Fairfield Financial Advisors’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 | $898K | Buy |
12,941
+212
| +2% | +$14.7K | 0.31% | 45 |
|
|
2025
Q1 | $902K | Buy |
12,729
+611
| +5% | +$43.3K | 0.34% | 44 |
|
|
2024
Q4 | $869K | Sell |
12,118
-1,513
| -11% | -$108K | 0.31% | 41 |
|
|
2024
Q3 | $1.15M | Sell |
13,631
-7,083
| -34% | -$599K | 0.39% | 40 |
|
|
2024
Q2 | $1.47M | Buy |
+20,714
| New | +$1.47M | 0.43% | 35 |
|
|
2023
Q4 | $2.19M | Sell |
36,136
-12,589
| -26% | -$765K | 0.84% | 25 |
|
|
2023
Q3 | $2.79M | Sell |
48,725
-3,951
| -8% | -$226K | 1.17% | 23 |
|
|
2023
Q2 | $3.91M | Sell |
52,676
-313
| -0.6% | -$23.2K | 1.56% | 19 |
|
|
2023
Q1 | $4.06M | Sell |
52,989
-1,705
| -3% | -$131K | 1.76% | 16 |
|
|
2022
Q4 | $4.57M | Sell |
54,694
-2,878
| -5% | -$241K | 2.1% | 16 |
|
|
2022
Q3 | $4.51M | Sell |
57,572
-1,088
| -2% | -$85.3K | 2.14% | 16 |
|
|
2022
Q2 | $4.54M | Sell |
58,660
-6,357
| -10% | -$492K | 2.1% | 16 |
|
|
2022
Q1 | $5.51M | Buy |
+65,017
| New | +$5.51M | 1.99% | 16 |
|