Forum Financial 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 | $608K | Sell |
8,762
-1,002
| -10% | -$69.6K | 0.01% | 345 |
|
|
2025
Q1 | $692K | Sell |
9,764
-192
| -2% | -$13.6K | 0.01% | 276 |
|
|
2024
Q4 | $714K | Buy |
9,956
+3,164
| +47% | +$227K | 0.01% | 272 |
|
|
2024
Q3 | $574K | Buy |
6,792
+218
| +3% | +$18.4K | 0.01% | 288 |
|
|
2024
Q2 | $465K | Buy |
6,574
+189
| +3% | +$13.4K | 0.01% | 328 |
|
|
2024
Q1 | $408K | Buy |
6,385
+562
| +10% | +$35.9K | 0.01% | 394 |
|
|
2023
Q4 | $354K | Sell |
5,823
-433
| -7% | -$26.3K | 0.01% | 390 |
|
|
2023
Q3 | $358K | Sell |
6,256
-289
| -4% | -$16.6K | 0.01% | 366 |
|
|
2023
Q2 | $486K | Buy |
6,545
+215
| +3% | +$16K | 0.01% | 302 |
|
|
2023
Q1 | $488K | Buy |
6,330
+1,888
| +43% | +$146K | 0.01% | 270 |
|
|
2022
Q4 | $371K | Buy |
4,442
+22
| +0.5% | +$1.84K | 0.01% | 327 |
|
|
2022
Q3 | $347K | Sell |
4,420
-31
| -0.7% | -$2.43K | 0.02% | 306 |
|
|
2022
Q2 | $345K | Buy |
4,451
+946
| +27% | +$73.3K | 0.02% | 313 |
|
|
2022
Q1 | $296K | Sell |
3,505
-49
| -1% | -$4.14K | 0.01% | 399 |
|
|
2021
Q4 | $332K | Buy |
+3,554
| New | +$332K | 0.02% | 370 |
|