Apexium Financial’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 | $205K | Sell |
2,947
-1,031
| -26% | -$71.6K | 0.01% | 269 |
|
|
2025
Q1 | $282K | Sell |
3,978
-341
| -8% | -$24.2K | 0.02% | 230 |
|
|
2024
Q4 | $310K | Sell |
4,319
-335
| -7% | -$24K | 0.02% | 206 |
|
|
2024
Q3 | $393K | Sell |
4,654
-172
| -4% | -$14.5K | 0.03% | 163 |
|
|
2024
Q2 | $342K | Buy |
4,826
+42
| +0.9% | +$2.97K | 0.02% | 168 |
|
|
2024
Q1 | $306K | Sell |
4,784
-2,539
| -35% | -$162K | 0.02% | 177 |
|
|
2023
Q4 | $445K | Buy |
7,323
+2,266
| +45% | +$138K | 0.03% | 183 |
|
|
2023
Q3 | $290K | Buy |
5,057
+104
| +2% | +$5.96K | 0.03% | 175 |
|
|
2023
Q2 | $367K | Buy |
4,953
+483
| +11% | +$35.8K | 0.03% | 157 |
|
|
2023
Q1 | $345K | Sell |
4,470
-3
| -0.1% | -$231 | 0.03% | 160 |
|
|
2022
Q4 | $374K | Sell |
4,473
-74
| -2% | -$6.19K | 0.04% | 148 |
|
|
2022
Q3 | $357K | Buy |
+4,547
| New | +$357K | 0.04% | 142 |
|