Venturi Wealth Management’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 | $1.64M | Sell |
23,574
-3,126
| -12% | -$217K | 0.08% | 142 |
|
|
2025
Q1 | $1.89M | Buy |
26,700
+565
| +2% | +$40.1K | 0.1% | 123 |
|
|
2024
Q4 | $1.87M | Sell |
26,135
-355
| -1% | -$25.5K | 0.09% | 127 |
|
|
2024
Q3 | $2.24M | Sell |
26,490
-440
| -2% | -$37.2K | 0.12% | 104 |
|
|
2024
Q2 | $1.91M | Sell |
26,930
-1,264
| -4% | -$89.5K | 0.11% | 108 |
|
|
2024
Q1 | $1.8M | Sell |
28,194
-1,134
| -4% | -$72.5K | 0.12% | 105 |
|
|
2023
Q4 | $1.78M | Sell |
29,328
-1,131
| -4% | -$68.7K | 0.13% | 99 |
|
|
2023
Q3 | $1.74M | Sell |
30,459
-4,660
| -13% | -$267K | 0.14% | 93 |
|
|
2023
Q2 | $2.61M | Sell |
35,119
-3,588
| -9% | -$266K | 0.21% | 61 |
|
|
2023
Q1 | $2.98M | Sell |
38,707
-2,907
| -7% | -$224K | 0.25% | 68 |
|
|
2022
Q4 | $3.48M | Buy |
41,614
+6,632
| +19% | +$554K | 0.31% | 60 |
|
|
2022
Q3 | $2.74M | Buy |
34,982
+249
| +0.7% | +$19.5K | 0.26% | 65 |
|
|
2022
Q2 | $2.69M | Buy |
34,733
+479
| +1% | +$37.1K | 0.24% | 64 |
|
|
2022
Q1 | $2.9M | Sell |
34,254
-13,019
| -28% | -$1.1M | 0.22% | 62 |
|
|
2021
Q4 | $4.41M | Buy |
47,273
+480
| +1% | +$44.8K | 0.33% | 58 |
|
|
2021
Q3 | $3.67M | Sell |
46,793
-3,417
| -7% | -$268K | 0.31% | 59 |
|
|
2021
Q2 | $3.68M | Sell |
50,210
-2,092
| -4% | -$153K | 0.33% | 56 |
|
|
2021
Q1 | $3.96M | Sell |
52,302
-17,709
| -25% | -$1.34M | 0.38% | 55 |
|
|
2020
Q4 | $5.4M | Sell |
70,011
-3,393
| -5% | -$262K | 0.56% | 46 |
|
|
2020
Q3 | $5.09M | Sell |
73,404
-2,336
| -3% | -$162K | 0.59% | 44 |
|
|
2020
Q2 | $4.55M | Sell |
75,740
-2,512
| -3% | -$151K | 0.61% | 44 |
|
|
2020
Q1 | $4.71M | Sell |
78,252
-13,068
| -14% | -$786K | 0.8% | 42 |
|
|
2019
Q4 | $5.53M | Sell |
91,320
-9,560
| -9% | -$579K | 0.67% | 44 |
|
|
2019
Q3 | $5.88M | Buy |
100,880
+2,788
| +3% | +$162K | 0.76% | 43 |
|
|
2019
Q2 | $5.02M | Sell |
98,092
-8,420
| -8% | -$431K | 0.68% | 47 |
|
|
2019
Q1 | $5.07M | Sell |
106,512
-576
| -0.5% | -$27.4K | 0.66% | 48 |
|
|
2018
Q4 | $4.54M | Buy |
107,088
+11,896
| +12% | +$504K | 0.73% | 37 |
|
|
2018
Q3 | $3.97M | Sell |
95,192
-884
| -0.9% | -$36.9K | 0.7% | 53 |
|
|
2018
Q2 | $4.1M | Sell |
96,076
-5,652
| -6% | -$241K | 0.76% | 50 |
|
|
2018
Q1 | $4.15M | Buy |
101,728
+4,272
| +4% | +$174K | 0.8% | 51 |
|
|
2017
Q4 | $3.81M | Buy |
97,456
+3,896
| +4% | +$152K | 0.73% | 51 |
|
|
2017
Q3 | $3.43M | Sell |
93,560
-360
| -0.4% | -$13.2K | 0.73% | 51 |
|
|
2017
Q2 | $3.29M | Sell |
93,920
-2,340
| -2% | -$82K | 0.75% | 47 |
|
|
2017
Q1 | $3.18M | Buy |
96,260
+8,972
| +10% | +$296K | 0.73% | 49 |
|
|
2016
Q4 | $2.61M | Buy |
87,288
+7,980
| +10% | +$238K | 0.73% | 45 |
|
|
2016
Q3 | $2.43M | Buy |
79,308
+1,012
| +1% | +$30.9K | 0.81% | 47 |
|
|
2016
Q2 | $2.55M | Sell |
78,296
-2,728
| -3% | -$88.9K | 0.87% | 42 |
|
|
2016
Q1 | $2.4M | Buy |
81,024
+13,184
| +19% | +$390K | 0.89% | 43 |
|
|
2015
Q4 | $1.76M | Buy |
+67,840
| New | +$1.76M | 0.8% | 44 |
|