Fortitude Advisory Group’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 | $213K | Sell |
3,075
-163
| -5% | -$11.3K | 0.12% | 183 |
|
|
2025
Q1 | $213K | Sell |
3,238
-74
| -2% | -$4.86K | 0.15% | 166 |
|
|
2024
Q4 | $237K | Sell |
3,312
-257
| -7% | -$18.4K | 0.14% | 153 |
|
|
2024
Q3 | $302K | Buy |
3,569
+473
| +15% | +$40K | 0.19% | 123 |
|
|
2024
Q2 | $219K | Sell |
3,096
-257
| -8% | -$18.2K | 0.13% | 162 |
|
|
2024
Q1 | $214K | Sell |
3,353
-5,543
| -62% | -$354K | 0.12% | 180 |
|
|
2023
Q4 | $540K | Buy |
8,896
+3,964
| +80% | +$241K | 0.33% | 66 |
|
|
2023
Q3 | $283K | Buy |
4,932
+1,591
| +48% | +$91.1K | 0.19% | 123 |
|
|
2023
Q2 | $248K | Sell |
3,341
-779
| -19% | -$57.8K | 0.18% | 146 |
|
|
2023
Q1 | $318K | Buy |
4,120
+120
| +3% | +$9.25K | 0.25% | 110 |
|
|
2022
Q4 | $334K | Buy |
4,000
+23
| +0.6% | +$1.92K | 0.28% | 99 |
|
|
2022
Q3 | $312K | Buy |
3,977
+212
| +6% | +$16.6K | 0.3% | 91 |
|
|
2022
Q2 | $292K | Hold |
3,765
| – | – | 0.27% | 104 |
|
|
2022
Q1 | $319K | Buy |
3,765
+73
| +2% | +$6.19K | 0.17% | 109 |
|
|
2021
Q4 | $345K | Buy |
+3,692
| New | +$345K | 0.17% | 105 |
|