Canopy Partners’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 | $831K | Buy |
11,976
+1,285
| +12% | +$89.2K | 0.3% | 68 |
|
|
2025
Q1 | $758K | Sell |
10,691
-819
| -7% | -$58.1K | 0.3% | 72 |
|
|
2024
Q4 | $825K | Buy |
11,510
+5,848
| +103% | +$419K | 0.32% | 71 |
|
|
2024
Q3 | $479K | Sell |
5,662
-90
| -2% | -$7.61K | 0.21% | 99 |
|
|
2024
Q2 | $407K | Buy |
5,752
+512
| +10% | +$36.3K | 0.19% | 106 |
|
|
2024
Q1 | $335K | Buy |
5,240
+230
| +5% | +$14.7K | 0.16% | 118 |
|
|
2023
Q4 | $304K | Buy |
+5,010
| New | +$304K | 0.19% | 105 |
|