ERn Financial LLC’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 |
-3,028
| Closed | -$217K | – | 191 |
|
|
2024
Q4 | $217K | Buy |
+3,028
| New | +$217K | 0.03% | 184 |
|
|
2023
Q4 | – | Sell |
-10,677
| Closed | -$612K | – | 172 |
|
|
2023
Q3 | $612K | Sell |
10,677
-970
| -8% | -$55.6K | 0.13% | 108 |
|
|
2023
Q2 | $864K | Buy |
11,647
+463
| +4% | +$34.4K | 0.18% | 93 |
|
|
2023
Q1 | $862K | Buy |
11,184
+2,033
| +22% | +$157K | 0.19% | 92 |
|
|
2022
Q4 | $765K | Buy |
9,151
+866
| +10% | +$72.4K | 0.17% | 96 |
|
|
2022
Q3 | $650K | Buy |
8,285
+479
| +6% | +$37.6K | 0.17% | 95 |
|
|
2022
Q2 | $605K | Buy |
7,806
+2,936
| +60% | +$228K | 0.15% | 97 |
|
|
2022
Q1 | $413K | Sell |
4,870
-199
| -4% | -$16.9K | 0.09% | 123 |
|
|
2021
Q4 | $473K | Hold |
5,069
| – | – | 0.11% | 103 |
|
|
2021
Q3 | $398K | Sell |
5,069
-170
| -3% | -$13.3K | 0.1% | 100 |
|
|
2021
Q2 | $384K | Buy |
+5,239
| New | +$384K | 0.14% | 73 |
|