Evoke 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 | $1.12M | Buy |
16,188
+2,013
| +14% | +$140K | 0.03% | 215 |
|
|
2025
Q1 | $1M | Buy |
14,175
+546
| +4% | +$38.7K | 0.03% | 199 |
|
|
2024
Q4 | $977K | Buy |
13,629
+717
| +6% | +$51.4K | 0.03% | 190 |
|
|
2024
Q3 | $1.09M | Buy |
+12,912
| New | +$1.09M | 0.03% | 179 |
|
|
2024
Q2 | – | Sell |
-11,372
| Closed | -$727K | – | 291 |
|
|
2024
Q1 | $727K | Buy |
+11,372
| New | +$727K | 0.02% | 202 |
|
|
2023
Q4 | – | Sell |
-10,662
| Closed | -$611K | – | 260 |
|
|
2023
Q3 | $611K | Sell |
10,662
-613
| -5% | -$35.1K | 0.02% | 218 |
|
|
2023
Q2 | $837K | Buy |
11,275
+809
| +8% | +$60K | 0.03% | 175 |
|
|
2023
Q1 | $807K | Buy |
10,466
+210
| +2% | +$16.2K | 0.03% | 174 |
|
|
2022
Q4 | $857K | Sell |
10,256
-1,366
| -12% | -$114K | 0.03% | 175 |
|
|
2022
Q3 | $911K | Buy |
11,622
+1,025
| +10% | +$80.3K | 0.04% | 162 |
|
|
2022
Q2 | $821K | Buy |
10,597
+117
| +1% | +$9.07K | 0.03% | 175 |
|
|
2022
Q1 | $888K | Buy |
10,480
+233
| +2% | +$19.7K | 0.03% | 187 |
|
|
2021
Q4 | $957K | Buy |
10,247
+6
| +0.1% | +$560 | 0.03% | 185 |
|
|
2021
Q3 | $804K | Sell |
10,241
-73
| -0.7% | -$5.73K | 0.03% | 186 |
|
|
2021
Q2 | $756K | Sell |
10,314
-95
| -0.9% | -$6.96K | 0.03% | 197 |
|
|
2021
Q1 | $787K | Buy |
10,409
+1,948
| +23% | +$147K | 0.04% | 171 |
|
|
2020
Q4 | $653K | Buy |
8,461
+1,661
| +24% | +$128K | 0.04% | 128 |
|
|
2020
Q3 | $472K | Sell |
6,800
-20
| -0.3% | -$1.39K | 0.04% | 139 |
|
|
2020
Q2 | $410K | Sell |
6,820
-1,952
| -22% | -$117K | 0.04% | 129 |
|
|
2020
Q1 | $528K | Sell |
8,772
-3,552
| -29% | -$214K | 0.08% | 94 |
|
|
2019
Q4 | $746K | Buy |
12,324
+1,548
| +14% | +$93.7K | 0.09% | 96 |
|
|
2019
Q3 | $628K | Buy |
+10,776
| New | +$628K | 0.08% | 131 |
|