Wealth Advisors of Tampa Bay’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 | $1.9M | Buy |
27,331
+200
| +0.7% | +$13.9K | 0.72% | 50 |
|
|
2025
Q1 | $1.92M | Buy |
27,131
+2,400
| +10% | +$170K | 0.78% | 46 |
|
|
2024
Q4 | $1.77M | Buy |
24,731
+3,175
| +15% | +$228K | 0.76% | 44 |
|
|
2024
Q3 | $1.82M | Buy |
21,556
+2,361
| +12% | +$200K | 0.76% | 47 |
|
|
2024
Q2 | $1.36M | Buy |
+19,195
| New | +$1.36M | 0.63% | 51 |
|
|
2023
Q4 | – | Sell |
-6,200
| Closed | -$355K | – | 97 |
|
|
2023
Q3 | $355K | Buy |
6,200
+3,100
| +100% | +$178K | 0.1% | 76 |
|
|
2023
Q2 | $230K | Sell |
3,100
-300
| -9% | -$22.3K | 0.13% | 69 |
|
|
2023
Q1 | $262K | Hold |
3,400
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $284K | Sell |
3,400
-200
| -6% | -$16.7K | 0.18% | 63 |
|
|
2022
Q3 | $282K | Sell |
3,600
-3,600
| -50% | -$282K | 0.19% | 65 |
|
|
2022
Q2 | $558K | Sell |
7,200
-400
| -5% | -$31K | 0.17% | 66 |
|
|
2022
Q1 | $644K | Sell |
7,600
-500
| -6% | -$42.4K | 0.17% | 68 |
|
|
2021
Q4 | $756K | Buy |
8,100
+3,800
| +88% | +$355K | 0.19% | 73 |
|
|
2021
Q3 | $338K | Sell |
4,300
-1,500
| -26% | -$118K | 0.19% | 73 |
|
|
2021
Q2 | $425K | Buy |
5,800
+308
| +6% | +$22.6K | 0.24% | 71 |
|
|
2021
Q1 | $415K | Sell |
5,492
-488
| -8% | -$36.9K | 0.25% | 73 |
|
|
2020
Q4 | $461K | Hold |
5,980
| – | – | 0.32% | 63 |
|
|
2020
Q3 | $415K | Hold |
5,980
| – | – | 0.31% | 65 |
|
|
2020
Q2 | $359K | Hold |
5,980
| – | – | 0.3% | 62 |
|
|
2020
Q1 | $360K | Hold |
5,980
| – | – | 0.4% | 55 |
|
|
2019
Q4 | $362K | Hold |
5,980
| – | – | 0.33% | 57 |
|
|
2019
Q3 | $348K | Hold |
5,980
| – | – | 0.29% | 65 |
|
|
2019
Q2 | $306K | Hold |
5,980
| – | – | 0.22% | 69 |
|
|
2019
Q1 | $289K | Hold |
5,980
| – | – | 0.21% | 65 |
|
|
2018
Q4 | $260K | Hold |
5,980
| – | – | 0.21% | 63 |
|
|
2018
Q3 | $251K | Hold |
5,980
| – | – | 0.18% | 62 |
|
|
2018
Q2 | $253K | Sell |
5,980
-1,440
| -19% | -$60.9K | 0.19% | 62 |
|
|
2018
Q1 | $303K | Hold |
7,420
| – | – | 0.22% | 63 |
|
|
2017
Q4 | $284K | Buy |
+7,420
| New | +$284K | 0.19% | 64 |
|