Alta Wealth 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 | $332K | Sell |
4,786
-6,892
| -59% | -$478K | 0.16% | 87 |
|
|
2025
Q1 | $828K | Sell |
11,678
-2,247
| -16% | -$159K | 0.38% | 57 |
|
|
2024
Q4 | $998K | Sell |
13,925
-32
| -0.2% | -$2.29K | 0.44% | 51 |
|
|
2024
Q3 | $1.18M | Buy |
13,957
+166
| +1% | +$14K | 0.54% | 45 |
|
|
2024
Q2 | $977K | Buy |
13,791
+2,419
| +21% | +$171K | 0.49% | 50 |
|
|
2024
Q1 | $727K | Sell |
11,372
-200
| -2% | -$12.8K | 0.37% | 63 |
|
|
2023
Q4 | $703K | Sell |
11,572
-393
| -3% | -$23.9K | 0.39% | 65 |
|
|
2023
Q3 | $685K | Sell |
11,965
-425
| -3% | -$24.3K | 0.42% | 70 |
|
|
2023
Q2 | $919K | Sell |
12,390
-62
| -0.5% | -$4.6K | 0.54% | 52 |
|
|
2023
Q1 | $960K | Buy |
12,452
+7,573
| +155% | +$584K | 0.61% | 48 |
|
|
2022
Q4 | $408K | Sell |
4,879
-196
| -4% | -$16.4K | 0.28% | 106 |
|
|
2022
Q3 | $398K | Hold |
5,075
| – | – | 0.28% | 105 |
|
|
2022
Q2 | $392K | Sell |
5,075
-70
| -1% | -$5.41K | 0.27% | 104 |
|
|
2022
Q1 | $436K | Hold |
5,145
| – | – | 0.26% | 109 |
|
|
2021
Q4 | $480K | Buy |
5,145
+1,017
| +25% | +$94.9K | 0.3% | 104 |
|
|
2021
Q3 | $324K | Buy |
4,128
+50
| +1% | +$3.92K | 0.24% | 122 |
|
|
2021
Q2 | $299K | Buy |
4,078
+400
| +11% | +$29.3K | 0.22% | 122 |
|
|
2021
Q1 | $278K | Buy |
3,678
+70
| +2% | +$5.29K | 0.23% | 119 |
|
|
2020
Q4 | $278K | Buy |
+3,608
| New | +$278K | 0.23% | 116 |
|