Corient Private Wealth’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 | $134M | Sell |
1,930,707
-54,976
| -3% | -$3.82M | 0.14% | 136 |
|
|
2025
Q1 | $141M | Sell |
1,985,683
-429,132
| -18% | -$30.4M | 0.23% | 103 |
|
|
2024
Q4 | $173M | Sell |
2,414,815
-88,296
| -4% | -$6.33M | 0.29% | 74 |
|
|
2024
Q3 | $212M | Buy |
2,503,111
+183,274
| +8% | +$15.5M | 0.33% | 57 |
|
|
2024
Q2 | $164M | Sell |
2,319,837
-142,109
| -6% | -$10.1M | 0.29% | 74 |
|
|
2024
Q1 | $157M | Sell |
2,461,946
-68,657
| -3% | -$4.39M | 0.28% | 81 |
|
|
2023
Q4 | $154M | Sell |
2,530,603
-829,114
| -25% | -$50.4M | 0.28% | 78 |
|
|
2023
Q3 | $192M | Sell |
3,359,717
-484,359
| -13% | -$27.8M | 0.44% | 47 |
|
|
2023
Q2 | $285M | Buy |
3,844,076
+186,678
| +5% | +$13.8M | 0.66% | 30 |
|
|
2023
Q1 | $282M | Buy |
3,657,398
+2,120,809
| +138% | +$163M | 0.76% | 25 |
|
|
2022
Q4 | $128M | Buy |
+1,536,589
| New | +$128M | 0.47% | 52 |
|