Castellan Group’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
$3.25M Buy
46,806
+3,210
+7% +$223K 0.6% 12
2025
Q1
$3.09M Buy
+43,596
New +$3.09M 0.86% 43
2021
Q4
Sell
-27,300
Closed -$2.14M 82
2021
Q3
$2.14M Hold
27,300
1.1% 29
2021
Q2
$2M Buy
+27,300
New +$2M 0.84% 24