Beaird Harris 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 | $110K | Buy |
1,581
+109
| +7% | +$7.57K | 0.01% | 175 |
|
|
2025
Q1 | $104K | Hold |
1,472
| – | – | 0.01% | 164 |
|
|
2024
Q4 | $106K | Buy |
1,472
+280
| +23% | +$20.1K | 0.01% | 169 |
|
|
2024
Q3 | $101K | Sell |
1,192
-1,256
| -51% | -$106K | 0.01% | 177 |
|
|
2024
Q2 | $173K | Sell |
2,448
-96
| -4% | -$6.8K | 0.02% | 131 |
|
|
2024
Q1 | $163K | Buy |
2,544
+1,256
| +98% | +$80.3K | 0.02% | 128 |
|
|
2023
Q4 | $78.2K | Buy |
1,288
+32
| +3% | +$1.94K | 0.01% | 158 |
|
|
2023
Q3 | $72K | Hold |
1,256
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $93.2K | Hold |
1,256
| – | – | 0.01% | 134 |
|
|
2023
Q1 | $96.8K | Sell |
1,256
-247
| -16% | -$19K | 0.02% | 130 |
|
|
2022
Q4 | $126K | Buy |
1,503
+247
| +20% | +$20.6K | 0.02% | 118 |
|
|
2022
Q3 | $98K | Buy |
+1,256
| New | +$98K | 0.02% | 115 |
|
|
2022
Q2 | – | Sell |
-1,256
| Closed | -$106K | – | 531 |
|
|
2022
Q1 | $106K | Hold |
1,256
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $117K | Buy |
+1,256
| New | +$117K | 0.04% | 151 |
|