Castle 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 | $1.44M | Buy |
20,779
+918
| +5% | +$63.7K | 0.52% | 50 |
|
|
2025
Q1 | $1.41M | Buy |
19,861
+590
| +3% | +$41.8K | 0.55% | 47 |
|
|
2024
Q4 | $1.38M | Buy |
19,271
+918
| +5% | +$65.8K | 0.54% | 48 |
|
|
2024
Q3 | $1.55M | Buy |
18,353
+4,014
| +28% | +$339K | 0.62% | 44 |
|
|
2024
Q2 | $1.02M | Buy |
14,339
+63
| +0.4% | +$4.46K | 0.49% | 52 |
|
|
2024
Q1 | $912K | Buy |
14,276
+2,216
| +18% | +$142K | 0.48% | 57 |
|
|
2023
Q4 | $733K | Sell |
12,060
-318
| -3% | -$19.3K | 0.44% | 56 |
|
|
2023
Q3 | $709K | Buy |
12,378
+801
| +7% | +$45.9K | 0.51% | 50 |
|
|
2023
Q2 | $859K | Buy |
11,577
+94
| +0.8% | +$6.98K | 0.6% | 41 |
|
|
2023
Q1 | $885K | Sell |
11,483
-350
| -3% | -$27K | 0.69% | 38 |
|
|
2022
Q4 | $989K | Sell |
11,833
-536
| -4% | -$44.8K | 0.62% | 36 |
|
|
2022
Q3 | $970K | Buy |
12,369
+1,800
| +17% | +$141K | 0.59% | 35 |
|
|
2022
Q2 | $819K | Buy |
+10,569
| New | +$819K | 0.48% | 41 |
|