XWM
Xcel Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
72,692
+8,458
| +13% | +$587K | 1.44% | 19 |
|
|
2025
Q1 | $4.55M | Buy |
64,234
+5,869
| +10% | +$416K | 1.42% | 17 |
|
|
2024
Q4 | $4.18M | Sell |
58,365
-1,855
| -3% | -$133K | 1.16% | 24 |
|
|
2024
Q3 | $5.09M | Buy |
60,220
+1,346
| +2% | +$114K | 1.49% | 18 |
|
|
2024
Q2 | $4.17M | Sell |
58,874
-2,297
| -4% | -$163K | 1.31% | 23 |
|
|
2024
Q1 | $3.91M | Buy |
61,171
+11,849
| +24% | +$757K | 1.22% | 23 |
|
|
2023
Q4 | $3M | Sell |
49,322
-8,528
| -15% | -$518K | 1.05% | 26 |
|
|
2023
Q3 | $3.31M | Buy |
57,850
+11,111
| +24% | +$637K | 1.31% | 24 |
|
|
2023
Q2 | $3.47M | Buy |
46,739
+36,170
| +342% | +$2.68M | 1.1% | 25 |
|
|
2023
Q1 | $815K | Sell |
10,569
-617
| -6% | -$47.6K | 0.29% | 64 |
|
|
2022
Q4 | $935K | Buy |
11,186
+68
| +0.6% | +$5.69K | 0.37% | 54 |
|
|
2022
Q3 | $872K | Hold |
11,118
| – | – | 0.32% | 58 |
|
|
2022
Q2 | $861K | Buy |
11,118
+1
| +0% | +$77 | 0.31% | 60 |
|
|
2022
Q1 | $942K | Sell |
11,117
-1,168
| -10% | -$99K | 0.26% | 71 |
|
|
2021
Q4 | $1.15M | Buy |
12,285
+641
| +6% | +$59.8K | 0.29% | 71 |
|
|
2021
Q3 | $914K | Hold |
11,644
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $853K | Sell |
11,644
-1,300
| -10% | -$95.2K | 0.26% | 72 |
|
|
2021
Q1 | $979K | Buy |
12,944
+100
| +0.8% | +$7.56K | 0.35% | 62 |
|
|
2020
Q4 | $990K | Buy |
12,844
+9,633
| +300% | +$743K | 0.43% | 55 |
|
|
2020
Q3 | $891K | Buy |
3,211
+325
| +11% | +$90.2K | 0.46% | 48 |
|
|
2020
Q2 | $693K | Buy |
2,886
+1,182
| +69% | +$284K | 0.43% | 49 |
|
|
2020
Q1 | $410K | Hold |
1,704
| – | – | 0.37% | 55 |
|
|
2019
Q4 | $412K | Hold |
1,704
| – | – | 0.34% | 50 |
|
|
2019
Q3 | $397K | Hold |
1,704
| – | – | 0.37% | 50 |
|
|
2019
Q2 | $349K | Sell |
1,704
-250
| -13% | -$51.2K | 0.34% | 57 |
|
|
2019
Q1 | $377K | Sell |
1,954
-78
| -4% | -$15K | 0.39% | 54 |
|
|
2018
Q4 | $353K | Buy |
+2,032
| New | +$353K | 0.43% | 49 |
|