Aveo Capital 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
Q1 | – | Sell |
-5,188
| Closed | -$372K | – | 285 |
|
|
2024
Q4 | $372K | Sell |
5,188
-161
| -3% | -$11.5K | 0.04% | 252 |
|
|
2024
Q3 | $452K | Buy |
5,349
+47
| +0.9% | +$3.97K | 0.05% | 213 |
|
|
2024
Q2 | $375K | Sell |
5,302
-4,273
| -45% | -$303K | 0.04% | 231 |
|
|
2024
Q1 | $672K | Buy |
9,575
+1,542
| +19% | +$108K | 0.07% | 179 |
|
|
2023
Q4 | $488K | Buy |
8,033
+1,206
| +18% | +$73.3K | 0.06% | 207 |
|
|
2023
Q3 | $391K | Buy |
6,827
+2,878
| +73% | +$165K | 0.05% | 228 |
|
|
2023
Q2 | $293K | Buy |
3,949
+238
| +6% | +$17.7K | 0.04% | 276 |
|
|
2023
Q1 | $286K | Buy |
3,711
+329
| +10% | +$25.4K | 0.04% | 269 |
|
|
2022
Q4 | $283K | Buy |
3,382
+755
| +29% | +$63.1K | 0.04% | 267 |
|
|
2022
Q3 | $206K | Buy |
+2,627
| New | +$206K | 0.04% | 258 |
|
|
2022
Q1 | – | Sell |
-2,192
| Closed | -$205K | – | 289 |
|
|
2021
Q4 | $205K | Buy |
+2,192
| New | +$205K | 0.04% | 268 |
|
|
2021
Q2 | – | Sell |
-2,885
| Closed | -$218K | – | 269 |
|
|
2021
Q1 | $218K | Buy |
+2,885
| New | +$218K | 0.05% | 219 |
|