WealthPLAN 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 | $639K | Sell |
9,202
-209
| -2% | -$14.5K | 0.1% | 155 |
|
|
2025
Q1 | $667K | Buy |
9,411
+224
| +2% | +$15.9K | 0.09% | 150 |
|
|
2024
Q4 | $659K | Sell |
9,187
-1,706
| -16% | -$122K | 0.09% | 150 |
|
|
2024
Q3 | $921K | Sell |
10,893
-4,948
| -31% | -$418K | 0.12% | 130 |
|
|
2024
Q2 | $1.12M | Sell |
15,841
-71,792
| -82% | -$5.08M | 0.12% | 142 |
|
|
2024
Q1 | $5.6M | Sell |
87,633
-1,940
| -2% | -$124K | 0.58% | 52 |
|
|
2023
Q4 | $5.44M | Buy |
89,573
+82,086
| +1,096% | +$4.99M | 0.56% | 58 |
|
|
2023
Q3 | $429K | Buy |
7,487
+968
| +15% | +$55.5K | 0.05% | 223 |
|
|
2023
Q2 | $484K | Buy |
6,519
+421
| +7% | +$31.2K | 0.07% | 192 |
|
|
2023
Q1 | $470K | Sell |
6,098
-1,831
| -23% | -$141K | 0.05% | 208 |
|
|
2022
Q4 | $603K | Buy |
+7,929
| New | +$603K | 0.04% | 232 |
|
|
2022
Q1 | $506K | Sell |
7,130
-57
| -0.8% | -$4.05K | 0.04% | 246 |
|
|
2021
Q4 | $561K | Sell |
7,187
-731
| -9% | -$57.1K | 0.04% | 240 |
|
|
2021
Q3 | $716K | Buy |
7,918
+2,433
| +44% | +$220K | 0.05% | 205 |
|
|
2021
Q2 | $452K | Sell |
5,485
-24
| -0.4% | -$1.98K | 0.03% | 244 |
|
|
2021
Q1 | $417K | Buy |
5,509
+86
| +2% | +$6.51K | 0.03% | 241 |
|
|
2020
Q4 | $450K | Sell |
5,423
-16,001
| -75% | -$1.33M | 0.04% | 228 |
|
|
2020
Q3 | $411K | Buy |
21,424
+15,892
| +287% | +$305K | 0.04% | 216 |
|
|
2020
Q2 | $393K | Buy |
5,532
+424
| +8% | +$30.1K | 0.04% | 209 |
|
|
2020
Q1 | $297K | Sell |
5,108
-888
| -15% | -$51.6K | 0.04% | 196 |
|
|
2019
Q4 | $405K | Buy |
5,996
+204
| +4% | +$13.8K | 0.05% | 174 |
|
|
2019
Q3 | $330K | Buy |
5,792
+300
| +5% | +$17.1K | 0.05% | 179 |
|
|
2019
Q2 | $296K | Sell |
5,492
-2,388
| -30% | -$129K | 0.04% | 187 |
|
|
2019
Q1 | $384K | Sell |
7,880
-404
| -5% | -$19.7K | 0.06% | 180 |
|
|
2018
Q4 | $381K | Buy |
8,284
+280
| +3% | +$12.9K | 0.06% | 173 |
|
|
2018
Q3 | $358K | Sell |
8,004
-1,424
| -15% | -$63.7K | 0.07% | 173 |
|
|
2018
Q2 | $394K | Buy |
9,428
+1,580
| +20% | +$66K | 0.08% | 162 |
|
|
2018
Q1 | $321K | Buy |
7,848
+368
| +5% | +$15.1K | 0.07% | 199 |
|
|
2017
Q4 | $292K | Buy |
7,480
+1,184
| +19% | +$46.2K | 0.08% | 160 |
|
|
2017
Q3 | $231K | Buy |
+6,296
| New | +$231K | 0.06% | 167 |
|
|
2016
Q3 | $215K | Sell |
7,236
-120
| -2% | -$3.57K | 0.07% | 138 |
|
|
2016
Q2 | $210K | Buy |
+7,356
| New | +$210K | 0.03% | 363 |
|
|
2015
Q4 | $164K | Buy |
+7,916
| New | +$164K | 0.03% | 307 |
|
|
2015
Q2 | $20K | Hold |
800
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $21K | Buy |
+800
| New | +$21K | 0.01% | 314 |
|