Cape Investment Advisory’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 | $306K | Buy |
4,415
+27
| +0.6% | +$1.87K | 0.11% | 145 |
|
|
2025
Q1 | $311K | Sell |
4,388
-324
| -7% | -$23K | 0.12% | 131 |
|
|
2024
Q4 | $338K | Buy |
4,712
+116
| +3% | +$8.32K | 0.13% | 120 |
|
|
2024
Q3 | $388K | Buy |
4,596
+17
| +0.4% | +$1.44K | 0.16% | 107 |
|
|
2024
Q2 | $324K | Buy |
4,579
+20
| +0.4% | +$1.42K | 0.15% | 106 |
|
|
2024
Q1 | $291K | Buy |
4,559
+15
| +0.3% | +$959 | 0.14% | 113 |
|
|
2023
Q4 | $276K | Buy |
4,544
+29
| +0.6% | +$1.76K | 0.14% | 109 |
|
|
2023
Q3 | $259K | Buy |
4,515
+19
| +0.4% | +$1.09K | 0.15% | 106 |
|
|
2023
Q2 | $334K | Buy |
4,496
+17
| +0.4% | +$1.26K | 0.19% | 89 |
|
|
2023
Q1 | $345K | Buy |
+4,479
| New | +$345K | 0.21% | 80 |
|