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Bellwether Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Buy |
538
+123
| +30% | +$8.54K | 0.01% | 240 |
|
|
2025
Q1 | $29.4K | Hold |
415
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $29.8K | Buy |
+415
| New | +$29.8K | 0.01% | 262 |
|
|
2023
Q1 | – | Sell |
-10,734
| Closed | -$897K | – | 539 |
|
|
2022
Q4 | $897K | Buy |
10,734
+10,243
| +2,086% | +$856K | 0.26% | 65 |
|
|
2022
Q3 | $38K | Buy |
+491
| New | +$38K | 0.01% | 181 |
|
|
2022
Q1 | – | Sell |
-16,298
| Closed | -$1.52M | – | 599 |
|
|
2021
Q4 | $1.52M | Buy |
16,298
+10,468
| +180% | +$977K | 0.47% | 41 |
|
|
2021
Q3 | $457K | Buy |
+5,830
| New | +$457K | 0.15% | 109 |
|