Wealthcare Advisory Partners’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 | $1.98M | Buy |
28,505
+7,261
| +34% | +$504K | 0.05% | 330 |
|
|
2025
Q1 | $1.51M | Sell |
21,244
-609
| -3% | -$43.2K | 0.04% | 356 |
|
|
2024
Q4 | $1.57M | Sell |
21,853
-5,813
| -21% | -$417K | 0.04% | 324 |
|
|
2024
Q3 | $2.34M | Buy |
27,666
+3,395
| +14% | +$287K | 0.07% | 243 |
|
|
2024
Q2 | $1.72M | Buy |
24,271
+1,198
| +5% | +$84.8K | 0.05% | 260 |
|
|
2024
Q1 | $1.47M | Buy |
23,073
+4,401
| +24% | +$281K | 0.05% | 287 |
|
|
2023
Q4 | $1.13M | Sell |
18,672
-459
| -2% | -$27.9K | 0.05% | 287 |
|
|
2023
Q3 | $1.1M | Buy |
19,131
+1,960
| +11% | +$112K | 0.05% | 260 |
|
|
2023
Q2 | $1.27M | Sell |
17,171
-2,899
| -14% | -$215K | 0.06% | 248 |
|
|
2023
Q1 | $1.55M | Buy |
20,070
+1,373
| +7% | +$106K | 0.07% | 222 |
|
|
2022
Q4 | $1.56M | Buy |
18,697
+731
| +4% | +$61.1K | 0.07% | 202 |
|
|
2022
Q3 | $1.41M | Buy |
17,966
+1,528
| +9% | +$120K | 0.08% | 185 |
|
|
2022
Q2 | $1.27M | Buy |
16,438
+5,262
| +47% | +$408K | 0.08% | 173 |
|
|
2022
Q1 | $947K | Buy |
11,176
+238
| +2% | +$20.2K | 0.06% | 201 |
|
|
2021
Q4 | $1.02M | Sell |
10,938
-1,397
| -11% | -$130K | 0.06% | 193 |
|
|
2021
Q3 | $969K | Buy |
12,335
+1,106
| +10% | +$86.9K | 0.06% | 196 |
|
|
2021
Q2 | $823K | Buy |
11,229
+3,376
| +43% | +$247K | 0.06% | 226 |
|
|
2021
Q1 | $594K | Buy |
7,853
+282
| +4% | +$21.3K | 0.04% | 258 |
|
|
2020
Q4 | $584K | Sell |
7,571
-1,589
| -17% | -$123K | 0.05% | 212 |
|
|
2020
Q3 | $635K | Buy |
9,160
+3,968
| +76% | +$275K | 0.07% | 175 |
|
|
2020
Q2 | $312K | Buy |
5,192
+168
| +3% | +$10.1K | 0.04% | 238 |
|
|
2020
Q1 | $302K | Buy |
5,024
+640
| +15% | +$38.5K | 0.04% | 214 |
|
|
2019
Q4 | $265K | Sell |
4,384
-640
| -13% | -$38.7K | 0.03% | 256 |
|
|
2019
Q3 | $293K | Buy |
5,024
+1,764
| +54% | +$103K | 0.04% | 217 |
|
|
2019
Q2 | $167K | Buy |
3,260
+492
| +18% | +$25.2K | 0.03% | 295 |
|
|
2019
Q1 | $134K | Sell |
2,768
-96
| -3% | -$4.65K | 0.02% | 291 |
|
|
2018
Q4 | $124K | Buy |
2,864
+152
| +6% | +$6.58K | 0.02% | 272 |
|
|
2018
Q3 | $114K | Buy |
2,712
+4
| +0.1% | +$168 | 0.02% | 314 |
|
|
2018
Q2 | $113K | Buy |
2,708
+336
| +14% | +$14K | 0.02% | 306 |
|
|
2018
Q1 | $97K | Sell |
2,372
-1,472
| -38% | -$60.2K | 0.02% | 284 |
|
|
2017
Q4 | $150K | Buy |
3,844
+2,232
| +138% | +$87.1K | 0.04% | 209 |
|
|
2017
Q3 | $59K | Buy |
+1,612
| New | +$59K | 0.02% | 284 |
|