Alaethes Wealth’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 | $1.72M | Buy |
+24,752
| New | +$1.72M | 0.51% | 65 |
|
|
2022
Q3 | – | Sell |
-13,532
| Closed | -$1.05M | – | 106 |
|
|
2022
Q2 | $1.05M | Buy |
13,532
+487
| +4% | +$37.7K | 0.78% | 51 |
|
|
2022
Q1 | $1.11M | Buy |
13,045
+1,347
| +12% | +$114K | 0.7% | 57 |
|
|
2021
Q4 | $1.09M | Buy |
11,698
+947
| +9% | +$88.4K | 0.69% | 61 |
|
|
2021
Q3 | $844K | Buy |
10,751
+547
| +5% | +$42.9K | 0.61% | 66 |
|
|
2021
Q2 | $748K | Buy |
10,204
+2,282
| +29% | +$167K | 0.58% | 68 |
|
|
2021
Q1 | $599K | Buy |
+7,922
| New | +$599K | 0.56% | 68 |
|