Callan Family Office’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 | $3.3M | Buy |
47,558
+27,377
| +136% | +$1.9M | 0.1% | 209 |
|
|
2025
Q1 | $1.43M | Sell |
20,181
-13,018
| -39% | -$923K | 0.11% | 165 |
|
|
2024
Q4 | $2.38M | Buy |
33,199
+30,278
| +1,037% | +$2.17M | 0.15% | 127 |
|
|
2024
Q3 | $247K | Buy |
+2,921
| New | +$247K | 0.04% | 158 |
|
|
2023
Q3 | – | Sell |
-5,043
| Closed | -$374K | – | 104 |
|
|
2023
Q2 | $374K | Sell |
5,043
-116
| -2% | -$8.61K | 0.1% | 76 |
|
|
2023
Q1 | $398K | Buy |
5,159
+1,116
| +28% | +$86K | 0.1% | 110 |
|
|
2022
Q4 | $338K | Buy |
+4,043
| New | +$338K | 0.11% | 73 |
|