Delos Wealth 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 | $78.9K | Buy |
+1,136
| New | +$78.9K | 0.06% | 76 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$4.3K | – | 140 |
|
|
2024
Q4 | $4.3K | Buy |
+60
| New | +$4.3K | ﹤0.01% | 138 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$7.08K | – | 303 |
|
|
2024
Q2 | $7.08K | Hold |
100
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $6.39K | Buy |
100
+93
| +1,329% | +$5.94K | 0.01% | 145 |
|
|
2023
Q4 | $426 | Hold |
7
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $468 | Hold |
7
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $520 | Hold |
7
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $540 | Hold |
7
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $585 | Hold |
7
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 257 |
|
|
2022
Q1 | – | Sell |
-122
| Closed | -$11K | – | 371 |
|
|
2021
Q4 | $11K | Buy |
+122
| New | +$11K | 0.01% | 201 |
|