Aviso 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 | $1.35M | Buy |
19,442
+1,421
| +8% | +$98.6K | 0.63% | 40 |
|
|
2025
Q1 | $1.28M | Buy |
18,021
+653
| +4% | +$46.3K | 0.68% | 42 |
|
|
2024
Q4 | $1.25M | Buy |
17,368
+7,366
| +74% | +$528K | 0.64% | 43 |
|
|
2024
Q3 | $845K | Buy |
10,002
+1,859
| +23% | +$157K | 0.46% | 61 |
|
|
2024
Q2 | $577K | Sell |
8,143
-146
| -2% | -$10.3K | 0.34% | 73 |
|
|
2024
Q1 | $530K | Buy |
8,289
+1,885
| +29% | +$120K | 0.33% | 78 |
|
|
2023
Q4 | $389K | Buy |
+6,404
| New | +$389K | 0.28% | 85 |
|