Western Wealth Management’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 | $2.16M | Sell |
31,065
-641
| -2% | -$44.5K | 0.13% | 155 |
|
|
2025
Q1 | $2.25M | Sell |
31,706
-1,609
| -5% | -$114K | 0.15% | 135 |
|
|
2024
Q4 | $2.39M | Sell |
33,315
-10,600
| -24% | -$760K | 0.16% | 130 |
|
|
2024
Q3 | $3.71M | Buy |
43,915
+12,932
| +42% | +$1.09M | 0.21% | 97 |
|
|
2024
Q2 | $2.19M | Sell |
30,983
-183
| -0.6% | -$13K | 0.16% | 124 |
|
|
2024
Q1 | $1.99M | Sell |
31,166
-10,464
| -25% | -$669K | 0.15% | 128 |
|
|
2023
Q4 | $2.53M | Buy |
41,630
+6,980
| +20% | +$424K | 0.18% | 120 |
|
|
2023
Q3 | $1.99M | Buy |
34,650
+3,731
| +12% | +$214K | 0.17% | 129 |
|
|
2023
Q2 | $2.29M | Buy |
30,919
+551
| +2% | +$40.9K | 0.2% | 111 |
|
|
2023
Q1 | $2.34M | Buy |
30,368
+1,769
| +6% | +$136K | 0.22% | 108 |
|
|
2022
Q4 | $2.39M | Sell |
28,599
-21,311
| -43% | -$1.78M | 0.24% | 107 |
|
|
2022
Q3 | $3.92M | Buy |
49,910
+6,030
| +14% | +$473K | 0.22% | 101 |
|
|
2022
Q2 | $3.41M | Buy |
43,880
+666
| +2% | +$51.8K | 0.2% | 116 |
|
|
2022
Q1 | $3.66M | Buy |
43,214
+24,562
| +132% | +$2.08M | 0.18% | 126 |
|
|
2021
Q4 | $1.75M | Buy |
+18,652
| New | +$1.75M | 0.17% | 131 |
|
|
2021
Q2 | $1.99M | Buy |
27,246
+9,586
| +54% | +$701K | 0.2% | 113 |
|
|
2021
Q1 | $1.34M | Buy |
17,660
+4,669
| +36% | +$353K | 0.18% | 130 |
|
|
2020
Q4 | $1M | Sell |
12,991
-2,157
| -14% | -$166K | 0.15% | 156 |
|
|
2020
Q3 | $1.05M | Buy |
15,148
+760
| +5% | +$52.8K | 0.17% | 134 |
|
|
2020
Q2 | $869K | Sell |
14,388
-1,764
| -11% | -$107K | 0.16% | 144 |
|
|
2020
Q1 | $971K | Buy |
16,152
+1,392
| +9% | +$83.7K | 0.22% | 107 |
|
|
2019
Q4 | $894K | Buy |
14,760
+156
| +1% | +$9.45K | 0.14% | 147 |
|
|
2019
Q3 | $850K | Buy |
14,604
+4,092
| +39% | +$238K | 0.18% | 134 |
|
|
2019
Q2 | $536K | Sell |
10,512
-1,092
| -9% | -$55.7K | 0.07% | 210 |
|
|
2019
Q1 | $560K | Buy |
11,604
+248
| +2% | +$12K | 0.12% | 189 |
|
|
2018
Q4 | $492K | Buy |
+11,356
| New | +$492K | 0.13% | 175 |
|