Blueprint Investment Partners’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
Q1 | – | Sell |
-7,303
| Closed | -$524K | – | 170 |
|
|
2024
Q4 | $524K | Sell |
7,303
-592
| -7% | -$42.4K | 0.08% | 120 |
|
|
2024
Q3 | $667K | Buy |
7,895
+542
| +7% | +$45.8K | 0.12% | 89 |
|
|
2024
Q2 | $521K | Buy |
7,353
+1,557
| +27% | +$110K | 0.11% | 79 |
|
|
2024
Q1 | $370K | Buy |
5,796
+1,333
| +30% | +$85.2K | 0.07% | 102 |
|
|
2023
Q4 | $271K | Buy |
4,463
+462
| +12% | +$28.1K | 0.07% | 108 |
|
|
2023
Q3 | $229K | Buy |
4,001
+69
| +2% | +$3.95K | 0.07% | 99 |
|
|
2023
Q2 | $292K | Buy |
+3,932
| New | +$292K | 0.1% | 120 |
|
|
2023
Q1 | – | Sell |
-9,727
| Closed | -$813K | – | 269 |
|
|
2022
Q4 | $813K | Sell |
9,727
-739
| -7% | -$61.8K | 0.17% | 90 |
|
|
2022
Q3 | $821K | Buy |
+10,466
| New | +$821K | 0.22% | 62 |
|
|
2022
Q2 | – | Sell |
-2,995
| Closed | -$254K | – | 196 |
|
|
2022
Q1 | $254K | Sell |
2,995
-2,374
| -44% | -$201K | 0.07% | 144 |
|
|
2021
Q4 | $501K | Buy |
5,369
+2,127
| +66% | +$199K | 0.12% | 124 |
|
|
2021
Q3 | $255K | Buy |
+3,242
| New | +$255K | 0.13% | 110 |
|