Atlas Wealth Partners’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 | $293K | Sell |
4,225
-850
| -17% | -$58.9K | 0.34% | 38 |
|
|
2025
Q1 | $360K | Buy |
5,075
+150
| +3% | +$10.6K | 0.44% | 30 |
|
|
2024
Q4 | $353K | Buy |
4,925
+50
| +1% | +$3.58K | 0.45% | 29 |
|
|
2024
Q3 | $412K | Sell |
4,875
-305
| -6% | -$25.8K | 0.63% | 26 |
|
|
2024
Q2 | $367K | Buy |
5,180
+100
| +2% | +$7.09K | 1.55% | 12 |
|
|
2024
Q1 | $366K | Buy |
5,080
+325
| +7% | +$23.4K | 1.98% | 8 |
|
|
2023
Q4 | $278K | Buy |
4,755
+500
| +12% | +$29.2K | 1.53% | 14 |
|
|
2023
Q3 | $239K | Buy |
4,255
+225
| +6% | +$12.6K | 1.37% | 14 |
|
|
2023
Q2 | $306K | Buy |
4,030
+50
| +1% | +$3.8K | 0.88% | 25 |
|
|
2023
Q1 | $310K | Hold |
3,980
| – | – | 2.16% | 8 |
|
|
2022
Q4 | $303K | Buy |
+3,980
| New | +$303K | 1.87% | 10 |
|