CreativeOne 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 | $2.71M | Buy |
39,054
+4,328
| +12% | +$300K | 0.07% | 264 |
|
|
2025
Q1 | $2.46M | Buy |
34,726
+4,841
| +16% | +$343K | 0.07% | 259 |
|
|
2024
Q4 | $2.14M | Buy |
29,885
+3,277
| +12% | +$235K | 0.07% | 276 |
|
|
2024
Q3 | $2.25M | Buy |
26,608
+6,698
| +34% | +$566K | 0.08% | 244 |
|
|
2024
Q2 | $1.41M | Sell |
19,910
-8,294
| -29% | -$587K | 0.07% | 249 |
|
|
2024
Q1 | $1.8M | Buy |
28,204
+10,123
| +56% | +$647K | 0.07% | 246 |
|
|
2023
Q4 | $1.1M | Sell |
18,081
-4,980
| -22% | -$302K | 0.07% | 239 |
|
|
2023
Q3 | $1.32M | Sell |
23,061
-16,526
| -42% | -$947K | 0.1% | 196 |
|
|
2023
Q2 | $2.94M | Sell |
39,587
-24,346
| -38% | -$1.81M | 0.14% | 132 |
|
|
2023
Q1 | $4.93M | Buy |
63,933
+6,371
| +11% | +$491K | 0.24% | 81 |
|
|
2022
Q4 | $4.81M | Buy |
57,562
+11,968
| +26% | +$1M | 0.27% | 81 |
|
|
2022
Q3 | $3.58M | Buy |
45,594
+6,717
| +17% | +$527K | 0.21% | 87 |
|
|
2022
Q2 | $3.01M | Buy |
38,877
+20,645
| +113% | +$1.6M | 0.16% | 98 |
|
|
2022
Q1 | $1.54M | Sell |
18,232
-8,107
| -31% | -$687K | 0.08% | 209 |
|
|
2021
Q4 | $2.46M | Buy |
26,339
+9,973
| +61% | +$931K | 0.12% | 138 |
|
|
2021
Q3 | $1.29M | Buy |
16,366
+3,114
| +23% | +$245K | 0.08% | 228 |
|
|
2021
Q2 | $971K | Buy |
13,252
+3,253
| +33% | +$238K | 0.06% | 261 |
|
|
2021
Q1 | $756K | Buy |
9,999
+3,680
| +58% | +$278K | 0.06% | 250 |
|
|
2020
Q4 | $487K | Buy |
+6,319
| New | +$487K | 0.04% | 295 |
|