WBH Advisory’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 | $842K | Buy |
12,132
+6
| +0% | +$417 | 0.07% | 178 |
|
|
2025
Q1 | $860K | Buy |
12,126
+289
| +2% | +$20.5K | 0.08% | 166 |
|
|
2024
Q4 | $849K | Buy |
11,837
+526
| +5% | +$37.7K | 0.08% | 167 |
|
|
2024
Q3 | $956K | Buy |
11,311
+8
| +0.1% | +$676 | 0.09% | 158 |
|
|
2024
Q2 | $800K | Sell |
11,303
-70
| -0.6% | -$4.96K | 0.08% | 168 |
|
|
2024
Q1 | $727K | Sell |
11,373
-243
| -2% | -$15.5K | 0.07% | 182 |
|
|
2023
Q4 | $706K | Sell |
11,616
-2,174
| -16% | -$132K | 0.08% | 181 |
|
|
2023
Q3 | $790K | Sell |
13,790
-161
| -1% | -$9.22K | 0.1% | 154 |
|
|
2023
Q2 | $1.04M | Sell |
13,951
-851
| -6% | -$63.1K | 0.12% | 142 |
|
|
2023
Q1 | $1.14M | Buy |
+14,802
| New | +$1.14M | 0.14% | 140 |
|
|
2022
Q3 | $1.22M | Sell |
15,540
-1,308
| -8% | -$103K | 0.18% | 122 |
|
|
2022
Q2 | $1.36M | Sell |
16,848
-493
| -3% | -$39.8K | 0.18% | 117 |
|
|
2022
Q1 | $1.27M | Buy |
17,341
+135
| +0.8% | +$9.92K | 0.16% | 127 |
|
|
2021
Q4 | $1.61M | Buy |
17,206
+1,207
| +8% | +$113K | 0.18% | 111 |
|
|
2021
Q3 | $1.26M | Sell |
15,999
-42
| -0.3% | -$3.3K | 0.17% | 122 |
|
|
2021
Q2 | $1.23M | Sell |
16,041
-223
| -1% | -$17.2K | 0.18% | 105 |
|
|
2021
Q1 | $1.23M | Sell |
16,264
-117
| -0.7% | -$8.85K | 0.2% | 104 |
|
|
2020
Q4 | $1.38M | Sell |
16,381
-163
| -1% | -$13.7K | 0.24% | 88 |
|
|
2020
Q3 | $1.15M | Sell |
16,544
-112
| -0.7% | -$7.77K | 0.23% | 93 |
|
|
2020
Q2 | $1M | Buy |
16,656
+912
| +6% | +$54.8K | 0.24% | 97 |
|
|
2020
Q1 | $947 | Sell |
15,744
-2,452
| -13% | -$147 | 0.22% | 88 |
|
|
2019
Q4 | $1.1M | Sell |
18,196
-692
| -4% | -$41.9K | 0.23% | 95 |
|
|
2019
Q3 | $1.1M | Sell |
18,888
-792
| -4% | -$46.1K | 0.25% | 91 |
|
|
2019
Q2 | $1.01M | Sell |
19,680
-1,192
| -6% | -$61K | 0.23% | 95 |
|
|
2019
Q1 | $1.01M | Sell |
20,872
-92
| -0.4% | -$4.44K | 0.24% | 99 |
|
|
2018
Q4 | $911 | Sell |
20,964
-488
| -2% | -$21 | 0.22% | 97 |
|
|
2018
Q3 | $898K | Buy |
21,452
+16
| +0.1% | +$670 | 0.22% | 105 |
|
|
2018
Q2 | $895K | Buy |
21,436
+696
| +3% | +$29.1K | 0.23% | 100 |
|
|
2018
Q1 | $846K | Sell |
20,740
-292
| -1% | -$11.9K | 0.23% | 97 |
|
|
2017
Q4 | $821K | Sell |
21,032
-88
| -0.4% | -$3.44K | 0.22% | 105 |
|
|
2017
Q3 | $773K | Sell |
21,120
-92
| -0.4% | -$3.37K | 0.22% | 104 |
|
|
2017
Q2 | $743K | Sell |
21,212
-548
| -3% | -$19.2K | 0.21% | 103 |
|
|
2017
Q1 | $698K | Buy |
21,760
+212
| +1% | +$6.8K | 0.21% | 101 |
|
|
2016
Q4 | $643K | Sell |
21,548
-2,192
| -9% | -$65.4K | 0.21% | 100 |
|
|
2016
Q3 | $725K | Buy |
23,740
+16,984
| +251% | +$519K | 0.25% | 90 |
|
|
2016
Q2 | $220K | Buy |
+6,756
| New | +$220K | 0.09% | 181 |
|
|
2015
Q2 | – | Sell |
-7,780
| Closed | -$202 | – | 205 |
|
|
2015
Q1 | $202 | Sell |
7,780
-1,000
| -11% | -$26 | 0.06% | 207 |
|
|
2014
Q4 | $233K | Hold |
8,780
| – | – | 0.09% | 182 |
|
|
2014
Q3 | $206K | Sell |
8,780
-27,044
| -75% | -$635K | 0.07% | 200 |
|
|
2014
Q2 | $917K | Sell |
35,824
-1,100
| -3% | -$28.2K | 0.35% | 74 |
|
|
2014
Q1 | $882K | Sell |
36,924
-680
| -2% | -$16.2K | 0.35% | 72 |
|
|
2013
Q4 | $804K | Sell |
37,604
-920
| -2% | -$19.7K | 0.32% | 86 |
|
|
2013
Q3 | $772K | Sell |
38,524
-2,880
| -7% | -$57.7K | 0.35% | 79 |
|
|
2013
Q2 | $843K | Buy |
+41,404
| New | +$843K | 0.39% | 68 |
|