Delta 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 | $494K | Buy |
7,110
+44
| +0.6% | +$3.05K | 0.17% | 86 |
|
|
2025
Q1 | $501K | Buy |
7,066
+55
| +0.8% | +$3.9K | 0.19% | 85 |
|
|
2024
Q4 | $503K | Buy |
7,011
+54
| +0.8% | +$3.87K | 0.19% | 85 |
|
|
2024
Q3 | $588K | Buy |
6,957
+34
| +0.5% | +$2.87K | 0.21% | 87 |
|
|
2024
Q2 | $490K | Buy |
6,923
+40
| +0.6% | +$2.83K | 0.19% | 86 |
|
|
2024
Q1 | $440K | Buy |
+6,883
| New | +$440K | 0.17% | 88 |
|
|
2023
Q4 | – | Sell |
-10,298
| Closed | -$590K | – | 120 |
|
|
2023
Q3 | $590K | Buy |
+10,298
| New | +$590K | 0.27% | 84 |
|