Evergreen Private Wealth’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 | $128K | Sell |
1,846
-408
| -18% | -$28.3K | 0.05% | 84 |
|
|
2025
Q1 | $160K | Buy |
2,254
+1
| +0% | +$71 | 0.07% | 77 |
|
|
2024
Q4 | $161K | Buy |
2,253
+13
| +0.6% | +$932 | 0.08% | 76 |
|
|
2024
Q3 | $189K | Sell |
2,240
-18
| -0.8% | -$1.52K | 0.09% | 69 |
|
|
2024
Q2 | $160K | Buy |
2,258
+102
| +5% | +$7.22K | 0.08% | 73 |
|
|
2024
Q1 | $138K | Buy |
2,156
+438
| +25% | +$28K | 0.07% | 89 |
|
|
2023
Q4 | $104K | Buy |
+1,718
| New | +$104K | 0.06% | 89 |
|