Darwin Wealth Management’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 | $68.1K | Sell |
980
-450
| -31% | -$31.3K | 0.02% | 186 |
|
|
2025
Q1 | $103K | Hold |
1,430
| – | – | 0.03% | 178 |
|
|
2024
Q4 | $103K | Buy |
1,430
+243
| +20% | +$17.4K | 0.03% | 178 |
|
|
2024
Q3 | $100K | Buy |
+1,187
| New | +$100K | 0.03% | 185 |
|
|
2021
Q1 | – | Sell |
-2,614
| Closed | -$201K | – | 176 |
|
|
2020
Q4 | $201K | Buy |
+2,614
| New | +$201K | 0.04% | 158 |
|
|
2020
Q2 | – | Sell |
-2,528
| Closed | -$151K | – | 530 |
|
|
2020
Q1 | $151K | Sell |
2,528
-1,856
| -42% | -$111K | 0.05% | 154 |
|
|
2019
Q4 | $265K | Buy |
+4,384
| New | +$265K | 0.07% | 135 |
|
|
2016
Q4 | – | Sell |
-39,864
| Closed | -$1.22M | – | 115 |
|
|
2016
Q3 | $1.22M | Buy |
39,864
+5,900
| +17% | +$180K | 0.94% | 46 |
|
|
2016
Q2 | $1.11M | Buy |
+33,964
| New | +$1.11M | 0.94% | 47 |
|