TVWM
Tower View Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
4,283
+3,980
| +1,314% | +$276K | 0.15% | 51 |
|
|
2025
Q1 | $21.5K | Sell |
303
-19
| -6% | -$1.35K | 0.01% | 99 |
|
|
2024
Q4 | $23.1K | Buy |
322
+2
| +0.6% | +$144 | 0.01% | 103 |
|
|
2024
Q3 | $27.1K | Hold |
320
| – | – | 0.01% | 99 |
|
|
2024
Q2 | $22.7K | Hold |
320
| – | – | 0.01% | 102 |
|
|
2024
Q1 | $20.5K | Hold |
320
| – | – | 0.01% | 108 |
|
|
2023
Q4 | $19K | Sell |
320
-22,262
| -99% | -$1.32M | 0.01% | 106 |
|
|
2023
Q3 | $915K | Buy |
22,582
+22,108
| +4,664% | +$896K | 0.64% | 42 |
|
|
2023
Q2 | $35K | Buy |
+474
| New | +$35K | 0.02% | 85 |
|
|
2023
Q1 | – | Sell |
-32,862
| Closed | -$2.75M | – | 160 |
|
|
2022
Q4 | $2.75M | Sell |
32,862
-61
| -0.2% | -$5.1K | 1.91% | 23 |
|
|
2022
Q3 | $2.58M | Buy |
32,923
+145
| +0.4% | +$11.4K | 1.96% | 23 |
|
|
2022
Q2 | $2.54M | Sell |
32,778
-748
| -2% | -$57.9K | 1.87% | 26 |
|
|
2022
Q1 | $2.84M | Buy |
33,526
+236
| +0.7% | +$20K | 1.53% | 30 |
|
|
2021
Q4 | $3.11M | Buy |
33,290
+168
| +0.5% | +$15.7K | 1.58% | 31 |
|
|
2021
Q3 | $2.6M | Buy |
33,122
+550
| +2% | +$43.2K | 1.44% | 33 |
|
|
2021
Q2 | $2.39M | Buy |
32,572
+751
| +2% | +$55K | 1.21% | 38 |
|
|
2021
Q1 | $2.41M | Buy |
31,821
+29,632
| +1,354% | +$2.24M | 1.32% | 36 |
|
|
2020
Q4 | $169K | Buy |
2,189
+2,171
| +12,061% | +$168K | 0.1% | 80 |
|
|
2020
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 136 |
|
|
2020
Q2 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 133 |
|