Wilson & Boucher Capital 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 | $1.29M | Buy |
18,576
+77
| +0.4% | +$5.35K | 0.9% | 31 |
|
2025
Q1 | $1.31M | Sell |
18,499
-59
| -0.3% | -$4.18K | 0.98% | 28 |
|
2024
Q4 | $1.33M | Buy |
18,558
+2
| +0% | +$143 | 0.94% | 28 |
|
2024
Q3 | $1.57M | Sell |
18,556
-311
| -2% | -$26.3K | 1.08% | 23 |
|
2024
Q2 | $1.34M | Sell |
18,867
-9
| -0% | -$637 | 1.02% | 26 |
|
2024
Q1 | $1.21M | Sell |
18,876
-3,317
| -15% | -$212K | 0.95% | 29 |
|
2023
Q4 | $1.35M | Buy |
22,193
+101
| +0.5% | +$6.14K | 1.14% | 25 |
|
2023
Q3 | $1.27M | Sell |
22,092
-1,099
| -5% | -$63K | 1.2% | 24 |
|
2023
Q2 | $1.72M | Buy |
23,191
+1
| +0% | +$74 | 1.55% | 18 |
|
2023
Q1 | $1.79M | Sell |
23,190
-145
| -0.6% | -$11.2K | 1.72% | 17 |
|
2022
Q4 | $1.95M | Buy |
23,335
+726
| +3% | +$60.7K | 2% | 15 |
|
2022
Q3 | $1.77M | Buy |
22,609
+400
| +2% | +$31.4K | 2.06% | 13 |
|
2022
Q2 | $1.72M | Buy |
22,209
+1
| +0% | +$77 | 1.89% | 13 |
|
2022
Q1 | $1.88M | Buy |
22,208
+625
| +3% | +$52.9K | 1.7% | 16 |
|
2021
Q4 | $2.02M | Buy |
+21,583
| New | +$2.02M | 1.82% | 14 |
|