Financial Perspectives’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 | $123K | Hold |
1,777
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $126K | Hold |
1,777
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $127K | Buy |
1,777
+321
| +22% | +$23K | 0.04% | 189 |
|
|
2024
Q3 | $123K | Hold |
1,456
| – | – | 0.04% | 190 |
|
|
2024
Q2 | $103K | Hold |
1,456
| – | – | 0.04% | 199 |
|
|
2024
Q1 | $93.1K | Hold |
1,456
| – | – | 0.04% | 209 |
|
|
2023
Q4 | $88.4K | Hold |
1,456
| – | – | 0.04% | 214 |
|
|
2023
Q3 | $83.4K | Hold |
1,456
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $108K | Hold |
1,456
| – | – | 0.05% | 182 |
|
|
2023
Q1 | $112K | Hold |
1,456
| – | – | 0.05% | 170 |
|
|
2022
Q4 | $122K | Hold |
1,456
| – | – | 0.06% | 158 |
|
|
2022
Q3 | $114K | Hold |
1,456
| – | – | 0.06% | 161 |
|
|
2022
Q2 | $113K | Hold |
1,456
| – | – | 0.06% | 162 |
|
|
2022
Q1 | $123K | Hold |
1,456
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $136K | Hold |
1,456
| – | – | 0.06% | 152 |
|
|
2021
Q3 | $114K | Hold |
1,456
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $107K | Sell |
1,456
-108,632
| -99% | -$7.96M | 0.05% | 180 |
|
|
2021
Q1 | $1.46M | Buy |
110,088
+109,228
| +12,701% | +$1.44M | 0.07% | 171 |
|
|
2020
Q4 | $66.3K | Hold |
860
| – | – | 0.04% | 200 |
|
|
2020
Q3 | $59.7K | Hold |
860
| – | – | 0.04% | 186 |
|
|
2020
Q2 | $51.6K | Hold |
860
| – | – | 0.04% | 190 |
|
|
2020
Q1 | $51.7K | Hold |
860
| – | – | 0.04% | 163 |
|
|
2019
Q4 | $52.1K | Buy |
+860
| New | +$52.1K | 0.04% | 174 |
|