FSA Wealth 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 | $143K | Sell |
2,055
-412
| -17% | -$28.6K | 0.06% | 69 |
|
|
2025
Q1 | $175K | Buy |
2,467
+412
| +20% | +$29.2K | 0.07% | 58 |
|
|
2024
Q4 | $147K | Hold |
2,055
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $174K | Buy |
+2,055
| New | +$174K | 0.07% | 63 |
|
|
2024
Q1 | $135K | Hold |
2,105
| – | – | 0.06% | 71 |
|
|
2023
Q4 | $128K | Buy |
+2,105
| New | +$128K | 0.06% | 73 |
|
|
2021
Q1 | – | Sell |
-10,716
| Closed | -$827K | – | 173 |
|
|
2020
Q4 | $827K | Hold |
10,716
| – | – | 0.41% | 21 |
|
|
2020
Q3 | $744K | Hold |
10,716
| – | – | 0.48% | 22 |
|
|
2020
Q2 | $643K | Hold |
10,716
| – | – | 0.44% | 24 |
|
|
2020
Q1 | $645K | Sell |
10,716
-168
| -2% | -$10.1K | 0.54% | 22 |
|
|
2019
Q4 | $659K | Buy |
+10,884
| New | +$659K | 0.46% | 22 |
|