BKM 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 | $1.59M | Sell |
22,891
-387
| -2% | -$26.9K | 0.62% | 51 |
|
|
2025
Q1 | $1.65M | Sell |
23,278
-594
| -2% | -$42.1K | 0.68% | 49 |
|
|
2024
Q4 | $1.71M | Buy |
23,872
+3,539
| +17% | +$254K | 0.7% | 41 |
|
|
2024
Q3 | $1.72M | Buy |
20,333
+2,949
| +17% | +$249K | 0.7% | 43 |
|
|
2024
Q2 | $1.23M | Sell |
17,384
-4,031
| -19% | -$285K | 0.59% | 53 |
|
|
2024
Q1 | $1.37M | Buy |
21,415
+5,301
| +33% | +$339K | 0.59% | 51 |
|
|
2023
Q4 | $979K | Buy |
+16,114
| New | +$979K | 0.42% | 65 |
|