Accel 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 | $590K | Buy |
8,495
+39
| +0.5% | +$2.71K | 0.2% | 115 |
|
|
2025
Q1 | $599K | Sell |
8,456
-159
| -2% | -$11.3K | 0.22% | 106 |
|
|
2024
Q4 | $618K | Buy |
8,615
+145
| +2% | +$10.4K | 0.23% | 109 |
|
|
2024
Q3 | $716K | Sell |
8,470
-144
| -2% | -$12.2K | 0.27% | 94 |
|
|
2024
Q2 | $610K | Buy |
8,614
+2,555
| +42% | +$181K | 0.24% | 98 |
|
|
2024
Q1 | $387K | Buy |
6,059
+769
| +15% | +$49.1K | 0.16% | 130 |
|
|
2023
Q4 | $321K | Buy |
5,290
+107
| +2% | +$6.5K | 0.16% | 134 |
|
|
2023
Q3 | $297K | Buy |
5,183
+1,106
| +27% | +$63.4K | 0.17% | 125 |
|
|
2023
Q2 | $303K | Sell |
4,077
-124
| -3% | -$9.2K | 0.17% | 124 |
|
|
2023
Q1 | $324K | Sell |
4,201
-378
| -8% | -$29.1K | 0.13% | 157 |
|
|
2022
Q4 | $383K | Buy |
4,579
+764
| +20% | +$63.9K | 0.18% | 104 |
|
|
2022
Q3 | $316K | Sell |
3,815
-1,255
| -25% | -$104K | 0.17% | 117 |
|
|
2022
Q2 | $399K | Sell |
5,070
-775
| -13% | -$61K | 0.23% | 92 |
|
|
2022
Q1 | $501K | Buy |
5,845
+42
| +0.7% | +$3.6K | 0.26% | 81 |
|
|
2021
Q4 | $542K | Buy |
5,803
+1,599
| +38% | +$149K | 0.27% | 75 |
|
|
2021
Q3 | $330K | Buy |
4,204
+2
| +0% | +$157 | 0.21% | 82 |
|
|
2021
Q2 | $308K | Buy |
4,202
+358
| +9% | +$26.2K | 0.2% | 95 |
|
|
2021
Q1 | $291K | Buy |
3,844
+741
| +24% | +$56.1K | 0.24% | 85 |
|
|
2020
Q4 | $239K | Buy |
+3,103
| New | +$239K | 0.22% | 100 |
|