TSWM
Triangle Securities 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 | $2.08M | Sell |
29,997
-5,547
| -16% | -$385K | 0.51% | 58 |
|
|
2025
Q1 | $2.52M | Buy |
35,544
+1,844
| +5% | +$131K | 0.65% | 45 |
|
|
2024
Q4 | $2.42M | Sell |
33,700
-751
| -2% | -$53.8K | 0.62% | 48 |
|
|
2024
Q3 | $2.91M | Hold |
34,451
| – | – | 0.75% | 35 |
|
|
2024
Q2 | $2.44M | Sell |
34,451
-164
| -0.5% | -$11.6K | 0.69% | 39 |
|
|
2024
Q1 | $2.21M | Buy |
34,615
+252
| +0.7% | +$16.1K | 0.63% | 47 |
|
|
2023
Q4 | $2.09M | Sell |
34,363
-4,908
| -12% | -$298K | 0.65% | 45 |
|
|
2023
Q3 | $2.25M | Buy |
39,271
+114
| +0.3% | +$6.53K | 0.8% | 33 |
|
|
2023
Q2 | $2.91M | Buy |
39,157
+9,517
| +32% | +$706K | 1% | 25 |
|
|
2023
Q1 | $2.28M | Buy |
29,640
+667
| +2% | +$51.4K | 0.82% | 31 |
|
|
2022
Q4 | $2.42M | Sell |
28,973
-437
| -1% | -$36.5K | 0.89% | 33 |
|
|
2022
Q3 | $2.31M | Sell |
29,410
-55
| -0.2% | -$4.31K | 0.94% | 34 |
|
|
2022
Q2 | $2.28M | Buy |
29,465
+2,262
| +8% | +$175K | 0.89% | 34 |
|
|
2022
Q1 | $2.3M | Sell |
27,203
-168
| -0.6% | -$14.2K | 0.77% | 36 |
|
|
2021
Q4 | $2.56M | Sell |
27,371
-245
| -0.9% | -$22.9K | 0.8% | 33 |
|
|
2021
Q3 | $2.17M | Hold |
27,616
| – | – | 0.74% | 39 |
|
|
2021
Q2 | $2.02M | Sell |
27,616
-135
| -0.5% | -$9.89K | 0.68% | 46 |
|
|
2021
Q1 | $2.1M | Sell |
27,751
-450
| -2% | -$34K | 0.76% | 42 |
|
|
2020
Q4 | $2.18M | Buy |
28,201
+21,073
| +296% | +$1.63M | 0.86% | 31 |
|
|
2020
Q3 | $1.98M | Sell |
7,128
-15
| -0.2% | -$4.16K | 0.89% | 32 |
|
|
2020
Q2 | $1.72M | Sell |
7,143
-125
| -2% | -$30K | 0.82% | 39 |
|
|
2020
Q1 | $1.75M | Sell |
7,268
-438
| -6% | -$105K | 1.01% | 31 |
|
|
2019
Q4 | $1.87M | Sell |
7,706
-15
| -0.2% | -$3.63K | 0.81% | 38 |
|
|
2019
Q3 | $1.8M | Sell |
7,721
-78
| -1% | -$18.2K | 0.88% | 36 |
|
|
2019
Q2 | $1.63M | Sell |
7,799
-769
| -9% | -$161K | 0.83% | 39 |
|
|
2019
Q1 | $1.66M | Sell |
8,568
-186
| -2% | -$36K | 0.87% | 40 |
|
|
2018
Q4 | $1.52M | Sell |
8,754
-126
| -1% | -$21.9K | 0.9% | 39 |
|
|
2018
Q3 | $1.49M | Sell |
8,880
-39
| -0.4% | -$6.54K | 0.79% | 41 |
|
|
2018
Q2 | $1.49M | Sell |
8,919
-133
| -1% | -$22.2K | 0.83% | 41 |
|
|
2018
Q1 | $1.48M | Sell |
9,052
-379
| -4% | -$61.9K | 0.85% | 41 |
|
|
2017
Q4 | $1.47M | Sell |
9,431
-138
| -1% | -$21.6K | 0.84% | 41 |
|
|
2017
Q3 | $1.4M | Sell |
9,569
-343
| -3% | -$50.3K | 0.83% | 41 |
|
|
2017
Q2 | $1.39M | Sell |
9,912
-220
| -2% | -$30.8K | 0.92% | 38 |
|
|
2017
Q1 | $1.3M | Sell |
10,132
-95
| -0.9% | -$12.2K | 0.83% | 39 |
|
|
2016
Q4 | $1.22M | Sell |
10,227
-20
| -0.2% | -$2.39K | 0.82% | 45 |
|
|
2016
Q3 | $1.25M | Sell |
10,247
-395
| -4% | -$48.3K | 0.87% | 42 |
|
|
2016
Q2 | $1.39M | Sell |
10,642
-1,970
| -16% | -$257K | 1.04% | 35 |
|
|
2016
Q1 | $1.49M | Sell |
12,612
-230
| -2% | -$27.2K | 0.97% | 35 |
|
|
2015
Q4 | $1.33M | Sell |
12,842
-265
| -2% | -$27.5K | 0.89% | 39 |
|
|
2015
Q3 | $1.28M | Sell |
13,107
-355
| -3% | -$34.6K | 0.97% | 34 |
|
|
2015
Q2 | $1.32M | Sell |
13,462
-1,075
| -7% | -$105K | 0.93% | 36 |
|
|
2015
Q1 | $1.51M | Sell |
14,537
-492
| -3% | -$51.2K | 1.05% | 31 |
|
|
2014
Q4 | $1.6M | Sell |
15,029
-460
| -3% | -$48.9K | 1.14% | 25 |
|
|
2014
Q3 | $1.45M | Sell |
15,489
-125
| -0.8% | -$11.7K | 1.12% | 25 |
|
|
2014
Q2 | $1.6M | Sell |
15,614
-2,135
| -12% | -$219K | 1.23% | 22 |
|
|
2014
Q1 | $1.38M | Buy |
17,749
+1,965
| +12% | +$153K | 1.24% | 27 |
|
|
2013
Q4 | $1.35M | Sell |
15,784
-343
| -2% | -$29.4K | 1.1% | 28 |
|
|
2013
Q3 | $1.29M | Sell |
16,127
-1,847
| -10% | -$148K | 1.13% | 29 |
|
|
2013
Q2 | $1.47M | Buy |
+17,974
| New | +$1.47M | 1.08% | 24 |
|