Wealth Alliance’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 | $2.44M | Buy |
35,132
+179
| +0.5% | +$12.4K | 0.27% | 74 |
|
|
2025
Q1 | $2.48M | Buy |
34,953
+280
| +0.8% | +$19.8K | 0.3% | 68 |
|
|
2024
Q4 | $2.49M | Sell |
34,673
-4,988
| -13% | -$358K | 0.3% | 68 |
|
|
2024
Q3 | $3.35M | Sell |
39,661
-1,156
| -3% | -$97.7K | 0.4% | 42 |
|
|
2024
Q2 | $2.89M | Buy |
40,817
+6,849
| +20% | +$485K | 0.37% | 48 |
|
|
2024
Q1 | $2.17M | Sell |
33,968
-4,263
| -11% | -$272K | 0.28% | 67 |
|
|
2023
Q4 | $2.32M | Buy |
38,231
+798
| +2% | +$48.5K | 0.33% | 54 |
|
|
2023
Q3 | $2.14M | Buy |
37,433
+1,173
| +3% | +$67.2K | 0.34% | 57 |
|
|
2023
Q2 | $2.69M | Buy |
36,260
+1,543
| +4% | +$114K | 0.4% | 40 |
|
|
2023
Q1 | $2.68M | Buy |
34,717
+4,092
| +13% | +$315K | 0.43% | 36 |
|
|
2022
Q4 | $2.56M | Buy |
30,625
+617
| +2% | +$51.6K | 0.45% | 34 |
|
|
2022
Q3 | $2.35M | Sell |
30,008
-529
| -2% | -$41.5K | 0.46% | 33 |
|
|
2022
Q2 | $2.37M | Buy |
30,537
+4,739
| +18% | +$367K | 0.45% | 38 |
|
|
2022
Q1 | $2.19M | Buy |
25,798
+10,016
| +63% | +$849K | 0.45% | 36 |
|
|
2021
Q4 | $1.47M | Sell |
15,782
-2,890
| -15% | -$270K | 0.3% | 71 |
|
|
2021
Q3 | $1.47M | Buy |
18,672
+44
| +0.2% | +$3.46K | 0.33% | 60 |
|
|
2021
Q2 | $1.37M | Buy |
18,628
+1,887
| +11% | +$138K | 0.32% | 67 |
|
|
2021
Q1 | $1.27M | Sell |
16,741
-2,228
| -12% | -$168K | 0.35% | 63 |
|
|
2020
Q4 | $1.46M | Buy |
18,969
+2,865
| +18% | +$221K | 0.43% | 48 |
|
|
2020
Q3 | $1.12M | Buy |
16,104
+540
| +3% | +$37.5K | 0.4% | 60 |
|
|
2020
Q2 | $934K | Sell |
15,564
-84
| -0.5% | -$5.04K | 0.37% | 70 |
|
|
2020
Q1 | $941K | Buy |
+15,648
| New | +$941K | 0.51% | 47 |
|