Castle Rock 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 | $342K | Buy |
4,477
+20
| +0.4% | +$1.53K | 0.08% | 190 |
|
|
2025
Q1 | $316K | Buy |
4,457
+30
| +0.7% | +$2.13K | 0.09% | 181 |
|
|
2024
Q4 | $301K | Sell |
4,427
-25
| -0.6% | -$1.7K | 0.07% | 188 |
|
|
2024
Q3 | $366K | Buy |
4,452
+25
| +0.6% | +$2.05K | 0.09% | 179 |
|
|
2024
Q2 | $309K | Buy |
4,427
+5
| +0.1% | +$349 | 0.08% | 194 |
|
|
2024
Q1 | $303K | Sell |
4,422
-4,986
| -53% | -$342K | 0.08% | 187 |
|
|
2023
Q4 | $580K | Buy |
9,408
+1,569
| +20% | +$96.8K | 0.18% | 135 |
|
|
2023
Q3 | $387K | Sell |
7,839
-3
| -0% | -$148 | 0.13% | 151 |
|
|
2023
Q2 | $588K | Buy |
7,842
+767
| +11% | +$57.5K | 0.2% | 116 |
|
|
2023
Q1 | $535K | Sell |
7,075
-1,201
| -15% | -$90.8K | 0.19% | 117 |
|
|
2022
Q4 | $632K | Buy |
8,276
+454
| +6% | +$34.7K | 0.28% | 101 |
|
|
2022
Q3 | $595K | Sell |
7,822
-105
| -1% | -$7.99K | 0.3% | 88 |
|
|
2022
Q2 | $637K | Buy |
7,927
+1,211
| +18% | +$97.3K | 0.32% | 86 |
|
|
2022
Q1 | $550K | Sell |
6,716
-2,361
| -26% | -$193K | 0.25% | 120 |
|
|
2021
Q4 | $750K | Sell |
9,077
-129
| -1% | -$10.7K | 0.31% | 97 |
|
|
2021
Q3 | $779K | Sell |
9,206
-2,210
| -19% | -$187K | 0.27% | 113 |
|
|
2021
Q2 | $919K | Sell |
11,416
-9,406
| -45% | -$757K | 0.34% | 101 |
|
|
2021
Q1 | $1.63M | Buy |
20,822
+1,747
| +9% | +$137K | 0.66% | 45 |
|
|
2020
Q4 | $1.61M | Buy |
19,075
+9,055
| +90% | +$762K | 0.67% | 40 |
|
|
2020
Q3 | $746K | Sell |
10,020
-7,540
| -43% | -$561K | 0.49% | 73 |
|
|
2020
Q2 | $1.25M | Buy |
17,560
+9,760
| +125% | +$695K | 0.73% | 41 |
|
|
2020
Q1 | $453K | Hold |
7,800
| – | – | 0.39% | 66 |
|
|
2019
Q4 | $531K | Hold |
7,800
| – | – | 0.48% | 84 |
|
|
2019
Q3 | $433K | Buy |
+7,800
| New | +$433K | 0.45% | 84 |
|