WealthShield 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 | $2.24M | Buy |
32,248
+1,568
| +5% | +$109K | 0.27% | 101 |
|
|
2025
Q1 | $2.17M | Buy |
30,680
+2,544
| +9% | +$180K | 0.28% | 100 |
|
|
2024
Q4 | $2.02M | Buy |
28,136
+173
| +0.6% | +$12.4K | 0.29% | 100 |
|
|
2024
Q3 | $2.36M | Buy |
27,963
+9,933
| +55% | +$840K | 0.32% | 92 |
|
|
2024
Q2 | $1.28M | Buy |
18,030
+14,611
| +427% | +$1.03M | 0.19% | 122 |
|
|
2024
Q1 | $219K | Sell |
3,419
-320
| -9% | -$20.5K | 0.04% | 263 |
|
|
2023
Q4 | $227K | Sell |
3,739
-387
| -9% | -$23.5K | 0.04% | 267 |
|
|
2023
Q3 | $236K | Buy |
4,126
+193
| +5% | +$11.1K | 0.04% | 272 |
|
|
2023
Q2 | $292K | Sell |
3,933
-9
| -0.2% | -$668 | 0.04% | 255 |
|
|
2023
Q1 | $304K | Sell |
3,942
-242
| -6% | -$18.7K | 0.05% | 254 |
|
|
2022
Q4 | $350K | Sell |
4,184
-378
| -8% | -$31.6K | 0.07% | 230 |
|
|
2022
Q3 | $358K | Sell |
4,562
-7
| -0.2% | -$549 | 0.07% | 231 |
|
|
2022
Q2 | $354K | Buy |
4,569
+1,377
| +43% | +$107K | 0.07% | 233 |
|
|
2022
Q1 | $270K | Sell |
3,192
-1,906
| -37% | -$161K | 0.04% | 292 |
|
|
2021
Q4 | $476K | Buy |
5,098
+1,195
| +31% | +$112K | 0.08% | 198 |
|
|
2021
Q3 | $307K | Buy |
3,903
+168
| +4% | +$13.2K | 0.08% | 189 |
|
|
2021
Q2 | $274K | Buy |
3,735
+185
| +5% | +$13.6K | 0.04% | 216 |
|
|
2021
Q1 | $268K | Sell |
3,550
-1,836
| -34% | -$139K | 0.05% | 221 |
|
|
2020
Q4 | $416K | Buy |
5,386
+182
| +3% | +$14.1K | 0.08% | 198 |
|
|
2020
Q3 | $361K | Buy |
5,204
+36
| +0.7% | +$2.5K | 0.13% | 170 |
|
|
2020
Q2 | $310K | Buy |
5,168
+1,760
| +52% | +$106K | 0.14% | 153 |
|
|
2020
Q1 | $205K | Hold |
3,408
| – | – | 0.13% | 151 |
|
|
2019
Q4 | $206K | Buy |
+3,408
| New | +$206K | 0.1% | 176 |
|