Carson 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 | $854K | Buy |
12,309
+250
| +2% | +$17.4K | 0.54% | 52 |
|
|
2025
Q1 | $855K | Sell |
12,059
-69
| -0.6% | -$4.89K | 0.58% | 46 |
|
|
2024
Q4 | $869K | Sell |
12,128
-63
| -0.5% | -$4.52K | 0.6% | 49 |
|
|
2024
Q3 | $1.03M | Buy |
12,191
+30
| +0.2% | +$2.54K | 0.65% | 40 |
|
|
2024
Q2 | $861K | Sell |
12,161
-678
| -5% | -$48K | 0.6% | 42 |
|
|
2024
Q1 | $821K | Buy |
12,839
+2
| +0% | +$128 | 0.58% | 47 |
|
|
2023
Q4 | $780K | Buy |
12,837
+1,239
| +11% | +$75.3K | 0.61% | 46 |
|
|
2023
Q3 | $664K | Buy |
11,598
+433
| +4% | +$24.8K | 0.58% | 54 |
|
|
2023
Q2 | $828K | Sell |
11,165
-24
| -0.2% | -$1.78K | 0.7% | 40 |
|
|
2023
Q1 | $862K | Buy |
11,189
+4
| +0% | +$308 | 0.77% | 37 |
|
|
2022
Q4 | $935K | Buy |
11,185
+2,043
| +22% | +$171K | 0.9% | 32 |
|
|
2022
Q3 | $717K | Buy |
9,142
+4,709
| +106% | +$369K | 0.79% | 39 |
|
|
2022
Q2 | $343K | Buy |
4,433
+637
| +17% | +$49.3K | 0.38% | 76 |
|
|
2022
Q1 | $322K | Buy |
3,796
+1
| +0% | +$85 | 0.32% | 81 |
|
|
2021
Q4 | $354K | Buy |
+3,795
| New | +$354K | 0.36% | 76 |
|