Fiduciary Family Office’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 | $812K | Buy |
11,701
+874
| +8% | +$60.7K | 0.27% | 74 |
|
|
2025
Q1 | $768K | Buy |
+10,827
| New | +$768K | 0.26% | 86 |
|
|
2024
Q4 | – | Sell |
-13,496
| Closed | -$1.14M | – | 175 |
|
|
2024
Q3 | $1.14M | Buy |
13,496
+139
| +1% | +$11.8K | 0.38% | 58 |
|
|
2024
Q2 | $946K | Sell |
13,357
-1,321
| -9% | -$93.5K | 0.37% | 68 |
|
|
2024
Q1 | $938K | Buy |
14,678
+5,675
| +63% | +$363K | 0.37% | 73 |
|
|
2023
Q4 | $547K | Buy |
+9,003
| New | +$547K | 0.24% | 108 |
|