| – | – | 0.07% | 146 |
|
|
2022
Q1 | $314K | Sell |
3,701
-360
| -9% | -$30.5K | 0.07% | 155 |
|
|
2021
Q4 | $379K | Hold |
4,061
| – | – | 0.08% | 145 |
|
|
2021
Q3 | $319K | Buy |
4,061
+661
| +19% | +$51.9K | 0.07% | 149 |
|
|
2021
Q2 | $249K | Hold |
3,400
| – | – | 0.06% | 170 |
|
|
2021
Q1 | $257K | Hold |
3,400
| – | – | 0.07% | 155 |
|
|
2020
Q4 | $262K | Hold |
3,400
| – | – | 0.08% | 146 |
|
|
2020
Q3 | $236K | Hold |
3,400
| – | – | 0.09% | 139 |
|
|
2020
Q2 | $204K | Hold |
3,400
| – | – | 0.08% | 148 |
|
|
2020
Q1 | $205K | Hold |
3,400
| – | – | 0.09% | 134 |
|
|
2019
Q4 | $206K | Buy |
+3,400
| New | +$206K | 0.07% | 161 |
|