Cetera Trust Company’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 | $354K | Hold |
5,104
| – | – | 0.21% | 85 |
|
|
2025
Q1 | $362K | Hold |
5,104
| – | – | 0.23% | 74 |
|
|
2024
Q4 | $366K | Buy |
5,104
+200
| +4% | +$14.3K | 0.24% | 73 |
|
|
2024
Q3 | $415K | Hold |
4,904
| – | – | 0.25% | 71 |
|
|
2024
Q2 | $347K | Hold |
4,904
| – | – | 0.22% | 78 |
|
|
2024
Q1 | $313K | Sell |
4,904
-200
| -4% | -$12.8K | 0.19% | 92 |
|
|
2023
Q4 | $310K | Buy |
+5,104
| New | +$310K | 0.19% | 87 |
|