Fidelis Capital Partners’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 | $1.31M | Buy |
18,640
+1,096
| +6% | +$77.3K | 0.12% | 141 |
|
2025
Q1 | $1.16M | Sell |
17,544
-3
| -0% | -$198 | 0.12% | 137 |
|
2024
Q4 | $1.25M | Buy |
17,547
+1,005
| +6% | +$71.4K | 0.12% | 139 |
|
2024
Q3 | $1.41M | Sell |
16,542
-204
| -1% | -$17.3K | 0.17% | 112 |
|
2024
Q2 | $1.3M | Buy |
16,746
+69
| +0.4% | +$5.35K | 0.19% | 94 |
|
2024
Q1 | $1.07M | Sell |
16,677
-849
| -5% | -$54.3K | 0.16% | 119 |
|
2023
Q4 | $1.06M | Buy |
17,526
+4,256
| +32% | +$259K | 0.24% | 89 |
|
2023
Q3 | $758K | Sell |
13,270
-88
| -0.7% | -$5.03K | 0.26% | 88 |
|
2023
Q2 | $991K | Buy |
13,358
+339
| +3% | +$25.2K | 0.36% | 71 |
|
2023
Q1 | $983K | Buy |
13,019
+10,538
| +425% | +$796K | 0.42% | 62 |
|
2022
Q4 | $209K | Buy |
+2,481
| New | +$209K | 0.25% | 106 |
|