Clay Northam 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 | $325K | Sell |
4,684
-199
| -4% | -$13.8K | 0.21% | 60 |
|
|
2025
Q1 | $346K | Sell |
4,883
-2
| -0% | -$142 | 0.24% | 57 |
|
|
2024
Q4 | $350K | Buy |
4,885
+36
| +0.7% | +$2.58K | 0.23% | 56 |
|
|
2024
Q3 | $410K | Buy |
4,849
+60
| +1% | +$5.07K | 0.28% | 49 |
|
|
2024
Q2 | $339K | Sell |
4,789
-194
| -4% | -$13.7K | 0.26% | 52 |
|
|
2024
Q1 | $318K | Buy |
4,983
+1
| +0% | +$64 | 0.26% | 58 |
|
|
2023
Q4 | $303K | Buy |
4,982
+4
| +0.1% | +$243 | 0.27% | 56 |
|
|
2023
Q3 | $285K | Buy |
4,978
+4
| +0.1% | +$229 | 0.28% | 55 |
|
|
2023
Q2 | $369K | Hold |
4,974
| – | – | 0.35% | 45 |
|
|
2023
Q1 | $383K | Buy |
4,974
+1
| +0% | +$77 | 0.39% | 45 |
|
|
2022
Q4 | $416K | Hold |
4,973
| – | – | 0.48% | 37 |
|
|
2022
Q3 | $390K | Sell |
4,973
-149
| -3% | -$11.7K | 0.49% | 42 |
|
|
2022
Q2 | $397K | Buy |
5,122
+12
| +0.2% | +$930 | 0.49% | 40 |
|
|
2022
Q1 | $433K | Hold |
5,110
| – | – | 0.44% | 49 |
|
|
2021
Q4 | $477K | Buy |
+5,110
| New | +$477K | 0.45% | 47 |
|