First Pacific Financial’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 | $630K | Sell |
9,073
-1,021
| -10% | -$70.9K | 0.09% | 113 |
|
2025
Q1 | $716K | Sell |
10,094
-26
| -0.3% | -$1.84K | 0.15% | 83 |
|
2024
Q4 | $725K | Sell |
10,120
-199
| -2% | -$14.3K | 0.17% | 90 |
|
2024
Q3 | $872K | Buy |
10,319
+87
| +0.9% | +$7.35K | 0.2% | 78 |
|
2024
Q2 | $725K | Buy |
10,232
+460
| +5% | +$32.6K | 0.19% | 76 |
|
2024
Q1 | $625K | Buy |
9,772
+887
| +10% | +$56.7K | 0.17% | 87 |
|
2023
Q4 | $540K | Buy |
8,885
+177
| +2% | +$10.8K | 0.16% | 89 |
|
2023
Q3 | $499K | Buy |
8,708
+72
| +0.8% | +$4.13K | 0.22% | 80 |
|
2023
Q2 | $641K | Buy |
8,636
+186
| +2% | +$13.8K | 0.27% | 77 |
|
2023
Q1 | $651K | Sell |
8,450
-60
| -0.7% | -$4.63K | 0.3% | 76 |
|
2022
Q4 | $711K | Buy |
8,510
+221
| +3% | +$18.5K | 0.35% | 72 |
|
2022
Q3 | $650K | Buy |
8,289
+389
| +5% | +$30.5K | 0.37% | 65 |
|
2022
Q2 | $612K | Sell |
7,900
-8
| -0.1% | -$620 | 0.29% | 76 |
|
2022
Q1 | $670K | Buy |
7,908
+149
| +2% | +$12.6K | 0.34% | 64 |
|
2021
Q4 | $724K | Buy |
7,759
+238
| +3% | +$22.2K | 0.35% | 67 |
|
2021
Q3 | $591K | Buy |
7,521
+144
| +2% | +$11.3K | 0.31% | 72 |
|
2021
Q2 | $541K | Buy |
7,377
+814
| +12% | +$59.7K | 0.3% | 74 |
|
2021
Q1 | $496K | Sell |
6,563
-104
| -2% | -$7.86K | 0.31% | 69 |
|
2020
Q4 | $514K | Buy |
+6,667
| New | +$514K | 0.31% | 52 |
|