Allen Mooney & Barnes Investment Advisors’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 | $746K | Buy |
10,747
+4
| +0% | +$278 | 0.12% | 80 |
|
|
2025
Q1 | $762K | Sell |
10,743
-13
| -0.1% | -$922 | 0.12% | 80 |
|
|
2024
Q4 | $771K | Sell |
10,756
-186
| -2% | -$13.3K | 0.13% | 83 |
|
|
2024
Q3 | $925K | Buy |
10,942
+463
| +4% | +$39.1K | 0.16% | 75 |
|
|
2024
Q2 | $742K | Sell |
10,479
-2,331
| -18% | -$165K | 0.13% | 82 |
|
|
2024
Q1 | $819K | Buy |
12,810
+1,560
| +14% | +$99.7K | 0.16% | 77 |
|
|
2023
Q4 | $683K | Buy |
11,250
+382
| +4% | +$23.2K | 0.13% | 84 |
|
|
2023
Q3 | $623K | Buy |
10,868
+4,530
| +71% | +$260K | 0.13% | 80 |
|
|
2023
Q2 | $470K | Sell |
6,338
-160
| -2% | -$11.9K | 0.1% | 90 |
|
|
2023
Q1 | $501K | Sell |
6,498
-5
| -0.1% | -$385 | 0.12% | 84 |
|
|
2022
Q4 | $544K | Sell |
6,503
-557
| -8% | -$46.6K | 0.13% | 80 |
|
|
2022
Q3 | $554K | Buy |
7,060
+56
| +0.8% | +$4.39K | 0.15% | 77 |
|
|
2022
Q2 | $543K | Sell |
7,004
-212
| -3% | -$16.4K | 0.14% | 82 |
|
|
2022
Q1 | $611K | Buy |
+7,216
| New | +$611K | 0.14% | 84 |
|