TW
Transform Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,152
| Closed | -$226K | – | 261 |
|
|
2024
Q4 | $226K | Buy |
+3,152
| New | +$226K | 0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-4,325
| Closed | -$335K | – | 198 |
|
|
2022
Q2 | $335K | Sell |
4,325
-2,907
| -40% | -$225K | 0.05% | 155 |
|
|
2022
Q1 | $612K | Sell |
7,232
-603
| -8% | -$51K | 0.07% | 144 |
|
|
2021
Q4 | $732K | Sell |
7,835
-730
| -9% | -$68.2K | 0.08% | 135 |
|
|
2021
Q3 | $673K | Sell |
8,565
-484
| -5% | -$38K | 0.08% | 144 |
|
|
2021
Q2 | $663K | Buy |
9,049
+2,783
| +44% | +$204K | 0.08% | 156 |
|
|
2021
Q1 | $474K | Buy |
6,266
+181
| +3% | +$13.7K | 0.1% | 160 |
|
|
2020
Q4 | $469K | Buy |
6,085
+3,882
| +176% | +$299K | 0.1% | 152 |
|
|
2020
Q3 | $611K | Sell |
2,203
-33
| -1% | -$9.15K | 0.1% | 135 |
|
|
2020
Q2 | $537K | Sell |
2,236
-5
| -0.2% | -$1.2K | 0.09% | 143 |
|
|
2020
Q1 | $539K | Buy |
2,241
+20
| +0.9% | +$4.81K | 0.11% | 137 |
|
|
2019
Q4 | $538K | Buy |
2,221
+214
| +11% | +$51.8K | 0.09% | 157 |
|
|
2019
Q3 | $468K | Sell |
2,007
-1,263
| -39% | -$295K | 0.08% | 151 |
|
|
2019
Q2 | $670K | Buy |
+3,270
| New | +$670K | 0.1% | 159 |
|