Fermata 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 | – | Sell |
-7,506
| Closed | -$532K | – | 259 |
|
|
2025
Q1 | $532K | Buy |
7,506
+3,210
| +75% | +$228K | 0.1% | 152 |
|
|
2024
Q4 | $308K | Sell |
4,296
-127
| -3% | -$9.11K | 0.06% | 199 |
|
|
2024
Q3 | $374K | Buy |
4,423
+310
| +8% | +$26.2K | 0.08% | 153 |
|
|
2024
Q2 | $291K | Sell |
4,113
-2,070
| -33% | -$147K | 0.07% | 167 |
|
|
2024
Q1 | $395K | Buy |
6,183
+2,675
| +76% | +$171K | 0.09% | 127 |
|
|
2023
Q4 | $213K | Sell |
3,508
-179
| -5% | -$10.9K | 0.05% | 169 |
|
|
2023
Q3 | $212K | Buy |
+3,687
| New | +$212K | 0.06% | 149 |
|
|
2023
Q1 | – | Sell |
-2,650
| Closed | -$222K | – | 122 |
|
|
2022
Q4 | $222K | Buy |
+2,650
| New | +$222K | 0.07% | 126 |
|
|
2022
Q3 | – | Sell |
-3,614
| Closed | -$280K | – | 152 |
|
|
2022
Q2 | $280K | Sell |
3,614
-742
| -17% | -$57.5K | 0.1% | 128 |
|
|
2022
Q1 | $369K | Sell |
4,356
-557
| -11% | -$47.2K | 0.14% | 109 |
|
|
2021
Q4 | $459K | Sell |
4,913
-273
| -5% | -$25.5K | 0.17% | 96 |
|
|
2021
Q3 | $407K | Sell |
5,186
-345
| -6% | -$27.1K | 0.18% | 95 |
|
|
2021
Q2 | $405K | Buy |
5,531
+1,874
| +51% | +$137K | 0.24% | 78 |
|
|
2021
Q1 | $279K | Buy |
+3,657
| New | +$279K | 0.23% | 63 |
|