Everhart 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 | $913K | Buy |
13,157
+862
| +7% | +$59.8K | 0.11% | 129 |
|
|
2025
Q1 | $872K | Sell |
12,295
-246
| -2% | -$17.4K | 0.12% | 123 |
|
|
2024
Q4 | $899K | Sell |
12,541
-1,171
| -9% | -$83.9K | 0.19% | 111 |
|
|
2024
Q3 | $1.16M | Buy |
13,712
+1,910
| +16% | +$161K | 0.26% | 79 |
|
|
2024
Q2 | $836K | Buy |
11,802
+4,711
| +66% | +$334K | 0.22% | 98 |
|
|
2024
Q1 | $453K | Buy |
7,091
+2,251
| +47% | +$144K | 0.13% | 162 |
|
|
2023
Q4 | $294K | Buy |
4,840
+363
| +8% | +$22K | 0.1% | 182 |
|
|
2023
Q3 | $256K | Sell |
4,477
-4,999
| -53% | -$286K | 0.11% | 175 |
|
|
2023
Q2 | $703K | Buy |
9,476
+170
| +2% | +$12.6K | 0.29% | 72 |
|
|
2023
Q1 | $717K | Sell |
9,306
-1,492
| -14% | -$115K | 0.32% | 62 |
|
|
2022
Q4 | $903K | Buy |
10,798
+1,251
| +13% | +$105K | 0.45% | 44 |
|
|
2022
Q3 | $748K | Buy |
9,547
+1,083
| +13% | +$84.9K | 0.41% | 44 |
|
|
2022
Q2 | $656K | Buy |
8,464
+1,306
| +18% | +$101K | 0.4% | 51 |
|
|
2022
Q1 | $606K | Buy |
7,158
+1,467
| +26% | +$124K | 0.35% | 61 |
|
|
2021
Q4 | $531K | Buy |
5,691
+2,932
| +106% | +$274K | 0.32% | 58 |
|
|
2021
Q3 | $217K | Sell |
2,759
-662
| -19% | -$52.1K | 0.15% | 97 |
|
|
2021
Q2 | $251K | Sell |
3,421
-226
| -6% | -$16.6K | 0.17% | 82 |
|
|
2021
Q1 | $276K | Buy |
3,647
+118
| +3% | +$8.93K | 0.24% | 62 |
|
|
2020
Q4 | $272K | Buy |
+3,529
| New | +$272K | 0.25% | 62 |
|