Baron 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 | $403K | Buy |
5,799
+210
| +4% | +$14.6K | 0.14% | 106 |
|
|
2025
Q1 | $396K | Sell |
5,589
-184
| -3% | -$13K | 0.17% | 92 |
|
|
2024
Q4 | $414K | Sell |
5,773
-394
| -6% | -$28.2K | 0.19% | 81 |
|
|
2024
Q3 | $521K | Sell |
6,167
-266
| -4% | -$22.5K | 0.25% | 62 |
|
|
2024
Q2 | $456K | Buy |
6,433
+102
| +2% | +$7.22K | 0.24% | 63 |
|
|
2024
Q1 | $405K | Buy |
6,331
+793
| +14% | +$50.7K | 0.21% | 74 |
|
|
2023
Q4 | $336K | Sell |
5,538
-2,733
| -33% | -$166K | 0.18% | 90 |
|
|
2023
Q3 | $474K | Sell |
8,271
-34
| -0.4% | -$1.95K | 0.3% | 52 |
|
|
2023
Q2 | $616K | Buy |
8,305
+777
| +10% | +$57.7K | 0.39% | 35 |
|
|
2023
Q1 | $580K | Buy |
7,528
+33
| +0.4% | +$2.54K | 0.41% | 36 |
|
|
2022
Q4 | $627K | Buy |
+7,495
| New | +$627K | 0.48% | 28 |
|