TFA
Tobias Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
3,320
-169
| -5% | -$11.7K | 0.04% | 111 |
|
|
2025
Q1 | $247K | Sell |
3,489
-8
| -0.2% | -$567 | 0.05% | 96 |
|
|
2024
Q4 | $251K | Buy |
+3,497
| New | +$251K | 0.05% | 95 |
|
|
2023
Q3 | – | Sell |
-3,160
| Closed | -$234K | – | 95 |
|
|
2023
Q2 | $234K | Buy |
3,160
+3
| +0.1% | +$223 | 0.06% | 84 |
|
|
2023
Q1 | $243K | Sell |
3,157
-1,335
| -30% | -$103K | 0.07% | 74 |
|
|
2022
Q4 | $376K | Buy |
4,492
+2
| +0% | +$167 | 0.12% | 66 |
|
|
2022
Q3 | $352K | Buy |
4,490
+2
| +0% | +$157 | 0.12% | 66 |
|
|
2022
Q2 | $348K | Sell |
4,488
-7
| -0.2% | -$543 | 0.12% | 64 |
|
|
2022
Q1 | $381K | Buy |
+4,495
| New | +$381K | 0.13% | 56 |
|
|
2021
Q4 | – | Sell |
-4,481
| Closed | -$352K | – | 100 |
|
|
2021
Q3 | $352K | Buy |
4,481
+1
| +0% | +$79 | 0.13% | 54 |
|
|
2021
Q2 | $328K | Buy |
4,480
+19
| +0.4% | +$1.39K | 0.13% | 56 |
|
|
2021
Q1 | $337K | Buy |
4,461
+2
| +0% | +$151 | 0.14% | 54 |
|
|
2020
Q4 | $344K | Buy |
4,459
+3,170
| +246% | +$245K | 0.16% | 51 |
|
|
2020
Q3 | $358K | Sell |
1,289
-8
| -0.6% | -$2.22K | 0.2% | 52 |
|
|
2020
Q2 | $311K | Buy |
1,297
+24
| +2% | +$5.76K | 0.18% | 50 |
|
|
2020
Q1 | $306K | Buy |
1,273
+1
| +0.1% | +$240 | 0.22% | 41 |
|
|
2019
Q4 | $308K | Buy |
+1,272
| New | +$308K | 0.2% | 42 |
|