Cyndeo Wealth Partners’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 | $8.26M | Buy |
118,977
+2,984
| +3% | +$207K | 0.49% | 57 |
|
|
2025
Q1 | $8.22M | Sell |
115,993
-3,875
| -3% | -$275K | 0.54% | 51 |
|
|
2024
Q4 | $8.59M | Buy |
119,868
+9,186
| +8% | +$659K | 0.58% | 50 |
|
|
2024
Q3 | $9.36M | Buy |
110,682
+8,661
| +8% | +$732K | 0.65% | 38 |
|
|
2024
Q2 | $7.22M | Buy |
102,021
+8,337
| +9% | +$590K | 0.57% | 45 |
|
|
2024
Q1 | $5.99M | Buy |
93,684
+11,642
| +14% | +$744K | 0.5% | 60 |
|
|
2023
Q4 | $4.98M | Buy |
82,042
+1,974
| +2% | +$120K | 0.46% | 67 |
|
|
2023
Q3 | $4.59M | Sell |
80,068
-4,460
| -5% | -$256K | 0.48% | 62 |
|
|
2023
Q2 | $6.27M | Buy |
84,528
+21,432
| +34% | +$1.59M | 0.66% | 49 |
|
|
2023
Q1 | $4.86M | Buy |
63,096
+3,086
| +5% | +$238K | 0.52% | 55 |
|
|
2022
Q4 | $5.02M | Buy |
+60,010
| New | +$5.02M | 0.59% | 55 |
|