Elwood & Goetz Wealth Advisory 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 | $1.12M | Buy |
16,145
+11,484
| +246% | +$797K | 0.24% | 33 |
|
|
2025
Q1 | $330K | Sell |
4,661
-3,943
| -46% | -$280K | 0.08% | 69 |
|
|
2024
Q4 | $617K | Buy |
8,604
+65
| +0.8% | +$4.66K | 0.15% | 44 |
|
|
2024
Q3 | $722K | Hold |
8,539
| – | – | 0.18% | 41 |
|
|
2024
Q2 | $605K | Hold |
8,539
| – | – | 0.17% | 38 |
|
|
2024
Q1 | $546K | Sell |
8,539
-1,107
| -11% | -$70.7K | 0.13% | 48 |
|
|
2023
Q4 | $586K | Buy |
9,646
+1,183
| +14% | +$71.9K | 0.12% | 43 |
|
|
2023
Q3 | $485K | Buy |
8,463
+3,943
| +87% | +$226K | 0.11% | 46 |
|
|
2023
Q2 | $335K | Hold |
4,520
| – | – | 0.08% | 51 |
|
|
2023
Q1 | $348K | Hold |
4,520
| – | – | 0.08% | 48 |
|
|
2022
Q4 | $378K | Sell |
4,520
-17
| -0.4% | -$1.42K | 0.12% | 45 |
|
|
2022
Q3 | $356K | Buy |
4,537
+17
| +0.4% | +$1.33K | 0.12% | 48 |
|
|
2022
Q2 | $350K | Hold |
4,520
| – | – | 0.12% | 44 |
|
|
2022
Q1 | $383K | Sell |
4,520
-60
| -1% | -$5.08K | 0.12% | 46 |
|
|
2021
Q4 | $428K | Hold |
4,580
| – | – | 0.13% | 42 |
|
|
2021
Q3 | $360K | Hold |
4,580
| – | – | 0.12% | 40 |
|
|
2021
Q2 | $336K | Buy |
4,580
+60
| +1% | +$4.4K | 0.13% | 39 |
|
|
2021
Q1 | $342K | Hold |
4,520
| – | – | 0.14% | 36 |
|
|
2020
Q4 | $349K | Buy |
+4,520
| New | +$349K | 0.16% | 37 |
|