Ullmann Wealth Partners Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
7,327
+490
| +7% | +$34K | 0.06% | 94 |
|
|
2025
Q1 | $485K | Sell |
6,837
-476
| -7% | -$33.7K | 0.06% | 92 |
|
|
2024
Q4 | $524K | Sell |
7,313
-7
| -0.1% | -$502 | 0.07% | 86 |
|
|
2024
Q3 | $619K | Buy |
7,320
+366
| +5% | +$30.9K | 0.08% | 77 |
|
|
2024
Q2 | $492K | Buy |
6,954
+284
| +4% | +$20.1K | 0.07% | 76 |
|
|
2024
Q1 | $426K | Buy |
6,670
+42
| +0.6% | +$2.68K | 0.06% | 78 |
|
|
2023
Q4 | $403K | Sell |
6,628
-138
| -2% | -$8.38K | 0.07% | 75 |
|
|
2023
Q3 | $388K | Sell |
6,766
-664
| -9% | -$38K | 0.07% | 70 |
|
|
2023
Q2 | $551K | Buy |
7,430
+331
| +5% | +$24.6K | 0.11% | 57 |
|
|
2023
Q1 | $547K | Sell |
7,099
-92
| -1% | -$7.09K | 0.12% | 49 |
|
|
2022
Q4 | $601K | Buy |
7,191
+2
| +0% | +$167 | 0.15% | 45 |
|
|
2022
Q3 | $564K | Sell |
7,189
-578
| -7% | -$45.3K | 0.16% | 44 |
|
|
2022
Q2 | $602K | Buy |
7,767
+600
| +8% | +$46.5K | 0.16% | 46 |
|
|
2022
Q1 | $607K | Hold |
7,167
| – | – | 0.16% | 44 |
|
|
2021
Q4 | $669K | Hold |
7,167
| – | – | 0.18% | 42 |
|
|
2021
Q3 | $563K | Buy |
7,167
+200
| +3% | +$15.7K | 0.22% | 41 |
|
|
2021
Q2 | $511K | Hold |
6,967
| – | – | 0.21% | 43 |
|
|
2021
Q1 | $527K | Sell |
6,967
-749
| -10% | -$56.7K | 0.23% | 43 |
|
|
2020
Q4 | $595K | Buy |
7,716
+264
| +4% | +$20.4K | 0.3% | 37 |
|
|
2020
Q3 | $517K | Hold |
7,452
| – | – | 0.3% | 38 |
|
|
2020
Q2 | $447K | Buy |
7,452
+4
| +0.1% | +$240 | 0.28% | 37 |
|
|
2020
Q1 | $448K | Sell |
7,448
-188
| -2% | -$11.3K | 0.34% | 32 |
|
|
2019
Q4 | $462K | Sell |
7,636
-884
| -10% | -$53.5K | 0.28% | 34 |
|
|
2019
Q3 | $496K | Hold |
8,520
| – | – | 0.31% | 33 |
|
|
2019
Q2 | $436K | Buy |
8,520
+228
| +3% | +$11.7K | 0.27% | 38 |
|
|
2019
Q1 | $401K | Hold |
8,292
| – | – | 0.26% | 37 |
|
|
2018
Q4 | $360K | Buy |
+8,292
| New | +$360K | 0.27% | 34 |
|
|
2017
Q4 | – | Sell |
-6,552
| Closed | -$200K | – | 57 |
|
|
2017
Q3 | $200K | Buy |
6,552
+1,980
| +43% | +$60.4K | 0.2% | 48 |
|
|
2017
Q2 | $160K | Buy |
4,572
+1,656
| +57% | +$58K | 0.12% | 60 |
|
|
2017
Q1 | $93K | Buy |
+2,916
| New | +$93K | 0.08% | 67 |
|