Aprio 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 | $458K | Buy |
6,600
+2,808
| +74% | +$195K | 0.05% | 205 |
|
|
2025
Q1 | $269K | Sell |
3,792
-412
| -10% | -$29.2K | 0.03% | 292 |
|
|
2024
Q4 | $301K | Buy |
4,204
+364
| +9% | +$26.1K | 0.04% | 212 |
|
|
2024
Q3 | $325K | Buy |
3,840
+13
| +0.3% | +$1.1K | 0.05% | 180 |
|
|
2024
Q2 | $271K | Buy |
3,827
+547
| +17% | +$38.7K | 0.05% | 184 |
|
|
2024
Q1 | $210K | Buy |
+3,280
| New | +$210K | 0.04% | 218 |
|
|
2022
Q3 | – | Sell |
-3,175
| Closed | -$246K | – | 120 |
|
|
2022
Q2 | $246K | Buy |
+3,175
| New | +$246K | 0.1% | 88 |
|