Borer Denton & Associates’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 | $842K | Hold |
12,131
| – | – | 0.29% | 42 |
|
|
2025
Q1 | $860K | Sell |
12,131
-68
| -0.6% | -$4.82K | 0.3% | 41 |
|
|
2024
Q4 | $875K | Buy |
12,199
+1,053
| +9% | +$75.5K | 0.3% | 40 |
|
|
2024
Q3 | $942K | Hold |
11,146
| – | – | 0.32% | 38 |
|
|
2024
Q2 | $789K | Hold |
11,146
| – | – | 0.29% | 40 |
|
|
2024
Q1 | $712K | Hold |
11,146
| – | – | 0.25% | 41 |
|
|
2023
Q4 | $677K | Hold |
11,146
| – | – | 0.26% | 39 |
|
|
2023
Q3 | $639K | Hold |
11,146
| – | – | 0.26% | 39 |
|
|
2023
Q2 | $827K | Hold |
11,146
| – | – | 0.33% | 38 |
|
|
2023
Q1 | $859K | Buy |
11,146
+3,236
| +41% | +$249K | 0.36% | 37 |
|
|
2022
Q4 | $661K | Hold |
7,910
| – | – | 0.29% | 39 |
|
|
2022
Q3 | $620K | Buy |
7,910
+4,910
| +164% | +$385K | 0.31% | 37 |
|
|
2022
Q2 | $232K | Hold |
3,000
| – | – | 0.11% | 51 |
|
|
2022
Q1 | $254K | Buy |
+3,000
| New | +$254K | 0.11% | 51 |
|