Demars 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
Q2 | $512K | Buy |
+7,369
| New | +$512K | 0.2% | 52 |
|
|
2022
Q2 | – | Sell |
-2,481
| Closed | -$210K | – | 87 |
|
|
2022
Q1 | $210K | Buy |
2,481
+3
| +0.1% | +$254 | 0.11% | 84 |
|
|
2021
Q4 | $231K | Buy |
+2,478
| New | +$231K | 0.12% | 83 |
|
|
2021
Q3 | – | Sell |
-14,910
| Closed | -$1.09M | – | 88 |
|
|
2021
Q2 | $1.09M | Buy |
14,910
+132
| +0.9% | +$9.68K | 0.66% | 36 |
|
|
2021
Q1 | $1.12M | Buy |
14,778
+244
| +2% | +$18.4K | 0.75% | 34 |
|
|
2020
Q4 | $1.12M | Buy |
+14,534
| New | +$1.12M | 0.79% | 37 |
|