Compass 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 | – | Sell |
-1,466
| Closed | -$104K | – | 314 |
|
|
2025
Q1 | $104K | Hold |
1,466
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $105K | Hold |
1,466
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $124K | Hold |
1,466
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $104K | Hold |
1,466
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $93.7K | Hold |
1,466
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $89K | Hold |
1,466
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $84K | Hold |
1,466
| – | – | 0.03% | 194 |
|
|
2023
Q2 | $109K | Sell |
1,466
-4
| -0.3% | -$297 | 0.03% | 181 |
|
|
2023
Q1 | $113K | Hold |
1,470
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $123K | Buy |
+1,470
| New | +$123K | 0.04% | 174 |
|