Evanson Asset Management’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 | $282K | Buy |
4,059
+12
| +0.3% | +$833 | 0.02% | 267 |
|
|
2025
Q1 | $287K | Sell |
4,047
-288
| -7% | -$20.4K | 0.02% | 244 |
|
|
2024
Q4 | $311K | Buy |
4,335
+11
| +0.3% | +$789 | 0.02% | 235 |
|
|
2024
Q3 | $366K | Sell |
4,324
-71
| -2% | -$6K | 0.03% | 215 |
|
|
2024
Q2 | $311K | Sell |
4,395
-797
| -15% | -$56.4K | 0.02% | 227 |
|
|
2024
Q1 | $332K | Buy |
5,192
+1,540
| +42% | +$98.4K | 0.02% | 229 |
|
|
2023
Q4 | $222K | Buy |
+3,652
| New | +$222K | 0.02% | 266 |
|