GeoWealth 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 | $240K | Sell |
3,456
-1,092
| -24% | -$75.8K | 0.01% | 611 |
|
|
2025
Q1 | $322K | Sell |
4,548
-8,623
| -65% | -$611K | 0.01% | 533 |
|
|
2024
Q4 | $944K | Sell |
13,171
-1,221
| -8% | -$87.5K | 0.03% | 309 |
|
|
2024
Q3 | $1.22M | Sell |
14,392
-1,120
| -7% | -$94.7K | 0.04% | 265 |
|
|
2024
Q2 | $1.1M | Buy |
15,512
+2,276
| +17% | +$161K | 0.05% | 249 |
|
|
2024
Q1 | $846K | Buy |
13,236
+3,697
| +39% | +$236K | 0.03% | 328 |
|
|
2023
Q4 | $580K | Buy |
9,539
+3,572
| +60% | +$217K | 0.05% | 303 |
|
|
2023
Q3 | $342K | Buy |
5,967
+5,702
| +2,152% | +$327K | 0.04% | 226 |
|
|
2023
Q2 | $20K | Sell |
265
-284
| -52% | -$21.4K | ﹤0.01% | 371 |
|
|
2023
Q1 | $42K | Buy |
549
+304
| +124% | +$23.3K | ﹤0.01% | 293 |
|
|
2022
Q4 | $20K | Sell |
245
-35
| -13% | -$2.86K | ﹤0.01% | 319 |
|
|
2022
Q3 | $22K | Buy |
280
+24
| +9% | +$1.89K | ﹤0.01% | 311 |
|
|
2022
Q2 | $20K | Buy |
256
+27
| +12% | +$2.11K | ﹤0.01% | 303 |
|
|
2022
Q1 | $19K | Buy |
229
+4
| +2% | +$332 | ﹤0.01% | 371 |
|
|
2021
Q4 | $21K | Sell |
225
-5
| -2% | -$467 | ﹤0.01% | 355 |
|
|
2021
Q3 | $18K | Sell |
230
-479
| -68% | -$37.5K | ﹤0.01% | 375 |
|
|
2021
Q2 | $52K | Buy |
+709
| New | +$52K | 0.01% | 254 |
|