Focus Partners Wealth’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 | $60.8M | Sell |
875,179
-7,308
| -0.8% | -$507K | 0.13% | 160 |
|
|
2025
Q1 | $62.6M | Buy |
882,487
+6,855
| +0.8% | +$486K | 0.16% | 134 |
|
|
2024
Q4 | $62.8M | Buy |
875,632
+159,105
| +22% | +$11.4M | 0.16% | 124 |
|
|
2024
Q3 | $85.9M | Buy |
716,527
+253,694
| +55% | +$30.4M | 0.27% | 78 |
|
|
2024
Q2 | $32.8M | Buy |
462,833
+17,583
| +4% | +$1.25M | 0.11% | 184 |
|
|
2024
Q1 | $28.5M | Buy |
445,250
+295,454
| +197% | +$18.9M | 0.23% | 112 |
|
|
2023
Q4 | $9.1M | Buy |
+149,796
| New | +$9.1M | 0.12% | 165 |
|