Destiny Wealth Partners’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 | – | Sell |
-6,912
| Closed | -$495K | – | 169 |
|
|
2024
Q4 | $495K | Sell |
6,912
-55
| -0.8% | -$3.94K | 0.08% | 110 |
|
|
2024
Q3 | $589K | Buy |
6,967
+80
| +1% | +$6.76K | 0.1% | 96 |
|
|
2024
Q2 | $488K | Hold |
6,887
| – | – | 0.09% | 101 |
|
|
2024
Q1 | $440K | Sell |
6,887
-90
| -1% | -$5.75K | 0.08% | 99 |
|
|
2023
Q4 | $431K | Sell |
6,977
-17
| -0.2% | -$1.05K | 0.08% | 105 |
|
|
2023
Q3 | $401K | Sell |
6,994
-11
| -0.2% | -$630 | 0.08% | 108 |
|
|
2023
Q2 | $532K | Sell |
7,005
-108
| -2% | -$8.2K | 0.1% | 94 |
|
|
2023
Q1 | $548K | Sell |
7,113
-1,715
| -19% | -$132K | 0.11% | 92 |
|
|
2022
Q4 | $738K | Sell |
8,828
-169
| -2% | -$14.1K | 0.16% | 83 |
|
|
2022
Q3 | $705K | Sell |
8,997
-144
| -2% | -$11.3K | 0.16% | 81 |
|
|
2022
Q2 | $708K | Sell |
9,141
-40
| -0.4% | -$3.1K | 0.16% | 79 |
|
|
2022
Q1 | $778K | Buy |
9,181
+27
| +0.3% | +$2.29K | 0.15% | 83 |
|
|
2021
Q4 | $855K | Buy |
9,154
+2
| +0% | +$187 | 0.16% | 85 |
|
|
2021
Q3 | $719K | Sell |
9,152
-227
| -2% | -$17.8K | 0.14% | 89 |
|
|
2021
Q2 | $687K | Sell |
9,379
-301
| -3% | -$22K | 0.13% | 101 |
|
|
2021
Q1 | $732K | Sell |
9,680
-3,306
| -25% | -$250K | 0.15% | 83 |
|
|
2020
Q4 | $1M | Buy |
+12,986
| New | +$1M | 0.21% | 74 |
|