Wealth Management Associates’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 | $407K | Buy |
5,857
+505
| +9% | +$35.1K | 0.16% | 126 |
|
|
2025
Q1 | $379K | Hold |
5,352
| – | – | 0.16% | 122 |
|
|
2024
Q4 | $384K | Hold |
5,352
| – | – | 0.16% | 120 |
|
|
2024
Q3 | $452K | Hold |
5,352
| – | – | 0.2% | 101 |
|
|
2024
Q2 | $379K | Hold |
5,352
| – | – | 0.18% | 113 |
|
|
2024
Q1 | $379K | Sell |
5,352
-339
| -6% | -$24K | 0.18% | 113 |
|
|
2023
Q4 | $346K | Sell |
5,691
-2,003
| -26% | -$122K | 0.18% | 121 |
|
|
2023
Q3 | $441K | Sell |
7,694
-865
| -10% | -$49.6K | 0.26% | 84 |
|
|
2023
Q2 | $635K | Sell |
8,559
-76
| -0.9% | -$5.64K | 0.36% | 64 |
|
|
2023
Q1 | $666K | Buy |
8,635
+424
| +5% | +$32.7K | 0.41% | 60 |
|
|
2022
Q4 | $686K | Sell |
8,211
-270
| -3% | -$22.6K | 0.46% | 56 |
|
|
2022
Q3 | $665K | Sell |
8,481
-219
| -3% | -$17.2K | 0.47% | 51 |
|
|
2022
Q2 | $674K | Sell |
8,700
-188
| -2% | -$14.6K | 0.46% | 48 |
|
|
2022
Q1 | $753K | Buy |
8,888
+136
| +2% | +$11.5K | 0.43% | 60 |
|
|
2021
Q4 | $817K | Sell |
8,752
-259
| -3% | -$24.2K | 0.44% | 54 |
|
|
2021
Q3 | $708K | Buy |
9,011
+81
| +0.9% | +$6.36K | 0.41% | 61 |
|
|
2021
Q2 | $654K | Buy |
8,930
+1,159
| +15% | +$84.9K | 0.37% | 63 |
|
|
2021
Q1 | $588K | Buy |
7,771
+1,087
| +16% | +$82.2K | 0.37% | 65 |
|
|
2020
Q4 | $516K | Buy |
6,684
+600
| +10% | +$46.3K | 0.34% | 72 |
|
|
2020
Q3 | $422K | Hold |
6,084
| – | – | 0.33% | 73 |
|
|
2020
Q2 | $365K | Buy |
6,084
+568
| +10% | +$34.1K | 0.31% | 78 |
|
|
2020
Q1 | $332K | Buy |
5,516
+820
| +17% | +$49.3K | 0.34% | 75 |
|
|
2019
Q4 | $284K | Buy |
4,696
+196
| +4% | +$11.9K | 0.2% | 112 |
|
|
2019
Q3 | $262K | Buy |
+4,500
| New | +$262K | 0.21% | 116 |
|