Wedgewood Investors’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 | $416K | Hold |
5,997
| – | – | 0.48% | 53 |
|
|
2025
Q1 | $425K | Sell |
5,997
-280
| -4% | -$19.8K | 0.5% | 51 |
|
|
2024
Q4 | $450K | Hold |
6,277
| – | – | 0.53% | 50 |
|
|
2024
Q3 | $531K | Hold |
6,277
| – | – | 0.58% | 46 |
|
|
2024
Q2 | $444K | Buy |
+6,277
| New | +$444K | 0.53% | 54 |
|
|
2023
Q4 | $380K | Sell |
6,262
-400
| -6% | -$24.3K | 0.47% | 59 |
|
|
2023
Q3 | $382K | Buy |
6,662
+42
| +0.6% | +$2.41K | 0.52% | 58 |
|
|
2023
Q2 | $491K | Hold |
6,620
| – | – | 0.63% | 51 |
|
|
2023
Q1 | $510K | Hold |
6,620
| – | – | 0.67% | 48 |
|
|
2022
Q4 | $553K | Buy |
6,620
+1,820
| +38% | +$152K | 0.73% | 45 |
|
|
2022
Q3 | $376K | Hold |
4,800
| – | – | 0.58% | 50 |
|
|
2022
Q2 | $372K | Hold |
4,800
| – | – | 0.53% | 55 |
|
|
2022
Q1 | $407K | Hold |
4,800
| – | – | 0.49% | 62 |
|
|
2021
Q4 | $448K | Buy |
+4,800
| New | +$448K | 0.53% | 62 |
|
|
2021
Q2 | – | Sell |
-4,800
| Closed | -$363K | – | 95 |
|
|
2021
Q1 | $363K | Hold |
4,800
| – | – | 0.45% | 64 |
|
|
2020
Q4 | $370K | Hold |
4,800
| – | – | 0.48% | 61 |
|
|
2020
Q3 | $333K | Hold |
4,800
| – | – | 0.5% | 61 |
|
|
2020
Q2 | $288K | Hold |
4,800
| – | – | 0.46% | 63 |
|
|
2020
Q1 | $289K | Hold |
4,800
| – | – | 0.56% | 51 |
|
|
2019
Q4 | $291K | Hold |
4,800
| – | – | 0.42% | 70 |
|
|
2019
Q3 | $280K | Hold |
4,800
| – | – | 0.42% | 68 |
|
|
2019
Q2 | $246K | Hold |
4,800
| – | – | 0.35% | 73 |
|
|
2019
Q1 | $232K | Hold |
4,800
| – | – | 0.36% | 76 |
|
|
2018
Q4 | $209K | Hold |
4,800
| – | – | 0.38% | 76 |
|
|
2018
Q3 | $201K | Hold |
4,800
| – | – | 0.32% | 85 |
|
|
2018
Q2 | $200K | Buy |
+4,800
| New | +$200K | 0.34% | 84 |
|