Financial & Tax Architects’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Sell |
87,289
-7,024
| -7% | -$624K | 1.81% | 13 |
|
|
2025
Q4 | $7.57M | Sell |
94,313
-7,182
| -7% | -$595K | 1.7% | 19 |
|
|
2025
Q3 | $7.66M | Buy |
101,495
+6,072
| +6% | +$444K | 1.69% | 22 |
|
|
2025
Q2 | $6.62M | Buy |
95,423
+5,016
| +6% | +$348K | 1.61% | 24 |
|
|
2025
Q1 | $6.41M | Buy |
90,407
+5,283
| +6% | +$373K | 1.61% | 28 |
|
|
2024
Q4 | $6.1M | Buy |
85,124
+4,786
| +6% | +$372K | 1.55% | 25 |
|
|
2024
Q3 | $6.79M | Sell |
80,338
-2,150
| -3% | -$168K | 1.75% | 19 |
|
|
2024
Q2 | $5.84M | Sell |
82,488
-14,099
| -15% | -$1M | 1.57% | 26 |
|
|
2024
Q1 | $6.17M | Buy |
96,587
+9,908
| +11% | +$580K | 1.7% | 18 |
|
|
2023
Q4 | $5.26M | Buy |
86,679
+11,069
| +15% | +$631K | 1.56% | 28 |
|
|
2023
Q3 | $4.33M | Buy |
75,610
+9,611
| +15% | +$665K | 1.35% | 33 |
|
|
2023
Q2 | $4.9M | Buy |
65,999
+2,834
| +4% | +$215K | 1.51% | 31 |
|
|
2023
Q1 | $4.87M | Buy |
63,165
+4,568
| +8% | +$351K | 1.6% | 28 |
|
|
2022
Q4 | $4.79M | Sell |
58,597
-545
| -0.9% | -$44K | 1.64% | 25 |
|
|
2022
Q3 | $4.64M | Sell |
59,142
-160
| -0.3% | -$13.6K | 1.74% | 16 |
|
|
2022
Q2 | $4.59M | Buy |
59,302
+9,974
| +20% | +$759K | 1.74% | 21 |
|
|
2022
Q1 | $4.18M | Buy |
49,328
+4,762
| +11% | +$382K | 1.58% | 28 |
|
|
2021
Q4 | $4.16M | Buy |
44,566
+2,067
| +5% | +$179K | 1.7% | 18 |
|
|
2021
Q3 | $3.34M | Buy |
42,499
+3,727
| +10% | +$301K | 1.52% | 28 |
|
|
2021
Q2 | $2.84M | Buy |
38,772
+7,755
| +25% | +$582K | 1.39% | 34 |
|
|
2021
Q1 | $2.35M | Buy |
+31,017
| New | +$2.42M | 1.32% | 34 |
|
Other funds holding NEE
VCM
VPM
