Ethos Financial 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 | $3.42M | Sell |
49,250
-5,021
| -9% | -$349K | 0.29% | 83 |
|
|
2025
Q1 | $3.85M | Buy |
54,271
+45,992
| +556% | +$3.27M | 0.37% | 65 |
|
|
2024
Q4 | $594K | Sell |
8,279
-332
| -4% | -$23.8K | 0.08% | 143 |
|
|
2024
Q3 | $728K | Sell |
8,611
-1,323
| -13% | -$112K | 0.12% | 98 |
|
|
2024
Q2 | $710K | Sell |
9,934
-762
| -7% | -$54.5K | 0.13% | 101 |
|
|
2024
Q1 | $684K | Sell |
10,696
-356
| -3% | -$22.8K | 0.13% | 108 |
|
|
2023
Q4 | $671K | Buy |
11,052
+378
| +4% | +$23K | 0.14% | 107 |
|
|
2023
Q3 | $612K | Sell |
10,674
-100
| -0.9% | -$5.73K | 0.16% | 82 |
|
|
2023
Q2 | $835K | Hold |
10,774
| – | – | 0.28% | 55 |
|
|
2023
Q1 | $835K | Buy |
10,774
+380
| +4% | +$29.5K | 0.26% | 61 |
|
|
2022
Q4 | $875K | Buy |
+10,394
| New | +$875K | 0.3% | 53 |
|