Advantage Trust Company’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 | $47.6K | Hold |
685
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $48.6K | Sell |
685
-50
| -7% | -$3.55K | 0.03% | 101 |
|
|
2024
Q4 | $52.7K | Buy |
735
+50
| +7% | +$3.59K | 0.03% | 102 |
|
|
2024
Q3 | $57.9K | Sell |
685
-3,000
| -81% | -$254K | 0.04% | 98 |
|
|
2024
Q2 | $261K | Hold |
3,685
| – | – | 0.19% | 37 |
|
|
2024
Q1 | $236K | Sell |
3,685
-685
| -16% | -$43.8K | 0.17% | 39 |
|
|
2023
Q4 | $265K | Buy |
+4,370
| New | +$265K | 0.21% | 37 |
|