Wills Financial Group’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 | $2.44M | Sell |
35,117
-426
| -1% | -$29.6K | 1.06% | 32 |
|
|
2025
Q1 | $2.52M | Buy |
35,543
+1,403
| +4% | +$99.5K | 1.12% | 32 |
|
|
2024
Q4 | $2.45M | Buy |
34,140
+1,425
| +4% | +$102K | 1.06% | 32 |
|
|
2024
Q3 | $2.77M | Buy |
32,715
+287
| +0.9% | +$24.3K | 1.16% | 30 |
|
|
2024
Q2 | $2.3M | Buy |
32,428
+378
| +1% | +$26.8K | 1.06% | 30 |
|
|
2024
Q1 | $2.05M | Buy |
32,050
+926
| +3% | +$59.2K | 0.96% | 29 |
|
|
2023
Q4 | $1.89M | Sell |
31,124
-2,023
| -6% | -$123K | 0.95% | 29 |
|
|
2023
Q3 | $1.9M | Buy |
33,147
+1,802
| +6% | +$103K | 1.03% | 30 |
|
|
2023
Q2 | $2.33M | Buy |
31,345
+500
| +2% | +$37.1K | 1.18% | 25 |
|
|
2023
Q1 | $2.38M | Buy |
30,845
+2,076
| +7% | +$160K | 1.28% | 23 |
|
|
2022
Q4 | $2.41M | Sell |
28,769
-358
| -1% | -$29.9K | 1.34% | 25 |
|
|
2022
Q3 | $2.28M | Buy |
29,127
+1,310
| +5% | +$103K | 1.27% | 26 |
|
|
2022
Q2 | $2.16M | Sell |
27,817
-2,179
| -7% | -$169K | 1.06% | 31 |
|
|
2022
Q1 | $2.54M | Sell |
29,996
-630
| -2% | -$53.4K | 1.07% | 30 |
|
|
2021
Q4 | $2.86M | Buy |
30,626
+851
| +3% | +$79.4K | 1.13% | 29 |
|
|
2021
Q3 | $2.34M | Buy |
29,775
+505
| +2% | +$39.6K | 1.05% | 31 |
|
|
2021
Q2 | $2.14M | Buy |
29,270
+3,665
| +14% | +$268K | 0.93% | 34 |
|
|
2021
Q1 | $1.94M | Buy |
25,605
+5,470
| +27% | +$413K | 0.94% | 34 |
|
|
2020
Q4 | $1.55M | Buy |
+20,135
| New | +$1.55M | 0.77% | 37 |
|