Briaud Financial Planning’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 | $49K | Hold |
710
| – | – | 0.02% | 98 |
|
|
2025
Q1 | $50K | Hold |
710
| – | – | 0.02% | 85 |
|
|
2024
Q4 | $50K | Hold |
710
| – | – | 0.02% | 79 |
|
|
2024
Q3 | $60K | Hold |
710
| – | – | 0.03% | 55 |
|
|
2024
Q2 | $50K | Hold |
710
| – | – | 0.03% | 55 |
|
|
2024
Q1 | $46K | Buy |
+710
| New | +$46K | 0.03% | 56 |
|
|
2023
Q4 | – | Sell |
-710
| Closed | -$40K | – | 110 |
|
|
2023
Q3 | $40K | Buy |
+710
| New | +$40K | 0.03% | 64 |
|