Buttonwood Financial Advisors’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 |
-3,177
| Closed | -$228K | – | 99 |
|
|
2024
Q4 | $228K | Sell |
3,177
-831
| -21% | -$59.6K | 0.1% | 94 |
|
|
2024
Q3 | $339K | Sell |
4,008
-68
| -2% | -$5.75K | 0.15% | 83 |
|
|
2024
Q2 | $289K | Sell |
4,076
-319
| -7% | -$22.6K | 0.14% | 88 |
|
|
2024
Q1 | $281K | Sell |
4,395
-20
| -0.5% | -$1.28K | 0.13% | 90 |
|
|
2023
Q4 | $268K | Hold |
4,415
| – | – | 0.15% | 89 |
|
|
2023
Q3 | $253K | Sell |
4,415
-990
| -18% | -$56.7K | 0.16% | 93 |
|
|
2023
Q2 | $401K | Sell |
5,405
-65
| -1% | -$4.82K | 0.25% | 72 |
|
|
2023
Q1 | $422K | Sell |
5,470
-344
| -6% | -$26.5K | 0.33% | 56 |
|
|
2022
Q4 | $486K | Sell |
5,814
-175
| -3% | -$14.6K | 0.41% | 54 |
|
|
2022
Q3 | $438K | Sell |
5,989
-229
| -4% | -$16.7K | 0.39% | 52 |
|
|
2022
Q2 | $482K | Buy |
6,218
+1,802
| +41% | +$140K | 0.43% | 52 |
|
|
2022
Q1 | $374K | Buy |
+4,416
| New | +$374K | 0.34% | 53 |
|