Wealth Alliance Advisory Group’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 | $1.28M | Buy |
18,405
+810
| +5% | +$56.2K | 0.24% | 69 |
|
|
2025
Q1 | $1.25M | Buy |
17,595
+3,516
| +25% | +$249K | 0.26% | 68 |
|
|
2024
Q4 | $1.01M | Sell |
14,079
-418
| -3% | -$30K | 0.21% | 71 |
|
|
2024
Q3 | $1.23M | Buy |
14,497
+335
| +2% | +$28.3K | 0.26% | 65 |
|
|
2024
Q2 | $1M | Sell |
14,162
-363
| -2% | -$25.7K | 0.23% | 70 |
|
|
2024
Q1 | $928K | Buy |
14,525
+2,792
| +24% | +$178K | 0.22% | 72 |
|
|
2023
Q4 | $713K | Buy |
11,733
+2,843
| +32% | +$173K | 0.19% | 77 |
|
|
2023
Q3 | $509K | Sell |
8,890
-781
| -8% | -$44.7K | 0.15% | 88 |
|
|
2023
Q2 | $718K | Buy |
9,671
+1,404
| +17% | +$104K | 0.25% | 65 |
|
|
2023
Q1 | $637K | Buy |
8,267
+728
| +10% | +$56.1K | 0.24% | 72 |
|
|
2022
Q4 | $630K | Buy |
7,539
+275
| +4% | +$23K | 0.24% | 66 |
|
|
2022
Q3 | $570K | Buy |
7,264
+1,571
| +28% | +$123K | 0.25% | 63 |
|
|
2022
Q2 | $441K | Buy |
5,693
+594
| +12% | +$46K | 0.21% | 78 |
|
|
2022
Q1 | $432K | Buy |
5,099
+288
| +6% | +$24.4K | 0.19% | 84 |
|
|
2021
Q4 | $449K | Buy |
4,811
+1,020
| +27% | +$95.2K | 0.2% | 86 |
|
|
2021
Q3 | $298K | Buy |
3,791
+146
| +4% | +$11.5K | 0.14% | 105 |
|
|
2021
Q2 | $267K | Buy |
3,645
+93
| +3% | +$6.81K | 0.13% | 118 |
|
|
2021
Q1 | $269K | Sell |
3,552
-513
| -13% | -$38.9K | 0.14% | 113 |
|
|
2020
Q4 | $314K | Buy |
4,065
+981
| +32% | +$75.8K | 0.17% | 97 |
|
|
2020
Q3 | $214K | Buy |
+3,084
| New | +$214K | 0.13% | 116 |
|