Destination Wealth Management’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 | $294K | Sell |
4,237
-224
| -5% | -$15.6K | 0.01% | 215 |
|
|
2025
Q1 | $316K | Buy |
4,461
+889
| +25% | +$63K | 0.01% | 200 |
|
|
2024
Q4 | $256K | Buy |
3,572
+810
| +29% | +$58.1K | 0.01% | 210 |
|
|
2024
Q3 | $233K | Buy |
+2,762
| New | +$233K | 0.01% | 212 |
|
|
2019
Q3 | – | Sell |
-120
| Closed | -$6K | – | 371 |
|
|
2019
Q2 | $6K | Sell |
120
-1,168
| -91% | -$58.4K | ﹤0.01% | 472 |
|
|
2019
Q1 | $62K | Buy |
+1,288
| New | +$62K | ﹤0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-172
| Closed | -$7K | – | 647 |
|
|
2018
Q3 | $7K | Buy |
+172
| New | +$7K | ﹤0.01% | 488 |
|