Delta Financial Group’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
Q1 | $617K | Sell |
8,803
-656
| -7% | -$46K | 0.14% | 116 |
|
|
2024
Q4 | $678K | Buy |
9,459
+17
| +0.2% | +$1.22K | 0.16% | 105 |
|
|
2024
Q3 | $798K | Buy |
9,442
+285
| +3% | +$24.1K | 0.3% | 50 |
|
|
2024
Q2 | $648K | Buy |
9,157
+269
| +3% | +$19K | 0.27% | 52 |
|
|
2024
Q1 | $568K | Buy |
8,888
+392
| +5% | +$25.1K | 0.17% | 107 |
|
|
2023
Q4 | $516K | Sell |
8,496
-1,587
| -16% | -$96.4K | 0.16% | 105 |
|
|
2023
Q3 | $578K | Sell |
10,083
-11
| -0.1% | -$631 | 0.2% | 90 |
|
|
2023
Q2 | $749K | Buy |
10,094
+702
| +7% | +$52.1K | 0.88% | 34 |
|
|
2023
Q1 | $724K | Buy |
9,392
+11
| +0.1% | +$848 | 0.28% | 62 |
|
|
2022
Q4 | $788K | Buy |
+9,381
| New | +$788K | 0.35% | 49 |
|