TWA
TCI Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
4,019
-160
| -4% | -$11.1K | 0.02% | 191 |
|
|
2025
Q1 | $296K | Buy |
4,179
+1,116
| +36% | +$79.1K | 0.02% | 172 |
|
|
2024
Q4 | $220K | Buy |
3,063
+500
| +20% | +$35.8K | 0.02% | 211 |
|
|
2024
Q3 | $217K | Sell |
2,563
-2,525
| -50% | -$213K | 0.02% | 222 |
|
|
2024
Q2 | $360K | Sell |
5,088
-70
| -1% | -$4.96K | 0.03% | 156 |
|
|
2024
Q1 | $330K | Sell |
5,158
-53
| -1% | -$3.39K | 0.03% | 158 |
|
|
2023
Q4 | $317K | Buy |
+5,211
| New | +$317K | 0.03% | 155 |
|
|
2023
Q3 | – | Sell |
-2,912
| Closed | -$216K | – | 201 |
|
|
2023
Q2 | $216K | Hold |
2,912
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $224K | Sell |
2,912
-13
| -0.4% | -$1K | 0.03% | 173 |
|
|
2022
Q4 | $245K | Buy |
2,925
+434
| +17% | +$36.3K | 0.03% | 155 |
|
|
2022
Q3 | $195K | Buy |
2,491
+986
| +66% | +$77.2K | 0.03% | 165 |
|
|
2022
Q2 | $117K | Sell |
1,505
-633
| -30% | -$49.2K | 0.02% | 233 |
|
|
2022
Q1 | $181K | Buy |
2,138
+188
| +10% | +$15.9K | 0.03% | 188 |
|
|
2021
Q4 | $182K | Buy |
1,950
+137
| +8% | +$12.8K | 0.03% | 188 |
|
|
2021
Q3 | $142K | Buy |
1,813
+394
| +28% | +$30.9K | 0.02% | 218 |
|
|
2021
Q2 | $104K | Sell |
1,419
-72
| -5% | -$5.28K | 0.02% | 252 |
|
|
2021
Q1 | $113K | Buy |
1,491
+227
| +18% | +$17.2K | 0.05% | 204 |
|
|
2020
Q4 | $98K | Buy |
1,264
+954
| +308% | +$74K | 0.04% | 209 |
|
|
2020
Q3 | $86K | Hold |
310
| – | – | 0.03% | 212 |
|
|
2020
Q2 | $74K | Sell |
310
-1,064
| -77% | -$254K | 0.03% | 244 |
|
|
2020
Q1 | $331K | Buy |
1,374
+839
| +157% | +$202K | 0.16% | 94 |
|
|
2019
Q4 | $130K | Buy |
535
+88
| +20% | +$21.4K | 0.05% | 218 |
|
|
2019
Q3 | $104K | Buy |
447
+379
| +557% | +$88.2K | 0.05% | 203 |
|
|
2019
Q2 | $14K | Buy |
68
+31
| +84% | +$6.38K | 0.01% | 545 |
|
|
2019
Q1 | $7K | Sell |
37
-9
| -20% | -$1.7K | ﹤0.01% | 702 |
|
|
2018
Q4 | $8K | Sell |
46
-6
| -12% | -$1.04K | ﹤0.01% | 664 |
|
|
2018
Q3 | $9K | Sell |
52
-31
| -37% | -$5.37K | ﹤0.01% | 652 |
|
|
2018
Q2 | $14K | Buy |
83
+46
| +124% | +$7.76K | 0.01% | 573 |
|
|
2018
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 704 |
|
|
2017
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 740 |
|
|
2017
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $5K | Sell |
37
-157
| -81% | -$21.2K | ﹤0.01% | 754 |
|
|
2017
Q1 | $25K | Sell |
194
-59
| -23% | -$7.6K | 0.01% | 412 |
|
|
2016
Q4 | $30K | Buy |
253
+23
| +10% | +$2.73K | 0.02% | 415 |
|
|
2016
Q3 | $28K | Buy |
230
+14
| +6% | +$1.7K | 0.02% | 386 |
|
|
2016
Q2 | $28K | Hold |
216
| – | – | 0.02% | 378 |
|
|
2016
Q1 | $26K | Hold |
216
| – | – | 0.01% | 394 |
|
|
2015
Q4 | $22K | Hold |
216
| – | – | 0.01% | 419 |
|
|
2015
Q3 | $21K | Hold |
216
| – | – | 0.01% | 390 |
|
|
2015
Q2 | $21K | Buy |
+216
| New | +$21K | 0.01% | 394 |
|
|
2013
Q3 | – | Sell |
-209
| Closed | -$17K | – | 818 |
|
|
2013
Q2 | $17K | Buy |
+209
| New | +$17K | 0.01% | 316 |
|