Alpha Family Trust’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 | $350K | Buy |
5,035
+1,375
| +38% | +$95.5K | 0.17% | 111 |
|
|
2025
Q1 | $259K | Hold |
3,660
| – | – | 0.15% | 135 |
|
|
2024
Q4 | $262K | Hold |
3,660
| – | – | 0.15% | 118 |
|
|
2024
Q3 | $309K | Hold |
3,660
| – | – | 0.17% | 102 |
|
|
2024
Q2 | $259K | Buy |
+3,660
| New | +$259K | 0.15% | 112 |
|
|
2024
Q1 | – | Sell |
-7,520
| Closed | -$457K | – | 162 |
|
|
2023
Q4 | $457K | Buy |
7,520
+3,180
| +73% | +$193K | 0.31% | 62 |
|
|
2023
Q3 | $249K | Sell |
4,340
-780
| -15% | -$44.7K | 0.19% | 100 |
|
|
2023
Q2 | $380K | Hold |
5,120
| – | – | 0.27% | 62 |
|
|
2023
Q1 | $395K | Hold |
5,120
| – | – | 0.31% | 61 |
|
|
2022
Q4 | $428K | Buy |
+5,120
| New | +$428K | 0.39% | 48 |
|