Atria Wealth Solutions’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 | $2.35M | Sell |
33,654
-68,835
| -67% | -$4.8M | 0.05% | 376 |
|
|
2025
Q1 | $7.27M | Sell |
102,489
-25,378
| -20% | -$1.8M | 0.09% | 242 |
|
|
2024
Q4 | $9.17M | Sell |
127,867
-202
| -0.2% | -$14.5K | 0.1% | 206 |
|
|
2024
Q3 | $10.8M | Sell |
128,069
-2,428
| -2% | -$205K | 0.12% | 184 |
|
|
2024
Q2 | $9.24M | Buy |
130,497
+19,689
| +18% | +$1.39M | 0.1% | 206 |
|
|
2024
Q1 | $7.08M | Buy |
110,808
+3,345
| +3% | +$214K | 0.08% | 257 |
|
|
2023
Q4 | $6.53M | Sell |
107,463
-7,922
| -7% | -$481K | 0.08% | 243 |
|
|
2023
Q3 | $6.61M | Buy |
115,385
+8,897
| +8% | +$510K | 0.09% | 224 |
|
|
2023
Q2 | $7.9M | Buy |
106,488
+4,697
| +5% | +$349K | 0.11% | 185 |
|
|
2023
Q1 | $7.85M | Sell |
101,791
-9,116
| -8% | -$703K | 0.12% | 175 |
|
|
2022
Q4 | $9.27M | Sell |
110,907
-1,748
| -2% | -$146K | 0.15% | 149 |
|
|
2022
Q3 | $8.83M | Buy |
112,655
+7,575
| +7% | +$594K | 0.15% | 146 |
|
|
2022
Q2 | $8.14M | Buy |
105,080
+22,042
| +27% | +$1.71M | 0.15% | 133 |
|
|
2022
Q1 | $7.03M | Buy |
+83,038
| New | +$7.03M | 0.12% | 186 |
|