CarsonAllaria Wealth Management’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 | $188K | Sell |
2,709
-3
| -0.1% | -$208 | 0.1% | 67 |
|
|
2025
Q1 | $192K | Sell |
2,712
-6
| -0.2% | -$425 | 0.11% | 68 |
|
|
2024
Q4 | $195K | Sell |
2,718
-588
| -18% | -$42.2K | 0.11% | 67 |
|
|
2024
Q3 | $280K | Sell |
3,306
-456
| -12% | -$38.6K | 0.16% | 52 |
|
|
2024
Q2 | $266K | Buy |
3,762
+459
| +14% | +$32.5K | 0.16% | 51 |
|
|
2024
Q1 | $211K | Buy |
3,303
+2
| +0.1% | +$128 | 0.13% | 64 |
|
|
2023
Q4 | $201K | Buy |
3,301
+2
| +0.1% | +$121 | 0.14% | 66 |
|
|
2023
Q3 | $189K | Sell |
3,299
-53
| -2% | -$3.04K | 0.15% | 61 |
|
|
2023
Q2 | $249K | Buy |
3,352
+2
| +0.1% | +$148 | 0.2% | 55 |
|
|
2023
Q1 | $258K | Buy |
3,350
+2
| +0.1% | +$154 | 0.22% | 54 |
|
|
2022
Q4 | $280K | Buy |
3,348
+300
| +10% | +$25.1K | 0.25% | 52 |
|
|
2022
Q3 | $239K | Hold |
3,048
| – | – | 0.22% | 58 |
|
|
2022
Q2 | $236K | Hold |
3,048
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $258K | Sell |
3,048
-148
| -5% | -$12.5K | 0.23% | 55 |
|
|
2021
Q4 | $298K | Buy |
+3,196
| New | +$298K | 0.26% | 47 |
|