Avion Wealth’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 | $33K | Sell |
485
-135
| -22% | -$9.19K | 0.01% | 244 |
|
|
2025
Q1 | $44K | Hold |
620
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $44K | Buy |
620
+2
| +0.3% | +$142 | 0.01% | 203 |
|
|
2024
Q3 | $52K | Buy |
618
+242
| +64% | +$20.4K | 0.01% | 167 |
|
|
2024
Q2 | $26K | Buy |
376
+23
| +7% | +$1.59K | 0.01% | 214 |
|
|
2024
Q1 | $23K | Sell |
353
-55
| -13% | -$3.58K | 0.01% | 212 |
|
|
2023
Q4 | $25K | Buy |
408
+50
| +14% | +$3.06K | 0.01% | 194 |
|
|
2023
Q3 | $20K | Buy |
358
+62
| +21% | +$3.46K | 0.01% | 218 |
|
|
2023
Q2 | $21K | Buy |
296
+69
| +30% | +$4.9K | 0.01% | 224 |
|
|
2023
Q1 | $18K | Hold |
227
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $17K | Hold |
227
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $18K | Hold |
227
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $18K | Buy |
227
+79
| +53% | +$6.26K | 0.01% | 209 |
|
|
2022
Q1 | $13K | Hold |
148
| – | – | ﹤0.01% | 209 |
|
|
2021
Q4 | $14K | Sell |
148
-188
| -56% | -$17.8K | ﹤0.01% | 208 |
|
|
2021
Q3 | $26K | Hold |
336
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $25K | Hold |
336
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $25K | Hold |
336
| – | – | 0.01% | 156 |
|
|
2020
Q4 | $26K | Hold |
336
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $23K | Hold |
336
| – | – | 0.01% | 129 |
|
|
2020
Q2 | $20K | Hold |
336
| – | – | 0.01% | 130 |
|
|
2020
Q1 | $20K | Buy |
+336
| New | +$20K | 0.01% | 126 |
|