Crumly & Associates’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
$538K Sell
7,751
-1
-0% -$69 0.13% 93
2025
Q1
$550K Buy
+7,752
New +$550K 0.15% 94
2023
Q2
Sell
-3,049
Closed -$235K 123
2023
Q1
$235K Sell
3,049
-1,597
-34% -$123K 0.1% 101
2022
Q4
$388K Sell
4,646
-1,688
-27% -$141K 0.15% 68
2022
Q3
$497K Buy
6,334
+223
+4% +$17.5K 0.21% 59
2022
Q2
$473K Buy
6,111
+1,273
+26% +$98.5K 0.2% 63
2022
Q1
$410K Buy
4,838
+1,169
+32% +$99.1K 0.15% 81
2021
Q4
$278K Buy
+3,669
New +$278K 0.11% 93