Accurate 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 | $730K | Buy |
9,789
+371
| +4% | +$27.7K | 0.11% | 198 |
|
|
2025
Q1 | $621K | Buy |
9,418
+316
| +3% | +$20.9K | 0.12% | 180 |
|
|
2024
Q4 | $617K | Buy |
9,102
+232
| +3% | +$15.7K | 0.12% | 178 |
|
|
2024
Q3 | $734K | Buy |
8,870
+69
| +0.8% | +$5.71K | 0.15% | 148 |
|
|
2024
Q2 | $630K | Sell |
8,801
-683
| -7% | -$48.9K | 0.15% | 140 |
|
|
2024
Q1 | $610K | Sell |
9,484
-99
| -1% | -$6.37K | 0.18% | 127 |
|
|
2023
Q4 | $582K | Buy |
9,583
+668
| +7% | +$40.6K | 0.18% | 119 |
|
|
2023
Q3 | $483K | Sell |
8,915
-99
| -1% | -$5.37K | 0.15% | 140 |
|
|
2023
Q2 | $660K | Buy |
9,014
+1,160
| +15% | +$85K | 0.21% | 107 |
|
|
2023
Q1 | $616K | Sell |
7,854
-260
| -3% | -$20.4K | 0.21% | 111 |
|
|
2022
Q4 | $686K | Buy |
8,114
+5,328
| +191% | +$450K | 0.25% | 76 |
|
|
2022
Q3 | $210K | Sell |
2,786
-5,126
| -65% | -$386K | 0.09% | 175 |
|
|
2022
Q2 | $615K | Sell |
7,912
-306
| -4% | -$23.8K | 0.33% | 66 |
|
|
2022
Q1 | $696K | Buy |
8,218
+441
| +6% | +$37.3K | 0.31% | 70 |
|
|
2021
Q4 | $718K | Buy |
7,777
+180
| +2% | +$16.6K | 0.59% | 46 |
|
|
2021
Q3 | $599K | Sell |
7,597
-25
| -0.3% | -$1.97K | 0.52% | 52 |
|
|
2021
Q2 | $559K | Buy |
+7,622
| New | +$559K | 0.49% | 49 |
|