Strategic Wealth Partners’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 | $9.74M | Buy |
+140,235
| New | +$9.74M | 0.77% | 40 |
|
|
2024
Q4 | $9.16M | Buy |
133,544
+33,580
| +34% | +$2.3M | 0.76% | 45 |
|
|
2024
Q3 | $8.45M | Sell |
99,964
-4,691
| -4% | -$397K | 0.81% | 36 |
|
|
2024
Q2 | $7.41M | Buy |
104,655
+3,231
| +3% | +$229K | 0.77% | 37 |
|
|
2024
Q1 | $6.48M | Buy |
101,424
+10,310
| +11% | +$659K | 0.71% | 45 |
|
|
2023
Q4 | $5.53M | Sell |
91,114
-3,068
| -3% | -$186K | 0.68% | 45 |
|
|
2023
Q3 | $5.4M | Buy |
94,182
+10,313
| +12% | +$591K | 0.71% | 31 |
|
|
2023
Q2 | $6.22M | Buy |
83,869
+4,078
| +5% | +$303K | 0.81% | 22 |
|
|
2023
Q1 | $6.15M | Buy |
79,791
+15,905
| +25% | +$1.23M | 0.94% | 19 |
|
|
2022
Q4 | $5.34M | Buy |
63,886
+37,592
| +143% | +$3.14M | 0.99% | 19 |
|
|
2022
Q3 | $2.06M | Buy |
26,294
+4,271
| +19% | +$335K | 0.44% | 78 |
|
|
2022
Q2 | $1.71M | Buy |
22,023
+981
| +5% | +$76K | 0.37% | 89 |
|
|
2022
Q1 | $1.78M | Sell |
21,042
-48,270
| -70% | -$4.09M | 0.35% | 96 |
|
|
2021
Q4 | $6.47M | Buy |
69,312
+51,991
| +300% | +$4.85M | 1.23% | 13 |
|
|
2021
Q3 | $1.36M | Buy |
17,321
+3,323
| +24% | +$261K | 0.4% | 69 |
|
|
2021
Q2 | $1.03M | Sell |
13,998
-90
| -0.6% | -$6.6K | 0.33% | 84 |
|
|
2021
Q1 | $1.07M | Buy |
14,088
+66
| +0.5% | +$4.99K | 0.42% | 61 |
|
|
2020
Q4 | $1.08M | Buy |
14,022
+582
| +4% | +$44.9K | 0.45% | 63 |
|
|
2020
Q3 | $933K | Sell |
13,440
-3,448
| -20% | -$239K | 0.47% | 63 |
|
|
2020
Q2 | $1.01M | Buy |
16,888
+2,188
| +15% | +$131K | 0.52% | 55 |
|
|
2020
Q1 | $890K | Hold |
14,700
| – | – | 0.46% | 67 |
|
|
2019
Q4 | $890K | Buy |
14,700
+124
| +0.9% | +$7.51K | 0.46% | 67 |
|
|
2019
Q3 | $845 | Buy |
14,576
+13,992
| +2,396% | +$811 | ﹤0.01% | 209 |
|
|
2019
Q2 | $29K | Sell |
584
-216
| -27% | -$10.7K | 0.01% | 284 |
|
|
2019
Q1 | $38K | Buy |
+800
| New | +$38K | 0.02% | 265 |
|