Carolinas Wealth Consulting’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 | – | Sell |
-5,069
| Closed | -$359K | – | 619 |
|
|
2025
Q1 | $359K | Sell |
5,069
-475
| -9% | -$33.7K | 0.08% | 124 |
|
|
2024
Q4 | $397K | Buy |
5,544
+29
| +0.5% | +$2.08K | 0.08% | 122 |
|
|
2024
Q3 | $466K | Buy |
5,515
+10
| +0.2% | +$845 | 0.08% | 116 |
|
|
2024
Q2 | $390K | Buy |
5,505
+53
| +1% | +$3.75K | 0.08% | 125 |
|
|
2024
Q1 | $348K | Sell |
5,452
-36,545
| -87% | -$2.34M | 0.07% | 127 |
|
|
2023
Q4 | $430K | Sell |
41,997
-253
| -0.6% | -$2.59K | 0.09% | 101 |
|
|
2023
Q3 | $427K | Sell |
42,250
-296
| -0.7% | -$2.99K | 0.11% | 92 |
|
|
2023
Q2 | $558K | Sell |
42,546
-695
| -2% | -$9.11K | 0.11% | 92 |
|
|
2023
Q1 | $631K | Buy |
43,241
+764
| +2% | +$11.2K | 0.13% | 88 |
|
|
2022
Q4 | $618K | Buy |
42,477
+188
| +0.4% | +$2.74K | 0.14% | 82 |
|
|
2022
Q3 | $567K | Buy |
42,289
+198
| +0.5% | +$2.66K | 0.14% | 78 |
|
|
2022
Q2 | $545K | Buy |
42,091
+35,575
| +546% | +$461K | 0.14% | 81 |
|
|
2022
Q1 | $553K | Sell |
6,516
-252
| -4% | -$21.4K | 0.12% | 85 |
|
|
2021
Q4 | $632K | Buy |
6,768
+807
| +14% | +$75.4K | 0.14% | 82 |
|
|
2021
Q3 | $468K | Sell |
5,961
-484
| -8% | -$38K | 0.11% | 90 |
|
|
2021
Q2 | $472K | Sell |
6,445
-259
| -4% | -$19K | 0.1% | 95 |
|
|
2021
Q1 | $507K | Buy |
6,704
+331
| +5% | +$25K | 0.12% | 84 |
|
|
2020
Q4 | $492K | Buy |
6,373
+3,077
| +93% | +$238K | 0.13% | 83 |
|
|
2020
Q3 | $229K | Buy |
3,296
+2,340
| +245% | +$163K | 0.08% | 119 |
|
|
2020
Q2 | $57K | Buy |
+956
| New | +$57K | 0.02% | 190 |
|