Alpha Financial Partners’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 | $203K | Sell |
2,931
-93
| -3% | -$6.46K | 0.15% | 86 |
|
|
2025
Q1 | $214K | Sell |
3,024
-160
| -5% | -$11.3K | 0.17% | 79 |
|
|
2024
Q4 | $228K | Buy |
3,184
+491
| +18% | +$35.2K | 0.18% | 69 |
|
|
2024
Q3 | $228K | Sell |
2,693
-721
| -21% | -$60.9K | 0.16% | 93 |
|
|
2024
Q2 | $242K | Sell |
3,414
-1,008
| -23% | -$71.4K | 0.21% | 63 |
|
|
2024
Q1 | $283K | Sell |
4,422
-2,554
| -37% | -$163K | 0.26% | 48 |
|
|
2023
Q4 | $424K | Sell |
6,976
-1,656
| -19% | -$101K | 0.42% | 33 |
|
|
2023
Q3 | $495K | Buy |
8,632
+1,161
| +16% | +$66.5K | 0.57% | 31 |
|
|
2023
Q2 | $554K | Buy |
7,471
+414
| +6% | +$30.7K | 0.59% | 34 |
|
|
2023
Q1 | $544K | Sell |
7,057
-161
| -2% | -$12.4K | 0.61% | 31 |
|
|
2022
Q4 | $603K | Buy |
+7,218
| New | +$603K | 0.73% | 27 |
|