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Fiduciary Alliance’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Sell |
118,923
-1,709
| -1% | -$119K | 0.62% | 37 |
|
|
2025
Q1 | $8.55M | Buy |
120,632
+7,963
| +7% | +$564K | 0.84% | 28 |
|
|
2024
Q4 | $8.08M | Buy |
112,669
+9,039
| +9% | +$648K | 0.82% | 29 |
|
|
2024
Q3 | $8.76M | Buy |
103,630
+8,056
| +8% | +$681K | 1.16% | 25 |
|
|
2024
Q2 | $6.74M | Buy |
95,574
+3,850
| +4% | +$271K | 1.09% | 31 |
|
|
2024
Q1 | $5.81M | Sell |
91,724
-12,615
| -12% | -$800K | 1.03% | 31 |
|
|
2023
Q4 | $6.34M | Sell |
104,339
-10,929
| -9% | -$664K | 1.25% | 25 |
|
|
2023
Q3 | $6.6M | Buy |
115,268
+1,419
| +1% | +$81.3K | 1.53% | 21 |
|
|
2023
Q2 | $8.45M | Buy |
113,849
+6,969
| +7% | +$517K | 1.81% | 12 |
|
|
2023
Q1 | $8.24M | Buy |
106,880
+2,907
| +3% | +$224K | 2.07% | 12 |
|
|
2022
Q4 | $8.69M | Buy |
+103,973
| New | +$8.69M | 2.25% | 13 |
|