Wealthquest’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 | $511K | Sell |
7,360
-1,707
| -19% | -$119K | 0.04% | 75 |
|
|
2025
Q1 | $643K | Sell |
9,067
-628
| -6% | -$44.5K | 0.05% | 67 |
|
|
2024
Q4 | $695K | Sell |
9,695
-134
| -1% | -$9.61K | 0.06% | 63 |
|
|
2024
Q3 | $838K | Buy |
9,829
+446
| +5% | +$38K | 0.07% | 58 |
|
|
2024
Q2 | $664K | Hold |
9,383
| – | – | 0.07% | 64 |
|
|
2024
Q1 | $600K | Sell |
9,383
-2,961
| -24% | -$189K | 0.06% | 65 |
|
|
2023
Q4 | $750K | Hold |
12,344
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $707K | Buy |
12,344
+2,400
| +24% | +$137K | 0.09% | 64 |
|
|
2023
Q2 | $738K | Hold |
9,944
| – | – | 0.09% | 59 |
|
|
2023
Q1 | $766K | Hold |
9,944
| – | – | 0.1% | 57 |
|
|
2022
Q4 | $832K | Sell |
9,944
-88
| -0.9% | -$7.36K | 0.11% | 58 |
|
|
2022
Q3 | $786K | Hold |
10,032
| – | – | 0.11% | 56 |
|
|
2022
Q2 | $777K | Sell |
10,032
-674
| -6% | -$52.2K | 0.12% | 58 |
|
|
2022
Q1 | $999K | Hold |
10,706
| – | – | 0.15% | 55 |
|
|
2021
Q4 | $999K | Buy |
10,706
+6,139
| +134% | +$573K | 0.15% | 55 |
|
|
2021
Q3 | $358K | Sell |
4,567
-68
| -1% | -$5.33K | 0.06% | 92 |
|
|
2021
Q2 | $339K | Buy |
4,635
+104
| +2% | +$7.61K | 0.06% | 99 |
|
|
2021
Q1 | $342K | Sell |
4,531
-48
| -1% | -$3.62K | 0.06% | 99 |
|
|
2020
Q4 | $353K | Buy |
4,579
+19
| +0.4% | +$1.47K | 0.08% | 92 |
|
|
2020
Q3 | $316K | Sell |
4,560
-528
| -10% | -$36.6K | 0.08% | 81 |
|
|
2020
Q2 | $305K | Buy |
+5,088
| New | +$305K | 0.08% | 86 |
|
|
2019
Q4 | $305K | Hold |
5,040
| – | – | 0.09% | 101 |
|
|
2019
Q3 | $293K | Hold |
5,040
| – | – | 0.1% | 103 |
|
|
2019
Q2 | $258K | Hold |
5,040
| – | – | 0.1% | 103 |
|
|
2019
Q1 | $243K | Hold |
5,040
| – | – | 0.09% | 113 |
|
|
2018
Q4 | $219K | Buy |
+5,040
| New | +$219K | 0.09% | 119 |
|