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 | – | Sell |
-2,880
| Closed | -$204K | – | 82 |
|
|
2025
Q1 | $204K | Hold |
2,880
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $206K | Hold |
2,880
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $243K | Hold |
2,880
| – | – | 0.05% | 74 |
|
|
2024
Q2 | $204K | Buy |
+2,880
| New | +$204K | 0.04% | 73 |
|
|
2023
Q3 | – | Sell |
-2,880
| Closed | -$214K | – | 76 |
|
|
2023
Q2 | $214K | Sell |
2,880
-82
| -3% | -$6.08K | 0.05% | 73 |
|
|
2023
Q1 | $228K | Hold |
2,962
| – | – | 0.06% | 70 |
|
|
2022
Q4 | $248K | Sell |
2,962
-90
| -3% | -$7.52K | 0.07% | 61 |
|
|
2022
Q3 | $222K | Hold |
3,052
| – | – | 0.08% | 63 |
|
|
2022
Q2 | $236K | Sell |
3,052
-80
| -3% | -$6.19K | 0.08% | 66 |
|
|
2022
Q1 | $265K | Hold |
3,132
| – | – | 0.08% | 68 |
|
|
2021
Q4 | $292K | Buy |
3,132
+90
| +3% | +$8.39K | 0.09% | 68 |
|
|
2021
Q3 | $239K | Hold |
3,042
| – | – | 0.08% | 76 |
|
|
2021
Q2 | $223K | Hold |
3,042
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $230K | Buy |
+3,042
| New | +$230K | 0.09% | 72 |
|