Catalyst Financial Partners’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 | $785K | Sell |
11,307
-260
| -2% | -$18K | 0.09% | 104 |
|
|
2025
Q1 | $820K | Sell |
11,567
-39
| -0.3% | -$2.77K | 0.15% | 84 |
|
|
2024
Q4 | $832K | Buy |
11,606
+65
| +0.6% | +$4.66K | 0.16% | 81 |
|
|
2024
Q3 | $976K | Sell |
11,541
-40
| -0.3% | -$3.38K | 0.19% | 72 |
|
|
2024
Q2 | $820K | Buy |
11,581
+646
| +6% | +$45.7K | 0.18% | 74 |
|
|
2024
Q1 | $698K | Buy |
10,935
+1,475
| +16% | +$94.1K | 0.18% | 78 |
|
|
2023
Q4 | $575K | Buy |
9,460
+388
| +4% | +$23.6K | 0.16% | 84 |
|
|
2023
Q3 | $520K | Buy |
9,072
+866
| +11% | +$49.6K | 0.17% | 87 |
|
|
2023
Q2 | $609K | Buy |
8,206
+495
| +6% | +$36.7K | 0.22% | 71 |
|
|
2023
Q1 | $594K | Buy |
7,711
+388
| +5% | +$29.9K | 0.25% | 65 |
|
|
2022
Q4 | $612K | Buy |
+7,323
| New | +$612K | 0.31% | 51 |
|