Creative Financial Designs’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 | $186K | Sell |
2,684
-225
| -8% | -$15.6K | 0.01% | 508 |
|
|
2025
Q1 | $206K | Buy |
2,909
+311
| +12% | +$22K | 0.02% | 430 |
|
|
2024
Q4 | $186K | Sell |
2,598
-649
| -20% | -$46.5K | 0.02% | 452 |
|
|
2024
Q3 | $274K | Sell |
3,247
-3,341
| -51% | -$282K | 0.02% | 386 |
|
|
2024
Q2 | $467K | Sell |
6,588
-6,820
| -51% | -$483K | 0.04% | 285 |
|
|
2024
Q1 | $857K | Sell |
13,408
-1,206
| -8% | -$77.1K | 0.08% | 185 |
|
|
2023
Q4 | $888K | Buy |
14,614
+404
| +3% | +$24.5K | 0.09% | 174 |
|
|
2023
Q3 | $814K | Sell |
14,210
-190
| -1% | -$10.9K | 0.09% | 165 |
|
|
2023
Q2 | $1.07M | Sell |
14,400
-144
| -1% | -$10.7K | 0.13% | 146 |
|
|
2023
Q1 | $1.12M | Buy |
14,544
+773
| +6% | +$59.6K | 0.15% | 134 |
|
|
2022
Q4 | $1.15M | Buy |
13,771
+499
| +4% | +$41.7K | 0.17% | 115 |
|
|
2022
Q3 | $1.04M | Buy |
13,272
+1,278
| +11% | +$100K | 0.17% | 115 |
|
|
2022
Q2 | $929K | Buy |
11,994
+2,463
| +26% | +$191K | 0.15% | 128 |
|
|
2022
Q1 | $807K | Buy |
9,531
+2,051
| +27% | +$174K | 0.12% | 144 |
|
|
2021
Q4 | $698K | Buy |
7,480
+660
| +10% | +$61.6K | 0.11% | 154 |
|
|
2021
Q3 | $536K | Sell |
6,820
-44
| -0.6% | -$3.46K | 0.09% | 173 |
|
|
2021
Q2 | $503K | Buy |
6,864
+4,171
| +155% | +$306K | 0.09% | 178 |
|
|
2021
Q1 | $204K | Buy |
2,693
+1,187
| +79% | +$89.9K | 0.04% | 266 |
|
|
2020
Q4 | $116K | Buy |
1,506
+26
| +2% | +$2K | 0.02% | 343 |
|
|
2020
Q3 | $103K | Sell |
1,480
-160
| -10% | -$11.1K | 0.03% | 335 |
|
|
2020
Q2 | $99K | Buy |
+1,640
| New | +$99K | 0.03% | 289 |
|
|
2020
Q1 | – | Sell |
-472
| Closed | -$28K | – | 582 |
|
|
2019
Q4 | $28K | Sell |
472
-64
| -12% | -$3.8K | 0.01% | 300 |
|
|
2019
Q3 | $31K | Buy |
536
+72
| +16% | +$4.16K | 0.02% | 283 |
|
|
2019
Q2 | $24K | Sell |
464
-16
| -3% | -$828 | 0.01% | 302 |
|
|
2019
Q1 | $23K | Sell |
480
-580
| -55% | -$27.8K | 0.01% | 298 |
|
|
2018
Q4 | $46K | Sell |
1,060
-44
| -4% | -$1.91K | 0.03% | 203 |
|
|
2018
Q3 | $46K | Sell |
1,104
-96
| -8% | -$4K | 0.03% | 238 |
|
|
2018
Q2 | $50K | Buy |
1,200
+408
| +52% | +$17K | 0.03% | 240 |
|
|
2018
Q1 | $32K | Buy |
792
+4
| +0.5% | +$162 | 0.02% | 273 |
|
|
2017
Q4 | $31K | Sell |
788
-128
| -14% | -$5.04K | 0.02% | 261 |
|
|
2017
Q3 | $34K | Buy |
916
+4
| +0.4% | +$148 | 0.02% | 273 |
|
|
2017
Q2 | $32K | Buy |
912
+20
| +2% | +$702 | 0.02% | 276 |
|
|
2017
Q1 | $29K | Sell |
892
-484
| -35% | -$15.7K | 0.02% | 280 |
|
|
2016
Q4 | $41K | Buy |
+1,376
| New | +$41K | 0.03% | 242 |
|