Butensky & Cohen Financial Security’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 | $5.57M | Buy |
+80,191
| New | +$5.57M | 1.66% | 17 |
|
|
2023
Q4 | – | Sell |
-58,203
| Closed | -$3.33M | – | 98 |
|
|
2023
Q3 | $3.33M | Buy |
58,203
+6,916
| +13% | +$396K | 1.21% | 49 |
|
|
2023
Q2 | $3.81M | Buy |
51,287
+4,755
| +10% | +$353K | 1.37% | 41 |
|
|
2023
Q1 | $3.59M | Buy |
46,532
+43,795
| +1,600% | +$3.38M | 1.29% | 43 |
|
|
2022
Q4 | $229K | Hold |
2,737
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $215K | Buy |
+2,737
| New | +$215K | 0.09% | 95 |
|
|
2015
Q4 | – | Sell |
-88
| Closed | -$2K | – | 201 |
|
|
2015
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 174 |
|
|
2015
Q2 | $2K | Sell |
88
-132
| -60% | -$3K | ﹤0.01% | 128 |
|
|
2015
Q1 | $6K | Hold |
220
| – | – | 0.01% | 97 |
|
|
2014
Q4 | $6K | Buy |
+220
| New | +$6K | 0.01% | 98 |
|