WPW
Waldron Private Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
13,934
-330
| -2% | -$22.9K | 0.04% | 137 |
|
|
2025
Q1 | $1.01M | Sell |
14,264
-9,783
| -41% | -$694K | 0.05% | 128 |
|
|
2024
Q4 | $1.72M | Buy |
24,047
+553
| +2% | +$39.6K | 0.07% | 119 |
|
|
2024
Q3 | $1.99M | Buy |
23,494
+5,228
| +29% | +$442K | 0.08% | 105 |
|
|
2024
Q2 | $1.29M | Buy |
18,266
+324
| +2% | +$22.9K | 0.06% | 130 |
|
|
2024
Q1 | $1.15M | Buy |
17,942
+857
| +5% | +$54.8K | 0.05% | 147 |
|
|
2023
Q4 | $1.04M | Sell |
17,085
-164
| -1% | -$9.96K | 0.05% | 149 |
|
|
2023
Q3 | $988K | Sell |
17,249
-1,195
| -6% | -$68.5K | 0.05% | 156 |
|
|
2023
Q2 | $1.37M | Buy |
18,444
+2,303
| +14% | +$171K | 0.07% | 121 |
|
|
2023
Q1 | $1.24M | Buy |
16,141
+1,654
| +11% | +$127K | 0.06% | 142 |
|
|
2022
Q4 | $1.14M | Hold |
14,487
| – | – | 0.07% | 143 |
|
|
2022
Q3 | $1.14M | Buy |
14,487
+409
| +3% | +$32K | 0.07% | 143 |
|
|
2022
Q2 | $1.09M | Buy |
14,078
+2,550
| +22% | +$197K | 0.06% | 160 |
|
|
2022
Q1 | $976K | Buy |
11,528
+2,289
| +25% | +$194K | 0.05% | 185 |
|
|
2021
Q4 | $862K | Sell |
9,239
-5
| -0.1% | -$467 | 0.04% | 196 |
|
|
2021
Q3 | $725K | Buy |
9,244
+2,596
| +39% | +$204K | 0.04% | 184 |
|
|
2021
Q2 | $487K | Sell |
6,648
-712
| -10% | -$52.2K | 0.03% | 207 |
|
|
2021
Q1 | $556K | Buy |
7,360
+592
| +9% | +$44.7K | 0.04% | 182 |
|
|
2020
Q4 | $522K | Buy |
6,768
+4,591
| +211% | +$354K | 0.04% | 175 |
|
|
2020
Q3 | $604K | Buy |
2,177
+376
| +21% | +$104K | 0.05% | 149 |
|
|
2020
Q2 | $432K | Buy |
1,801
+174
| +11% | +$41.7K | 0.04% | 167 |
|
|
2020
Q1 | $391K | Buy |
1,627
+28
| +2% | +$6.73K | 0.04% | 164 |
|
|
2019
Q4 | $387K | Sell |
1,599
-86
| -5% | -$20.8K | 0.03% | 183 |
|
|
2019
Q3 | $392K | Sell |
1,685
-574
| -25% | -$134K | 0.04% | 165 |
|
|
2019
Q2 | $462K | Buy |
2,259
+648
| +40% | +$133K | 0.05% | 142 |
|
|
2019
Q1 | $311K | Sell |
1,611
-232
| -13% | -$44.8K | 0.04% | 189 |
|
|
2018
Q4 | $320K | Buy |
1,843
+344
| +23% | +$59.7K | 0.05% | 159 |
|
|
2018
Q3 | $251K | Buy |
1,499
+31
| +2% | +$5.19K | 0.05% | 160 |
|
|
2018
Q2 | $245K | Hold |
1,468
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $239K | Sell |
1,468
-420
| -22% | -$68.4K | 0.05% | 144 |
|
|
2017
Q4 | $294K | Sell |
1,888
-1,585
| -46% | -$247K | 0.07% | 126 |
|
|
2017
Q3 | $508K | Buy |
3,473
+50
| +1% | +$7.31K | 0.14% | 73 |
|
|
2017
Q2 | $479K | Sell |
3,423
-2,087
| -38% | -$292K | 0.15% | 57 |
|
|
2017
Q1 | $707K | Buy |
5,510
+87
| +2% | +$11.2K | 0.18% | 77 |
|
|
2016
Q4 | $647K | Buy |
5,423
+56
| +1% | +$6.68K | 0.22% | 52 |
|
|
2016
Q3 | $656K | Sell |
5,367
-1,188
| -18% | -$145K | 0.24% | 46 |
|
|
2016
Q2 | $854K | Buy |
6,555
+1,250
| +24% | +$163K | 0.31% | 40 |
|
|
2016
Q1 | $627K | Buy |
5,305
+220
| +4% | +$26K | 0.24% | 48 |
|
|
2015
Q4 | $528K | Buy |
5,085
+2,992
| +143% | +$311K | 0.2% | 63 |
|
|
2015
Q3 | $204K | Buy |
+2,093
| New | +$204K | 0.09% | 133 |
|