Foguth 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 | – | Sell |
-2,843
| Closed | -$202K | – | 154 |
|
|
2025
Q1 | $202K | Sell |
2,843
-591
| -17% | -$41.9K | 0.05% | 148 |
|
|
2024
Q4 | $250K | Sell |
3,434
-177
| -5% | -$12.9K | 0.07% | 129 |
|
|
2024
Q3 | $291K | Sell |
3,611
-534
| -13% | -$43K | 0.11% | 102 |
|
|
2024
Q2 | $294K | Buy |
4,145
+419
| +11% | +$29.7K | 0.13% | 100 |
|
|
2024
Q1 | $238K | Buy |
+3,726
| New | +$238K | 0.13% | 114 |
|