Global Assets Advisory’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 | $553K | Sell |
7,573
-12,386
| -62% | -$905K | 0.22% | 104 |
|
|
2025
Q1 | $1.35M | Buy |
19,959
+12,813
| +179% | +$865K | 0.25% | 86 |
|
|
2024
Q4 | $512K | Buy |
7,146
+126
| +2% | +$9.02K | 0.28% | 85 |
|
|
2024
Q3 | $599K | Buy |
+7,020
| New | +$599K | 0.33% | 71 |
|
|
2024
Q2 | – | Sell |
-425,735
| Closed | -$6.72M | – | 346 |
|
|
2024
Q1 | $6.72M | Buy |
+425,735
| New | +$6.72M | 0.31% | 69 |
|
|
2023
Q4 | – | Sell |
-6,936
| Closed | -$397K | – | 101 |
|
|
2023
Q3 | $397K | Buy |
6,936
+190
| +3% | +$10.9K | 0.35% | 75 |
|
|
2023
Q2 | $501K | Buy |
6,746
+27
| +0.4% | +$2K | 0.46% | 64 |
|
|
2023
Q1 | $526K | Sell |
6,719
-245
| -4% | -$19.2K | 0.54% | 58 |
|
|
2022
Q4 | $582K | Buy |
6,964
+119
| +2% | +$9.95K | 0.61% | 46 |
|
|
2022
Q3 | $530K | Buy |
6,845
+1,658
| +32% | +$128K | 0.54% | 51 |
|
|
2022
Q2 | $418K | Buy |
+5,187
| New | +$418K | 0.9% | 30 |
|