Winch Advisory Services’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 | $353K | Buy |
5,085
+431
| +9% | +$29.9K | 0.09% | 78 |
|
|
2025
Q1 | $330K | Buy |
4,654
+2,567
| +123% | +$182K | 0.09% | 78 |
|
|
2024
Q4 | $150K | Buy |
2,087
+66
| +3% | +$4.73K | 0.04% | 100 |
|
|
2024
Q3 | $171K | Buy |
2,021
+165
| +9% | +$13.9K | 0.05% | 94 |
|
|
2024
Q2 | $131K | Buy |
1,856
+12
| +0.7% | +$850 | 0.04% | 102 |
|
|
2024
Q1 | $118K | Buy |
1,844
+751
| +69% | +$48K | 0.04% | 104 |
|
|
2023
Q4 | $66.4K | Buy |
1,093
+305
| +39% | +$18.5K | 0.02% | 124 |
|
|
2023
Q3 | $45K | Sell |
788
-47
| -6% | -$2.68K | 0.02% | 143 |
|
|
2023
Q2 | $62K | Buy |
835
+108
| +15% | +$8.02K | 0.02% | 122 |
|
|
2023
Q1 | $56K | Buy |
727
+3
| +0.4% | +$231 | 0.02% | 123 |
|
|
2022
Q4 | $61K | Buy |
724
+593
| +453% | +$50K | 0.03% | 118 |
|
|
2022
Q3 | $10K | Hold |
131
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $10K | Buy |
131
+1
| +0.8% | +$76 | ﹤0.01% | 231 |
|
|
2022
Q1 | $11K | Hold |
130
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $12K | Hold |
130
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $10K | Buy |
130
+1
| +0.8% | +$77 | ﹤0.01% | 274 |
|
|
2021
Q2 | $9K | Buy |
129
+1
| +0.8% | +$70 | ﹤0.01% | 278 |
|
|
2021
Q1 | $10K | Hold |
128
| – | – | ﹤0.01% | 249 |
|
|
2020
Q4 | $10K | Hold |
128
| – | – | ﹤0.01% | 233 |
|
|
2020
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 220 |
|
|
2020
Q2 | $8K | Buy |
128
+4
| +3% | +$250 | ﹤0.01% | 218 |
|
|
2020
Q1 | $8K | Hold |
124
| – | – | ﹤0.01% | 189 |
|
|
2019
Q4 | $8K | Buy |
124
+24
| +24% | +$1.55K | ﹤0.01% | 225 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 229 |
|
|
2019
Q2 | $5K | Buy |
100
+24
| +32% | +$1.2K | ﹤0.01% | 253 |
|
|
2019
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 264 |
|