TPCW
TD Private Client Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Sell |
94,947
-8,897
| -9% | -$618K | 0.16% | 94 |
|
|
2025
Q1 | $7.36M | Buy |
103,844
+4,371
| +4% | +$310K | 0.2% | 77 |
|
|
2024
Q4 | $7.13M | Buy |
99,473
+1,189
| +1% | +$85.2K | 0.2% | 78 |
|
|
2024
Q3 | $8.31M | Buy |
98,284
+1,932
| +2% | +$163K | 0.24% | 73 |
|
|
2024
Q2 | $6.82M | Buy |
96,352
+12,006
| +14% | +$850K | 0.21% | 77 |
|
|
2024
Q1 | $5.39M | Buy |
84,346
+9,760
| +13% | +$624K | 0.18% | 92 |
|
|
2023
Q4 | $4.53M | Sell |
74,586
-11,817
| -14% | -$718K | 0.16% | 111 |
|
|
2023
Q3 | $4.95M | Buy |
86,403
+5,979
| +7% | +$343K | 0.21% | 91 |
|
|
2023
Q2 | $5.97M | Sell |
80,424
-1,835
| -2% | -$136K | 0.26% | 81 |
|
|
2023
Q1 | $6.34M | Sell |
82,259
-308
| -0.4% | -$23.7K | 0.28% | 75 |
|
|
2022
Q4 | $6.9M | Buy |
82,567
+147
| +0.2% | +$12.3K | 0.33% | 62 |
|
|
2022
Q3 | $6.46M | Buy |
82,420
+7,265
| +10% | +$570K | 0.33% | 57 |
|
|
2022
Q2 | $5.82M | Buy |
75,155
+5,069
| +7% | +$393K | 0.28% | 75 |
|
|
2022
Q1 | $5.94M | Buy |
70,086
+6,465
| +10% | +$548K | 0.25% | 90 |
|
|
2021
Q4 | $5.94M | Sell |
63,621
-1,351
| -2% | -$126K | 0.25% | 91 |
|
|
2021
Q3 | $5.1M | Buy |
64,972
+3,325
| +5% | +$261K | 0.22% | 101 |
|
|
2021
Q2 | $4.52M | Buy |
61,647
+28,909
| +88% | +$2.12M | 0.19% | 116 |
|
|
2021
Q1 | $2.48M | Buy |
32,738
+4,329
| +15% | +$327K | 0.12% | 189 |
|
|
2020
Q4 | $2.19M | Buy |
28,409
+21,765
| +328% | +$1.68M | 0.11% | 194 |
|
|
2020
Q3 | $1.84M | Buy |
6,644
+1,678
| +34% | +$466K | 0.1% | 203 |
|
|
2020
Q2 | $1.19M | Sell |
4,966
-1,728
| -26% | -$415K | 0.07% | 265 |
|
|
2020
Q1 | $1.61M | Buy |
6,694
+2,471
| +59% | +$595K | 0.12% | 169 |
|
|
2019
Q4 | $1.02M | Buy |
+4,223
| New | +$1.02M | 0.06% | 268 |
|