Wedmont Private Capital’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 | $1.17M | Sell |
15,949
-74
| -0.5% | -$5.45K | 0.05% | 226 |
|
|
2025
Q1 | $1.05M | Buy |
16,023
+864
| +6% | +$56.9K | 0.05% | 219 |
|
|
2024
Q4 | $1.02M | Buy |
15,159
+437
| +3% | +$29.4K | 0.05% | 215 |
|
|
2024
Q3 | $1.18M | Buy |
14,722
+1,968
| +15% | +$158K | 0.07% | 176 |
|
|
2024
Q2 | $969K | Buy |
12,754
+3,302
| +35% | +$251K | 0.06% | 201 |
|
|
2024
Q1 | $618K | Buy |
9,452
+494
| +6% | +$32.3K | 0.05% | 279 |
|
|
2023
Q4 | $564K | Buy |
8,958
+2,418
| +37% | +$152K | 0.05% | 278 |
|
|
2023
Q3 | $323K | Sell |
6,540
-2,605
| -28% | -$128K | 0.03% | 357 |
|
|
2023
Q2 | $669K | Buy |
9,145
+1,538
| +20% | +$113K | 0.07% | 189 |
|
|
2023
Q1 | $597K | Sell |
7,607
-1,356
| -15% | -$106K | 0.08% | 191 |
|
|
2022
Q4 | $750K | Sell |
8,963
-1,766
| -16% | -$148K | 0.11% | 142 |
|
|
2022
Q3 | $841K | Buy |
10,729
+3,445
| +47% | +$270K | 0.17% | 97 |
|
|
2022
Q2 | $564K | Buy |
7,284
+1,434
| +25% | +$111K | 0.12% | 125 |
|
|
2022
Q1 | $501K | Buy |
5,850
+2,024
| +53% | +$173K | 0.11% | 143 |
|
|
2021
Q4 | $325K | Buy |
+3,826
| New | +$325K | 0.1% | 159 |
|