Fi3 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 | $290K | Buy |
4,171
+513
| +14% | +$35.6K | 0.1% | 98 |
|
|
2025
Q1 | $259K | Sell |
3,658
-337
| -8% | -$23.9K | 0.11% | 95 |
|
|
2024
Q4 | $286K | Sell |
3,995
-30
| -0.7% | -$2.15K | 0.11% | 80 |
|
|
2024
Q3 | $340K | Buy |
4,025
+85
| +2% | +$7.19K | 0.14% | 61 |
|
|
2024
Q2 | $279K | Sell |
3,940
-140
| -3% | -$9.91K | 0.12% | 61 |
|
|
2024
Q1 | $286K | Buy |
+4,080
| New | +$286K | 0.13% | 59 |
|
|
2023
Q4 | – | Sell |
-3,580
| Closed | -$205K | – | 78 |
|
|
2023
Q3 | $205K | Buy |
+3,580
| New | +$205K | 0.11% | 64 |
|
|
2023
Q1 | – | Sell |
-3,158
| Closed | -$264K | – | 80 |
|
|
2022
Q4 | $264K | Buy |
+3,158
| New | +$264K | 0.15% | 51 |
|