Williams Jones 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 | $2.08M | Hold |
30,022
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $2.13M | Sell |
30,022
-100
| -0.3% | -$7.09K | 0.03% | 180 |
|
|
2024
Q4 | $2.16M | Buy |
30,122
+904
| +3% | +$64.8K | 0.03% | 183 |
|
|
2024
Q3 | $2.47M | Sell |
29,218
-263
| -0.9% | -$22.2K | 0.03% | 181 |
|
|
2024
Q2 | $2.09M | Buy |
29,481
+124
| +0.4% | +$8.78K | 0.03% | 187 |
|
|
2024
Q1 | $1.88M | Buy |
29,357
+376
| +1% | +$24K | 0.02% | 200 |
|
|
2023
Q4 | $1.76M | Sell |
28,981
-41,302
| -59% | -$2.51M | 0.02% | 201 |
|
|
2023
Q3 | $4.03M | Sell |
70,283
-6,292
| -8% | -$360K | 0.06% | 135 |
|
|
2023
Q2 | $5.68M | Sell |
76,575
-4,655
| -6% | -$345K | 0.09% | 128 |
|
|
2023
Q1 | $6.26M | Sell |
81,230
-724
| -0.9% | -$55.8K | 0.1% | 128 |
|
|
2022
Q4 | $6.85M | Sell |
81,954
-1,846
| -2% | -$154K | 0.11% | 121 |
|
|
2022
Q3 | $6.57M | Sell |
83,800
-1,379
| -2% | -$108K | 0.11% | 121 |
|
|
2022
Q2 | $6.6M | Buy |
85,179
+14,490
| +20% | +$1.12M | 0.11% | 126 |
|
|
2022
Q1 | $5.99M | Sell |
70,689
-2,667
| -4% | -$226K | 0.08% | 135 |
|
|
2021
Q4 | $6.85M | Sell |
73,356
-349
| -0.5% | -$32.6K | 0.09% | 126 |
|
|
2021
Q3 | $5.79M | Sell |
73,705
-1,173
| -2% | -$92.1K | 0.08% | 132 |
|
|
2021
Q2 | $5.49M | Sell |
74,878
-17,652
| -19% | -$1.29M | 0.08% | 140 |
|
|
2021
Q1 | $7M | Sell |
92,530
-490
| -0.5% | -$37K | 0.11% | 116 |
|
|
2020
Q4 | $7.18M | Sell |
93,020
-5,008
| -5% | -$386K | 0.12% | 105 |
|
|
2020
Q3 | $6.8M | Buy |
98,028
+2,860
| +3% | +$198K | 0.13% | 97 |
|
|
2020
Q2 | $5.71M | Sell |
95,168
-6,392
| -6% | -$384K | 0.12% | 100 |
|
|
2020
Q1 | $6.11M | Buy |
101,560
+4,032
| +4% | +$243K | 0.16% | 86 |
|
|
2019
Q4 | $5.9M | Sell |
97,528
-8,064
| -8% | -$488K | 0.11% | 110 |
|
|
2019
Q3 | $6.15M | Buy |
+105,592
| New | +$6.15M | 0.13% | 100 |
|