Coastwise Capital Group’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 | $443K | Buy |
6,378
+19
| +0.3% | +$1.32K | 0.35% | 66 |
|
|
2025
Q1 | $451K | Buy |
6,359
+146
| +2% | +$10.3K | 0.38% | 65 |
|
|
2024
Q4 | $445K | Buy |
6,213
+142
| +2% | +$10.2K | 0.36% | 70 |
|
|
2024
Q3 | $513K | Buy |
6,071
+167
| +3% | +$14.1K | 0.42% | 66 |
|
|
2024
Q2 | $418K | Sell |
5,904
-2,060
| -26% | -$146K | 0.4% | 66 |
|
|
2024
Q1 | $509K | Buy |
7,964
+1,259
| +19% | +$80.5K | 0.47% | 62 |
|
|
2023
Q4 | $407K | Buy |
6,705
+2,844
| +74% | +$173K | 0.42% | 69 |
|
|
2023
Q3 | $221K | Buy |
+3,861
| New | +$221K | 0.25% | 101 |
|