WKWM
Walter & Keenan 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 | $1.49M | Sell |
21,397
-1,965
| -8% | -$136K | 0.43% | 56 |
|
|
2025
Q1 | $1.66M | Buy |
23,362
+447
| +2% | +$31.7K | 0.5% | 52 |
|
|
2024
Q4 | $1.64M | Sell |
22,915
-8
| -0% | -$574 | 0.5% | 55 |
|
|
2024
Q3 | $1.94M | Sell |
22,923
-2,267
| -9% | -$192K | 0.59% | 49 |
|
|
2024
Q2 | $1.78M | Buy |
25,190
+3,733
| +17% | +$264K | 0.57% | 51 |
|
|
2024
Q1 | $1.37M | Buy |
21,457
+548
| +3% | +$35K | 0.45% | 59 |
|
|
2023
Q4 | $1.27M | Sell |
20,909
-752
| -3% | -$45.7K | 0.45% | 60 |
|
|
2023
Q3 | $1.24M | Buy |
21,661
+707
| +3% | +$40.5K | 0.48% | 54 |
|
|
2023
Q2 | $1.55M | Buy |
20,954
+1,326
| +7% | +$98.4K | 0.57% | 47 |
|
|
2023
Q1 | $1.51M | Sell |
19,628
-285
| -1% | -$22K | 0.57% | 49 |
|
|
2022
Q4 | $1.66M | Buy |
19,913
+665
| +3% | +$55.6K | 0.65% | 44 |
|
|
2022
Q3 | $1.51M | Buy |
19,248
+739
| +4% | +$57.9K | 0.64% | 46 |
|
|
2022
Q2 | $1.43M | Hold |
18,509
| – | – | 0.57% | 49 |
|
|
2022
Q1 | $1.57M | Buy |
18,509
+350
| +2% | +$29.7K | 0.53% | 53 |
|
|
2021
Q4 | $1.7M | Hold |
18,159
| – | – | 0.55% | 54 |
|
|
2021
Q3 | $1.43M | Buy |
18,159
+148
| +0.8% | +$11.6K | 0.48% | 59 |
|
|
2021
Q2 | $1.32M | Hold |
18,011
| – | – | 0.46% | 62 |
|
|
2021
Q1 | $1.36M | Sell |
18,011
-3,000
| -14% | -$227K | 0.48% | 58 |
|
|
2020
Q4 | $1.62M | Buy |
21,011
+15,758
| +300% | +$1.22M | 0.59% | 51 |
|
|
2020
Q3 | $1.46M | Hold |
5,253
| – | – | 0.58% | 51 |
|
|
2020
Q2 | $1.26M | Buy |
+5,253
| New | +$1.26M | 0.51% | 54 |
|
|
2020
Q1 | – | Sell |
-5,233
| Closed | -$1.27M | – | 164 |
|
|
2019
Q4 | $1.27M | Sell |
5,233
-1,500
| -22% | -$363K | 0.49% | 59 |
|
|
2019
Q3 | $1.57M | Buy |
6,733
+3,020
| +81% | +$704K | 0.6% | 53 |
|
|
2019
Q2 | $761K | Hold |
3,713
| – | – | 0.34% | 67 |
|
|
2019
Q1 | $718K | Buy |
3,713
+200
| +6% | +$38.7K | 0.32% | 69 |
|
|
2018
Q4 | $611K | Buy |
3,513
+200
| +6% | +$34.8K | 0.28% | 70 |
|
|
2018
Q3 | $555 | Buy |
3,313
+400
| +14% | +$67 | 0.17% | 91 |
|
|
2018
Q2 | $487K | Hold |
2,913
| – | – | 0.21% | 92 |
|
|
2018
Q1 | $476K | Hold |
2,913
| – | – | 0.21% | 98 |
|
|
2017
Q4 | $455K | Hold |
2,913
| – | – | 0.19% | 100 |
|
|
2017
Q3 | $427K | Hold |
2,913
| – | – | 0.2% | 97 |
|
|
2017
Q2 | $408K | Hold |
2,913
| – | – | 0.2% | 94 |
|
|
2017
Q1 | $374K | Hold |
2,913
| – | – | 0.19% | 93 |
|
|
2016
Q4 | $348K | Hold |
2,913
| – | – | 0.19% | 101 |
|
|
2016
Q3 | $356K | Hold |
2,913
| – | – | 0.2% | 98 |
|
|
2016
Q2 | $380K | Hold |
2,913
| – | – | 0.21% | 95 |
|
|
2016
Q1 | $345K | Hold |
2,913
| – | – | 0.2% | 97 |
|
|
2015
Q4 | $303K | Buy |
+2,913
| New | +$303K | 0.18% | 106 |
|
|
2014
Q2 | – | Sell |
-2,913
| Closed | -$279K | – | 149 |
|
|
2014
Q1 | $279K | Buy |
+2,913
| New | +$279K | 0.15% | 110 |
|