Cassaday & Co 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 | $1.09M | Sell |
15,711
-297
| -2% | -$20.6K | 0.03% | 120 |
|
|
2025
Q1 | $1.13M | Buy |
16,008
+1,068
| +7% | +$75.7K | 0.03% | 104 |
|
|
2024
Q4 | $1.07M | Buy |
14,940
+1,041
| +7% | +$74.6K | 0.03% | 107 |
|
|
2024
Q3 | $1.17M | Sell |
13,899
-145
| -1% | -$12.3K | 0.03% | 99 |
|
|
2024
Q2 | $994K | Buy |
14,044
+39
| +0.3% | +$2.76K | 0.03% | 103 |
|
|
2024
Q1 | $895K | Buy |
14,005
+1,431
| +11% | +$91.5K | 0.03% | 111 |
|
|
2023
Q4 | $764K | Buy |
12,574
+10
| +0.1% | +$607 | 0.03% | 117 |
|
|
2023
Q3 | $720K | Hold |
12,564
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $932K | Sell |
12,564
-24
| -0.2% | -$1.78K | 0.04% | 99 |
|
|
2023
Q1 | $970K | Sell |
12,588
-101
| -0.8% | -$7.79K | 0.04% | 93 |
|
|
2022
Q4 | $1.06M | Buy |
+12,689
| New | +$1.06M | 0.05% | 83 |
|