Valley Wealth Managers’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 | $11.1K | Buy |
+160
| New | +$11.1K | ﹤0.01% | 244 |
|
|
2025
Q1 | – | Sell |
-460
| Closed | -$33K | – | 402 |
|
|
2024
Q4 | $33K | Hold |
460
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $38.9K | Hold |
460
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $32.6K | Buy |
+460
| New | +$32.6K | ﹤0.01% | 239 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$36.4K | – | 343 |
|
|
2023
Q4 | $36.4K | Hold |
600
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $34.4K | Hold |
600
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $44.5K | Hold |
600
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $46.2K | Sell |
600
-200
| -25% | -$15.4K | ﹤0.01% | 220 |
|
|
2022
Q4 | $66.9K | Sell |
800
-40
| -5% | -$3.34K | 0.01% | 211 |
|
|
2022
Q3 | $66K | Sell |
840
-136
| -14% | -$10.7K | 0.01% | 225 |
|
|
2022
Q2 | $76K | Buy |
+976
| New | +$76K | 0.01% | 230 |
|
|
2022
Q1 | – | Sell |
-2,286
| Closed | -$213K | – | 194 |
|
|
2021
Q4 | $213K | Buy |
+2,286
| New | +$213K | 0.02% | 187 |
|
|
2020
Q1 | – | Sell |
-5,276
| Closed | -$320K | – | 177 |
|
|
2019
Q4 | $320K | Buy |
5,276
+1,264
| +32% | +$76.7K | 0.03% | 158 |
|
|
2019
Q3 | $234K | Sell |
4,012
-72
| -2% | -$4.2K | 0.02% | 177 |
|
|
2019
Q2 | $209K | Sell |
4,084
-264
| -6% | -$13.5K | 0.02% | 188 |
|
|
2019
Q1 | $210K | Buy |
+4,348
| New | +$210K | 0.02% | 193 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$1K | – | 232 |
|
|
2016
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 246 |
|