Wealth Enhancement Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8M | Buy |
1,229,537
+44,579
| +4% | +$3.29M | 0.15% | 134 |
|
|
2025
Q1 | $84M | Sell |
1,184,958
-185,470
| -14% | -$13.1M | 0.16% | 124 |
|
|
2024
Q4 | $98.2M | Buy |
1,370,428
+298,529
| +28% | +$21.4M | 0.19% | 108 |
|
|
2024
Q3 | $90.6M | Buy |
1,071,899
+30,122
| +3% | +$2.55M | 0.19% | 108 |
|
|
2024
Q2 | $73.8M | Buy |
1,041,777
+41,101
| +4% | +$2.91M | 0.18% | 118 |
|
|
2024
Q1 | $64M | Buy |
1,000,676
+29,692
| +3% | +$1.9M | 0.17% | 129 |
|
|
2023
Q4 | $59M | Sell |
970,984
-45,305
| -4% | -$2.75M | 0.17% | 130 |
|
|
2023
Q3 | $58.2M | Buy |
1,016,289
+998,088
| +5,484% | +$57.2M | 0.19% | 117 |
|
|
2023
Q2 | $1.35M | Buy |
18,201
+901
| +5% | +$66.9K | 0.01% | 237 |
|
|
2023
Q1 | $1.33M | Buy |
+17,300
| New | +$1.33M | 0.02% | 274 |
|
|
2021
Q4 | – | Sell |
-35,503
| Closed | -$3.03M | – | 324 |
|
|
2021
Q3 | $3.03M | Buy |
+35,503
| New | +$3.03M | 0.04% | 130 |
|
|
2020
Q3 | – | Sell |
-19,281
| Closed | -$5.41M | – | 228 |
|
|
2020
Q2 | $5.41M | Buy |
19,281
+2,207
| +13% | +$619K | 0.16% | 55 |
|
|
2020
Q1 | $4.09M | Buy |
+17,074
| New | +$4.09M | 0.15% | 67 |
|
|
2019
Q2 | – | Sell |
-12,435
| Closed | -$2.36M | – | 235 |
|
|
2019
Q1 | $2.36M | Buy |
+12,435
| New | +$2.36M | 0.13% | 67 |
|
|
2018
Q4 | – | Sell |
-10,471
| Closed | -$1.84M | – | 197 |
|
|
2018
Q3 | $1.84M | Buy |
+10,471
| New | +$1.84M | 0.11% | 68 |
|
|
2018
Q2 | – | Sell |
-5,593
| Closed | -$890K | – | 183 |
|
|
2018
Q1 | $890K | Buy |
+5,593
| New | +$890K | 0.06% | 123 |
|