Elevation 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
Q2 | $139K | Hold |
2,000
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $142K | Hold |
2,000
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $143K | Hold |
2,000
| – | – | 0.06% | 135 |
|
|
2024
Q3 | $169K | Hold |
2,000
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $142K | Hold |
2,000
| – | – | 0.07% | 134 |
|
|
2024
Q1 | $128K | Hold |
2,000
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $115K | Hold |
2,000
| – | – | 0.07% | 140 |
|
|
2023
Q3 | $115K | Hold |
2,000
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $148K | Hold |
2,000
| – | – | 0.13% | 77 |
|
|
2023
Q1 | $154K | Buy |
+2,000
| New | +$154K | 0.14% | 72 |
|