Fortis Capital Advisors’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 |
-17,003
| Closed | -$1.21M | – | 268 |
|
|
2025
Q1 | $1.21M | Sell |
17,003
-1,383
| -8% | -$98K | 0.24% | 69 |
|
|
2024
Q4 | $1.48M | Buy |
18,386
+6,284
| +52% | +$506K | 0.51% | 38 |
|
|
2024
Q3 | $1.02M | Sell |
12,102
-4,867
| -29% | -$411K | 0.34% | 62 |
|
|
2024
Q2 | $1.2M | Sell |
16,969
-875
| -5% | -$62K | 0.43% | 40 |
|
|
2024
Q1 | $1.14M | Buy |
17,844
+10,601
| +146% | +$678K | 0.48% | 37 |
|
|
2023
Q4 | $440K | Buy |
7,243
+2,959
| +69% | +$180K | 0.24% | 65 |
|
|
2023
Q3 | $245K | Sell |
4,284
-962
| -18% | -$55.1K | 0.16% | 88 |
|
|
2023
Q2 | $389K | Buy |
5,246
+271
| +5% | +$20.1K | 0.23% | 59 |
|
|
2023
Q1 | $383K | Sell |
4,975
-214
| -4% | -$16.5K | 0.21% | 67 |
|
|
2022
Q4 | $434K | Buy |
+5,189
| New | +$434K | 0.26% | 58 |
|