Davies Financial Advisors’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 | $225K | Hold |
3,247
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $230K | Sell |
3,247
-593
| -15% | -$42K | 0.2% | 60 |
|
|
2024
Q4 | $275K | Hold |
3,840
| – | – | 0.23% | 53 |
|
|
2024
Q3 | $325K | Buy |
3,840
+150
| +4% | +$12.7K | 0.28% | 52 |
|
|
2024
Q2 | $261K | Buy |
3,690
+245
| +7% | +$17.3K | 0.24% | 59 |
|
|
2024
Q1 | $220K | Buy |
+3,445
| New | +$220K | 0.22% | 59 |
|