SW
SVB Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
101,911
-88,875
| -47% | -$6.17M | 0.38% | 57 |
|
|
2025
Q1 | $13.5M | Sell |
190,786
-87,507
| -31% | -$6.2M | 0.56% | 26 |
|
|
2024
Q4 | $20M | Buy |
+278,293
| New | +$20M | 0.37% | 37 |
|
|
2024
Q3 | – | Sell |
-313,244
| Closed | -$22.2M | – | 393 |
|
|
2024
Q2 | $22.2M | Sell |
313,244
-12,409
| -4% | -$879K | 0.55% | 32 |
|
|
2024
Q1 | $20.8M | Sell |
325,653
-16,037
| -5% | -$1.02M | 0.46% | 47 |
|
|
2023
Q4 | $20.8M | Sell |
341,690
-75,253
| -18% | -$4.57M | 0.5% | 43 |
|
|
2023
Q3 | $23.9M | Sell |
416,943
-38,373
| -8% | -$2.2M | 0.52% | 39 |
|
|
2023
Q2 | $33.8M | Sell |
455,316
-160,274
| -26% | -$11.9M | 0.61% | 30 |
|
|
2023
Q1 | $47.4M | Sell |
615,590
-58,722
| -9% | -$4.53M | 0.66% | 24 |
|
|
2022
Q4 | $56.4M | Sell |
674,312
-5,140
| -0.8% | -$430K | 0.76% | 21 |
|
|
2022
Q3 | $53.3M | Sell |
679,452
-1,762
| -0.3% | -$138K | 0.78% | 23 |
|
|
2022
Q2 | $52.8M | Buy |
681,214
+1,382
| +0.2% | +$107K | 0.81% | 23 |
|
|
2022
Q1 | $57.6M | Buy |
679,832
+26,314
| +4% | +$2.23M | 0.77% | 22 |
|
|
2021
Q4 | $61M | Sell |
653,518
-15,095
| -2% | -$1.41M | 1% | 16 |
|
|
2021
Q3 | $52.5M | Sell |
668,613
-2,634
| -0.4% | -$207K | 0.67% | 21 |
|
|
2021
Q2 | $49.2M | Buy |
671,247
+1,246
| +0.2% | +$91.3K | 0.62% | 24 |
|
|
2021
Q1 | $50.7M | Buy |
670,001
+18,060
| +3% | +$1.37M | 0.71% | 20 |
|
|
2020
Q4 | $50.3M | Buy |
651,941
+490,330
| +303% | +$37.8M | 0.74% | 19 |
|
|
2020
Q3 | $44.9M | Buy |
161,611
+280
| +0.2% | +$77.7K | 0.74% | 20 |
|
|
2020
Q2 | $38.7M | Buy |
161,331
+6,018
| +4% | +$1.45M | 0.72% | 22 |
|
|
2020
Q1 | $37.4M | Buy |
155,313
+2,555
| +2% | +$615K | 0.91% | 18 |
|
|
2019
Q4 | $37M | Buy |
152,758
+3,302
| +2% | +$800K | 0.67% | 25 |
|
|
2019
Q3 | $34.8M | Sell |
149,456
-906
| -0.6% | -$211K | 0.69% | 22 |
|
|
2019
Q2 | $30.8M | Buy |
150,362
+3,437
| +2% | +$704K | 1.03% | 21 |
|
|
2019
Q1 | $28.4M | Buy |
146,925
+12,800
| +10% | +$2.47M | 1.12% | 24 |
|
|
2018
Q4 | $23.3M | Buy |
134,125
+1,937
| +1% | +$337K | 0.99% | 24 |
|
|
2018
Q3 | $22.2M | Buy |
132,188
+315
| +0.2% | +$52.8K | 0.78% | 38 |
|
|
2018
Q2 | $22M | Sell |
131,873
-1,875
| -1% | -$313K | 0.84% | 39 |
|
|
2018
Q1 | $21.8M | Sell |
133,748
-2,409
| -2% | -$393K | 0.84% | 39 |
|
|
2017
Q4 | $21.3M | Sell |
136,157
-437
| -0.3% | -$68.3K | 0.8% | 41 |
|
|
2017
Q3 | $20M | Sell |
136,594
-572
| -0.4% | -$83.8K | 0.77% | 42 |
|
|
2017
Q2 | $19.2M | Sell |
137,166
-327
| -0.2% | -$45.8K | 0.75% | 42 |
|
|
2017
Q1 | $17.7M | Sell |
137,493
-7,959
| -5% | -$1.02M | 0.7% | 46 |
|
|
2016
Q4 | $17.4M | Buy |
145,452
+1,504
| +1% | +$180K | 0.72% | 45 |
|
|
2016
Q3 | $17.6M | Sell |
143,948
-7,572
| -5% | -$926K | 0.72% | 46 |
|
|
2016
Q2 | $19.8M | Sell |
151,520
-4,767
| -3% | -$622K | 0.81% | 39 |
|
|
2016
Q1 | $18.5M | Sell |
156,287
-2,989
| -2% | -$354K | 0.75% | 45 |
|
|
2015
Q4 | $16.5M | Sell |
159,276
-22,801
| -13% | -$2.37M | 0.65% | 52 |
|
|
2015
Q3 | $17.8M | Sell |
182,077
-8,854
| -5% | -$864K | 0.69% | 45 |
|
|
2015
Q2 | $18.7M | Sell |
190,931
-728
| -0.4% | -$71.4K | 0.62% | 51 |
|
|
2015
Q1 | $19.9M | Buy |
191,659
+29,831
| +18% | +$3.1M | 0.64% | 49 |
|
|
2014
Q4 | $17.2M | Buy |
+161,828
| New | +$17.2M | 0.56% | 59 |
|