Continuum Advisory’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 | $969K | Buy |
13,962
+879
| +7% | +$61K | 0.12% | 170 |
|
|
2025
Q1 | $927K | Sell |
13,083
-553
| -4% | -$39.2K | 0.12% | 155 |
|
|
2024
Q4 | $978K | Sell |
13,636
-665
| -5% | -$47.7K | 0.13% | 153 |
|
|
2024
Q3 | $1.08M | Buy |
14,301
+1,416
| +11% | +$107K | 0.14% | 152 |
|
|
2024
Q2 | $912K | Sell |
12,885
-200
| -2% | -$14.2K | 0.13% | 161 |
|
|
2024
Q1 | $976K | Sell |
13,085
-3,704
| -22% | -$276K | 0.15% | 155 |
|
|
2023
Q4 | $1.02M | Buy |
16,789
+1,902
| +13% | +$116K | 0.15% | 169 |
|
|
2023
Q3 | $853K | Buy |
14,887
+437
| +3% | +$25K | 0.14% | 185 |
|
|
2023
Q2 | $1.07M | Sell |
14,450
-31,091
| -68% | -$2.31M | 0.17% | 152 |
|
|
2023
Q1 | $3.51M | Buy |
45,541
+11,218
| +33% | +$865K | 0.6% | 31 |
|
|
2022
Q4 | $2.87M | Buy |
34,323
+3,105
| +10% | +$260K | 0.52% | 48 |
|
|
2022
Q3 | $2.45M | Buy |
31,218
+6,595
| +27% | +$517K | 0.43% | 49 |
|
|
2022
Q2 | $1.91M | Buy |
24,623
+3,174
| +15% | +$246K | 0.35% | 76 |
|
|
2022
Q1 | $1.52M | Buy |
21,449
+13,092
| +157% | +$930K | 0.29% | 95 |
|
|
2021
Q4 | $780K | Sell |
8,357
-200
| -2% | -$18.7K | 0.18% | 131 |
|
|
2021
Q3 | $672K | Buy |
8,557
+475
| +6% | +$37.3K | 0.18% | 126 |
|
|
2021
Q2 | $592K | Buy |
+8,082
| New | +$592K | 0.18% | 124 |
|