SWP
Summit Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
15,737
+14
| +0.1% | +$972 | 0.21% | 73 |
|
|
2025
Q1 | $1.11M | Sell |
15,723
-871
| -5% | -$61.7K | 0.23% | 74 |
|
|
2024
Q4 | $1.19M | Buy |
16,594
+897
| +6% | +$64.3K | 0.24% | 71 |
|
|
2024
Q3 | $1.33M | Sell |
15,697
-238
| -1% | -$20.1K | 0.26% | 71 |
|
|
2024
Q2 | $1.13M | Buy |
15,935
+12
| +0.1% | +$850 | 0.23% | 78 |
|
|
2024
Q1 | $1.02M | Sell |
15,923
-441
| -3% | -$28.2K | 0.22% | 79 |
|
|
2023
Q4 | $994K | Sell |
16,364
-557
| -3% | -$33.8K | 0.23% | 69 |
|
|
2023
Q3 | $969K | Sell |
16,921
-1,406
| -8% | -$80.5K | 0.25% | 63 |
|
|
2023
Q2 | $1.36M | Sell |
18,327
-434
| -2% | -$32.2K | 0.34% | 51 |
|
|
2023
Q1 | $1.45M | Buy |
18,761
+18
| +0.1% | +$1.39K | 0.37% | 50 |
|
|
2022
Q4 | $1.57M | Buy |
18,743
+14
| +0.1% | +$1.17K | 0.42% | 46 |
|
|
2022
Q3 | $1.47M | Buy |
18,729
+891
| +5% | +$69.9K | 0.41% | 43 |
|
|
2022
Q2 | $1.38M | Buy |
17,838
+17
| +0.1% | +$1.32K | 0.37% | 45 |
|
|
2022
Q1 | $1.51M | Buy |
17,821
+406
| +2% | +$34.4K | 0.34% | 43 |
|
|
2021
Q4 | $1.63M | Sell |
17,415
-438
| -2% | -$40.9K | 0.35% | 45 |
|
|
2021
Q3 | $1.4M | Sell |
17,853
-17
| -0.1% | -$1.34K | 0.33% | 45 |
|
|
2021
Q2 | $1.31M | Buy |
17,870
+1,776
| +11% | +$130K | 0.31% | 48 |
|
|
2021
Q1 | $1.22M | Sell |
16,094
-248
| -2% | -$18.8K | 0.31% | 49 |
|
|
2020
Q4 | $1.26M | Buy |
16,342
+12,258
| +300% | +$946K | 0.34% | 47 |
|
|
2020
Q3 | $1.13M | Buy |
4,084
+501
| +14% | +$139K | 0.34% | 52 |
|
|
2020
Q2 | $861K | Buy |
3,583
+1
| +0% | +$240 | 0.28% | 61 |
|
|
2020
Q1 | $862K | Buy |
3,582
+1
| +0% | +$241 | 0.35% | 46 |
|
|
2019
Q4 | $867K | Buy |
+3,581
| New | +$867K | 0.3% | 52 |
|