Centerpoint Advisors’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 | $289K | Buy |
4,170
+34
| +0.8% | +$2.36K | 0.1% | 72 |
|
|
2025
Q1 | $293K | Hold |
4,136
| – | – | 0.11% | 70 |
|
|
2024
Q4 | $297K | Hold |
4,136
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $350K | Hold |
4,136
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $293K | Hold |
4,136
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $264K | Hold |
4,136
| – | – | 0.1% | 77 |
|
|
2023
Q4 | $251K | Sell |
4,136
-802
| -16% | -$48.7K | 0.1% | 74 |
|
|
2023
Q3 | $283K | Hold |
4,938
| – | – | 0.12% | 73 |
|
|
2023
Q2 | $366K | Sell |
4,938
-452
| -8% | -$33.5K | 0.15% | 61 |
|
|
2023
Q1 | $415K | Buy |
5,390
+609
| +13% | +$46.9K | 0.18% | 52 |
|
|
2022
Q4 | $400K | Buy |
4,781
+645
| +16% | +$54K | 0.19% | 53 |
|
|
2022
Q3 | $324K | Hold |
4,136
| – | – | 0.17% | 57 |
|
|
2022
Q2 | $320K | Hold |
4,136
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $350K | Hold |
4,136
| – | – | 0.16% | 57 |
|
|
2021
Q4 | $386K | Hold |
4,136
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $325K | Hold |
4,136
| – | – | 0.16% | 62 |
|
|
2021
Q2 | $303K | Buy |
4,136
+4,000
| +2,941% | +$293K | 0.14% | 66 |
|
|
2021
Q1 | $10K | Hold |
136
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $10K | Hold |
136
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $9K | Hold |
136
| – | – | 0.01% | 150 |
|
|
2020
Q2 | $8K | Hold |
136
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $8K | Sell |
136
-1,620
| -92% | -$95.3K | 0.01% | 156 |
|
|
2019
Q4 | $106K | Sell |
1,756
-140
| -7% | -$8.45K | 0.08% | 66 |
|
|
2019
Q3 | $110K | Hold |
1,896
| – | – | 0.09% | 62 |
|
|
2019
Q2 | $97K | Hold |
1,896
| – | – | 0.08% | 68 |
|
|
2019
Q1 | $92K | Hold |
1,896
| – | – | 0.08% | 65 |
|
|
2018
Q4 | $82K | Sell |
1,896
-7,920
| -81% | -$343K | 0.08% | 72 |
|
|
2018
Q3 | $411K | Hold |
9,816
| – | – | 0.33% | 24 |
|
|
2018
Q2 | $410K | Buy |
9,816
+88
| +0.9% | +$3.68K | 0.34% | 21 |
|
|
2018
Q1 | $397K | Buy |
+9,728
| New | +$397K | 0.35% | 21 |
|