Concord Wealth Partners’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 | $3.88M | Buy |
55,862
+1,538
| +3% | +$107K | 0.57% | 36 |
|
|
2025
Q1 | $3.85M | Buy |
54,324
+8,822
| +19% | +$625K | 0.63% | 34 |
|
|
2024
Q4 | $3.26M | Buy |
45,502
+2,942
| +7% | +$211K | 0.53% | 46 |
|
|
2024
Q3 | $3.6M | Buy |
42,560
+6,475
| +18% | +$547K | 0.6% | 44 |
|
|
2024
Q2 | $2.56M | Buy |
36,085
+1,255
| +4% | +$88.9K | 0.45% | 54 |
|
|
2024
Q1 | $2.23M | Buy |
34,830
+6,519
| +23% | +$417K | 0.4% | 60 |
|
|
2023
Q4 | $1.72M | Buy |
28,311
+3,889
| +16% | +$236K | 0.34% | 62 |
|
|
2023
Q3 | $1.4M | Buy |
24,422
+10,667
| +78% | +$611K | 0.3% | 59 |
|
|
2023
Q2 | $1.02M | Buy |
13,755
+3,132
| +29% | +$232K | 0.22% | 70 |
|
|
2023
Q1 | $819K | Buy |
10,623
+5,890
| +124% | +$454K | 0.23% | 61 |
|
|
2022
Q4 | $396K | Sell |
4,733
-1,648
| -26% | -$138K | 0.12% | 106 |
|
|
2022
Q3 | $500K | Sell |
6,381
-187
| -3% | -$14.7K | 0.16% | 88 |
|
|
2022
Q2 | $509K | Sell |
6,568
-138
| -2% | -$10.7K | 0.14% | 96 |
|
|
2022
Q1 | $568K | Buy |
6,706
+94
| +1% | +$7.96K | 0.15% | 92 |
|
|
2021
Q4 | $617K | Buy |
6,612
+3,500
| +112% | +$327K | 0.15% | 83 |
|
|
2021
Q3 | $244K | Sell |
3,112
-1,678
| -35% | -$132K | 0.1% | 75 |
|
|
2021
Q2 | $351K | Buy |
4,790
+735
| +18% | +$53.9K | 0.1% | 92 |
|
|
2021
Q1 | $307K | Buy |
4,055
+2,633
| +185% | +$199K | 0.1% | 99 |
|
|
2020
Q4 | $110K | Buy |
+1,422
| New | +$110K | 0.08% | 126 |
|