Fingerlakes Wealth Management’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 | $1.12M | Buy |
16,091
+150
| +0.9% | +$10.4K | 0.83% | 33 |
|
|
2025
Q1 | $1.13M | Buy |
15,941
+37
| +0.2% | +$2.62K | 0.96% | 30 |
|
|
2024
Q4 | $1.14M | Buy |
15,904
+81
| +0.5% | +$5.81K | 0.92% | 33 |
|
|
2024
Q3 | $1.34M | Buy |
15,823
+93
| +0.6% | +$7.86K | 1.11% | 30 |
|
|
2024
Q2 | $1.11M | Buy |
15,730
+107
| +0.7% | +$7.58K | 1% | 31 |
|
|
2024
Q1 | $998K | Buy |
15,623
+129
| +0.8% | +$8.25K | 0.96% | 32 |
|
|
2023
Q4 | $941K | Buy |
15,494
+114
| +0.7% | +$6.92K | 1.01% | 33 |
|
|
2023
Q3 | $881K | Sell |
15,380
-41
| -0.3% | -$2.35K | 1.08% | 32 |
|
|
2023
Q2 | $1.14M | Buy |
15,421
+95
| +0.6% | +$7.05K | 1.31% | 27 |
|
|
2023
Q1 | $1.18M | Buy |
15,326
+44
| +0.3% | +$3.39K | 1.47% | 21 |
|
|
2022
Q4 | $1.28M | Buy |
15,282
+74
| +0.5% | +$6.19K | 1.76% | 16 |
|
|
2022
Q3 | $1.19M | Buy |
15,208
+1,185
| +8% | +$92.9K | 1.74% | 17 |
|
|
2022
Q2 | $1.09M | Sell |
14,023
-976
| -7% | -$75.6K | 1.49% | 20 |
|
|
2022
Q1 | $1.27M | Buy |
14,999
+78
| +0.5% | +$6.61K | 1.49% | 19 |
|
|
2021
Q4 | $1.4M | Buy |
+14,921
| New | +$1.4M | 1.57% | 19 |
|