Argonautica Private 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 | $3.4M | Buy |
+48,997
| New | +$3.4M | 1.08% | 24 |
|
2024
Q3 | – | Sell |
-30,022
| Closed | -$2.13M | – | 203 |
|
2024
Q2 | $2.13M | Buy |
30,022
+219
| +0.7% | +$15.5K | 0.73% | 44 |
|
2024
Q1 | $1.9M | Buy |
29,803
+5,975
| +25% | +$382K | 0.68% | 47 |
|
2023
Q4 | $1.45M | Sell |
23,828
-680
| -3% | -$41.3K | 0.59% | 50 |
|
2023
Q3 | $1.4M | Buy |
24,508
+1,113
| +5% | +$63.8K | 0.63% | 46 |
|
2023
Q2 | $1.74M | Buy |
+23,395
| New | +$1.74M | 0.78% | 40 |
|