Farther Finance 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 | $4.85M | Buy |
69,838
+19,751
| +39% | +$1.37M | 0.1% | 195 |
|
2025
Q1 | $3.55M | Buy |
50,087
+11,665
| +30% | +$827K | 0.09% | 205 |
|
2024
Q4 | $2.75M | Buy |
38,422
+2,608
| +7% | +$187K | 0.1% | 166 |
|
2024
Q3 | $3.03M | Sell |
35,814
-19,012
| -35% | -$1.61M | 0.11% | 151 |
|
2024
Q2 | $3.83M | Buy |
54,826
+69
| +0.1% | +$4.82K | 0.19% | 94 |
|
2024
Q1 | $3.47M | Buy |
54,757
+6,832
| +14% | +$433K | 0.21% | 90 |
|
2023
Q4 | $2.91M | Buy |
47,925
+9,209
| +24% | +$559K | 0.21% | 95 |
|
2023
Q3 | $2.22M | Buy |
38,716
+27,317
| +240% | +$1.56M | 0.35% | 57 |
|
2023
Q2 | $846K | Sell |
11,399
-328
| -3% | -$24.3K | 0.18% | 103 |
|
2023
Q1 | $904K | Buy |
11,727
+9,381
| +400% | +$723K | 0.26% | 77 |
|
2022
Q4 | $196K | Buy |
+2,346
| New | +$196K | 0.08% | 225 |
|