FMA 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 | $520K | Hold |
7,494
| – | – | 0.39% | 27 |
|
|
2025
Q1 | $526K | Hold |
7,494
| – | – | 0.4% | 26 |
|
|
2024
Q4 | $537K | Sell |
7,494
-600
| -7% | -$43K | 0.4% | 27 |
|
|
2024
Q3 | $684K | Sell |
8,094
-44
| -0.5% | -$3.72K | 0.5% | 27 |
|
|
2024
Q2 | $576K | Sell |
8,138
-418
| -5% | -$29.6K | 0.47% | 28 |
|
|
2024
Q1 | $547K | Hold |
8,556
| – | – | 0.45% | 28 |
|
|
2023
Q4 | $520K | Buy |
+8,556
| New | +$520K | 0.47% | 26 |
|