WA
WealthTrust Axiom’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
29,499
-460
| -2% | -$31.9K | 0.6% | 35 |
|
|
2025
Q1 | $2.12M | Sell |
29,959
-150
| -0.5% | -$10.6K | 0.65% | 37 |
|
|
2024
Q4 | $2.16M | Sell |
30,109
-80
| -0.3% | -$5.74K | 0.64% | 37 |
|
|
2024
Q3 | $2.55M | Sell |
30,189
-125
| -0.4% | -$10.6K | 0.76% | 32 |
|
|
2024
Q2 | $2.15M | Sell |
30,314
-49
| -0.2% | -$3.47K | 0.71% | 34 |
|
|
2024
Q1 | $1.94M | Buy |
30,363
+4
| +0% | +$256 | 0.63% | 36 |
|
|
2023
Q4 | $1.84M | Buy |
30,359
+14,059
| +86% | +$854K | 0.62% | 38 |
|
|
2023
Q3 | $934K | Buy |
16,300
+601
| +4% | +$34.4K | 0.34% | 65 |
|
|
2023
Q2 | $1.16M | Sell |
15,699
-599
| -4% | -$44.4K | 0.39% | 56 |
|
|
2023
Q1 | $1.26M | Buy |
16,298
+601
| +4% | +$46.3K | 0.43% | 54 |
|
|
2022
Q4 | $1.31M | Buy |
15,697
+200
| +1% | +$16.7K | 0.46% | 54 |
|
|
2022
Q3 | $1.22M | Buy |
15,497
+440
| +3% | +$34.5K | 0.46% | 54 |
|
|
2022
Q2 | $1.17M | Buy |
15,057
+1,500
| +11% | +$116K | 0.42% | 59 |
|
|
2022
Q1 | $1.15M | Hold |
13,557
| – | – | 0.36% | 68 |
|
|
2021
Q4 | $1.27M | Hold |
13,557
| – | – | 0.4% | 60 |
|
|
2021
Q3 | $1.06M | Buy |
13,557
+50
| +0.4% | +$3.92K | 0.36% | 67 |
|
|
2021
Q2 | $989K | Sell |
13,507
-736
| -5% | -$53.9K | 0.32% | 73 |
|
|
2021
Q1 | $1.08M | Sell |
14,243
-2
| -0% | -$151 | 0.36% | 67 |
|
|
2020
Q4 | $1.1M | Buy |
14,245
+10,684
| +300% | +$824K | 0.4% | 63 |
|
|
2020
Q3 | $988K | Buy |
3,561
+100
| +3% | +$27.7K | 0.43% | 57 |
|
|
2020
Q2 | $831K | Hold |
3,461
| – | – | 0.37% | 66 |
|
|
2020
Q1 | $832K | Sell |
3,461
-222
| -6% | -$53.4K | 0.41% | 60 |
|
|
2019
Q4 | $891K | Hold |
3,683
| – | – | 0.3% | 77 |
|
|
2019
Q3 | $858K | Hold |
3,683
| – | – | 0.3% | 77 |
|
|
2019
Q2 | $754K | Sell |
3,683
-3
| -0.1% | -$614 | 0.26% | 91 |
|
|
2019
Q1 | $712K | Buy |
3,686
+3
| +0.1% | +$579 | 0.25% | 94 |
|
|
2018
Q4 | $640K | Hold |
3,683
| – | – | 0.26% | 93 |
|
|
2018
Q3 | $617K | Hold |
3,683
| – | – | 0.21% | 104 |
|
|
2018
Q2 | $615K | Hold |
3,683
| – | – | 0.22% | 105 |
|
|
2018
Q1 | $601K | Hold |
3,683
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $575K | Sell |
3,683
-50
| -1% | -$7.81K | 0.21% | 103 |
|
|
2017
Q3 | $547K | Hold |
3,733
| – | – | 0.21% | 105 |
|
|
2017
Q2 | $523K | Hold |
3,733
| – | – | 0.2% | 107 |
|
|
2017
Q1 | $479K | Buy |
3,733
+1
| +0% | +$128 | 0.18% | 118 |
|
|
2016
Q4 | $445K | Buy |
3,732
+1
| +0% | +$119 | 0.16% | 121 |
|
|
2016
Q3 | $456K | Buy |
3,731
+1
| +0% | +$122 | 0.17% | 117 |
|
|
2016
Q2 | $486K | Buy |
3,730
+1
| +0% | +$130 | 0.19% | 102 |
|
|
2016
Q1 | $441K | Hold |
3,729
| – | – | 0.17% | 107 |
|
|
2015
Q4 | $387K | Buy |
3,729
+1
| +0% | +$104 | 0.15% | 119 |
|
|
2015
Q3 | $363K | Buy |
3,728
+1
| +0% | +$97 | 0.15% | 114 |
|
|
2015
Q2 | $365K | Buy |
3,727
+1
| +0% | +$98 | 0.13% | 126 |
|
|
2015
Q1 | $387K | Buy |
3,726
+1
| +0% | +$104 | 0.14% | 124 |
|
|
2014
Q4 | $395K | Buy |
3,725
+1
| +0% | +$106 | 0.14% | 118 |
|
|
2014
Q3 | $349K | Hold |
3,724
| – | – | 0.12% | 128 |
|
|
2014
Q2 | $381K | Buy |
3,724
+1
| +0% | +$102 | 0.13% | 121 |
|
|
2014
Q1 | $355K | Buy |
3,723
+411
| +12% | +$39.2K | 0.13% | 119 |
|
|
2013
Q4 | $283K | Buy |
3,312
+173
| +6% | +$14.8K | 0.11% | 132 |
|
|
2013
Q3 | $251K | Buy |
3,139
+1
| +0% | +$80 | 0.1% | 133 |
|
|
2013
Q2 | $255K | Buy |
+3,138
| New | +$255K | 0.11% | 135 |
|