Foster Victor Wealth 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 | $7.27M | Buy |
98,683
+5,159
| +6% | +$380K | 0.49% | 81 |
|
|
2025
Q1 | $6.15M | Buy |
93,524
+11,797
| +14% | +$776K | 0.49% | 82 |
|
|
2024
Q4 | $5.78M | Buy |
81,727
+6,086
| +8% | +$431K | 0.44% | 89 |
|
|
2024
Q3 | $6.1M | Buy |
75,641
+2,868
| +4% | +$231K | 0.49% | 85 |
|
|
2024
Q2 | $5.23M | Buy |
+72,773
| New | +$5.23M | 0.44% | 88 |
|
|
2023
Q2 | – | Sell |
-2,964
| Closed | -$229K | – | 164 |
|
|
2023
Q1 | $229K | Buy |
2,964
+550
| +23% | +$42.4K | 0.03% | 148 |
|
|
2022
Q4 | $202K | Buy |
+2,414
| New | +$202K | 0.03% | 151 |
|
|
2022
Q2 | – | Sell |
-2,904
| Closed | -$251K | – | 146 |
|
|
2022
Q1 | $251K | Buy |
2,904
+7
| +0.2% | +$605 | 0.03% | 120 |
|
|
2021
Q4 | $247K | Buy |
+2,897
| New | +$247K | 0.03% | 129 |
|