Angeles Wealth Management’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 | $328K | Buy |
4,728
+300
| +7% | +$20.8K | 0.02% | 246 |
|
|
2025
Q1 | $314K | Buy |
4,428
+12
| +0.3% | +$851 | 0.03% | 201 |
|
|
2024
Q4 | $317K | Buy |
4,416
+775
| +21% | +$55.6K | 0.03% | 198 |
|
|
2024
Q3 | $308K | Buy |
3,641
+308
| +9% | +$26K | 0.03% | 195 |
|
|
2024
Q2 | $236K | Buy |
3,333
+103
| +3% | +$7.29K | 0.02% | 212 |
|
|
2024
Q1 | $206K | Buy |
+3,230
| New | +$206K | 0.02% | 210 |
|
|
2023
Q1 | – | Sell |
-9,497
| Closed | -$794K | – | 220 |
|
|
2022
Q4 | $794K | Sell |
9,497
-4,455
| -32% | -$372K | 0.14% | 84 |
|
|
2022
Q3 | $1.09M | Buy |
+13,952
| New | +$1.09M | 0.22% | 56 |
|