Diversify Advisory Services’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 | $997K | Buy |
13,870
+4,260
| +44% | +$306K | 0.04% | 330 |
|
|
2025
Q1 | $646K | Sell |
9,610
-2,815
| -23% | -$189K | 0.04% | 300 |
|
|
2024
Q4 | $837K | Sell |
12,425
-234
| -2% | -$15.8K | 0.05% | 255 |
|
|
2024
Q3 | $1.06M | Sell |
12,659
-318
| -2% | -$26.6K | 0.06% | 246 |
|
|
2024
Q2 | $936K | Buy |
12,977
+4,016
| +45% | +$290K | 0.05% | 255 |
|
|
2024
Q1 | $568K | Buy |
+8,961
| New | +$568K | 0.03% | 390 |
|