Frazier Financial 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 | $199K | Hold |
2,860
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $203K | Sell |
2,860
-46
| -2% | -$3.26K | 0.16% | 50 |
|
|
2024
Q4 | $209K | Sell |
2,906
-42
| -1% | -$3.01K | 0.17% | 50 |
|
|
2024
Q3 | $249K | Sell |
2,948
-2,211
| -43% | -$187K | 0.19% | 46 |
|
|
2024
Q2 | $365K | Sell |
5,159
-103
| -2% | -$7.29K | 0.29% | 37 |
|
|
2024
Q1 | $336K | Buy |
5,262
+2,382
| +83% | +$152K | 0.28% | 36 |
|
|
2023
Q4 | $175K | Buy |
+2,880
| New | +$175K | 0.15% | 52 |
|