Daymark 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 | $3.12M | Buy |
45,015
+2,767
| +7% | +$192K | 0.12% | 147 |
|
|
2025
Q1 | $2.99M | Buy |
42,248
+857
| +2% | +$60.8K | 0.13% | 133 |
|
|
2024
Q4 | $2.97M | Sell |
41,391
-633
| -2% | -$45.4K | 0.13% | 132 |
|
|
2024
Q3 | $3.55M | Sell |
42,024
-1,159
| -3% | -$98K | 0.15% | 121 |
|
|
2024
Q2 | $3.06M | Buy |
43,183
+4,352
| +11% | +$308K | 0.14% | 126 |
|
|
2024
Q1 | $2.48M | Buy |
38,831
+2,177
| +6% | +$139K | 0.13% | 115 |
|
|
2023
Q4 | $2.23M | Sell |
36,654
-662
| -2% | -$40.2K | 0.14% | 120 |
|
|
2023
Q3 | $2.14M | Buy |
37,316
+1,372
| +4% | +$78.6K | 0.15% | 119 |
|
|
2023
Q2 | $2.67M | Buy |
35,944
+22,949
| +177% | +$1.7M | 0.2% | 100 |
|
|
2023
Q1 | $1M | Buy |
12,995
+6,912
| +114% | +$533K | 0.13% | 128 |
|
|
2022
Q4 | $509K | Buy |
+6,083
| New | +$509K | 0.09% | 147 |
|