Gen-Wealth Partners’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 | $530K | Buy |
7,640
+33
| +0.4% | +$2.29K | 0.2% | 125 |
|
|
2025
Q1 | $539K | Sell |
7,607
-311
| -4% | -$22K | 0.23% | 121 |
|
|
2024
Q4 | $568K | Sell |
7,918
-247
| -3% | -$17.7K | 0.24% | 109 |
|
|
2024
Q3 | $646K | Sell |
8,165
-795
| -9% | -$62.9K | 0.28% | 83 |
|
|
2024
Q2 | $634K | Sell |
8,960
-1,397
| -13% | -$98.9K | 0.31% | 75 |
|
|
2024
Q1 | $662K | Buy |
+10,357
| New | +$662K | 0.33% | 68 |
|