Exeter Financial’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 | $266K | Hold |
3,828
| – | – | 0.12% | 85 |
|
|
2025
Q1 | $271K | Hold |
3,828
| – | – | 0.12% | 83 |
|
|
2024
Q4 | $274K | Sell |
3,828
-100
| -3% | -$7.17K | 0.13% | 81 |
|
|
2024
Q3 | $332K | Buy |
3,928
+100
| +3% | +$8.45K | 0.15% | 79 |
|
|
2024
Q2 | $271K | Sell |
3,828
-396
| -9% | -$28K | 0.13% | 82 |
|
|
2024
Q1 | $269K | Hold |
4,224
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $262K | Hold |
4,224
| – | – | 0.13% | 81 |
|
|
2023
Q3 | $242K | Hold |
4,224
| – | – | 0.13% | 83 |
|
|
2023
Q2 | $305K | Hold |
4,224
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $331K | Hold |
4,224
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $353K | Hold |
4,224
| – | – | 0.18% | 74 |
|
|
2022
Q3 | $331K | Hold |
4,224
| – | – | 0.19% | 70 |
|
|
2022
Q2 | $327K | Hold |
4,224
| – | – | 0.18% | 75 |
|
|
2022
Q1 | $358K | Hold |
4,224
| – | – | 0.19% | 73 |
|
|
2021
Q4 | $356K | Hold |
4,224
| – | – | 0.2% | 69 |
|
|
2021
Q3 | $332K | Sell |
4,224
-220
| -5% | -$17.3K | 0.2% | 71 |
|
|
2021
Q2 | $330K | Buy |
4,444
+220
| +5% | +$16.3K | 0.19% | 72 |
|
|
2021
Q1 | $319K | Hold |
4,224
| – | – | 0.2% | 68 |
|
|
2020
Q4 | $326K | Hold |
4,224
| – | – | 0.23% | 66 |
|
|
2020
Q3 | $293K | Hold |
4,224
| – | – | 0.23% | 66 |
|
|
2020
Q2 | $254K | Hold |
4,224
| – | – | 0.21% | 67 |
|
|
2020
Q1 | $254K | Sell |
4,224
-360
| -8% | -$21.6K | 0.24% | 65 |
|
|
2019
Q4 | $278K | Hold |
4,584
| – | – | 0.22% | 65 |
|
|
2019
Q3 | $267K | Hold |
4,584
| – | – | 0.21% | 66 |
|
|
2019
Q2 | $235K | Hold |
4,584
| – | – | 0.2% | 66 |
|
|
2019
Q1 | $222K | Buy |
+4,584
| New | +$222K | 0.19% | 66 |
|