GoalFusion 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 | $323K | Hold |
4,660
| – | – | 0.17% | 22 |
|
|
2025
Q1 | $330K | Hold |
4,660
| – | – | 0.18% | 19 |
|
|
2024
Q4 | $334K | Hold |
4,660
| – | – | 0.18% | 21 |
|
|
2024
Q3 | $394K | Hold |
4,660
| – | – | 0.22% | 19 |
|
|
2024
Q2 | $330K | Hold |
4,660
| – | – | 0.21% | 20 |
|
|
2024
Q1 | $298K | Hold |
4,660
| – | – | 0.19% | 23 |
|
|
2023
Q4 | $283K | Hold |
4,660
| – | – | 0.19% | 24 |
|
|
2023
Q3 | $267K | Hold |
4,660
| – | – | 0.2% | 23 |
|
|
2023
Q2 | $346K | Hold |
4,660
| – | – | 0.25% | 20 |
|
|
2023
Q1 | $359K | Hold |
4,660
| – | – | 0.28% | 17 |
|
|
2022
Q4 | $348K | Hold |
4,660
| – | – | 0.28% | 14 |
|
|
2022
Q3 | $365K | Hold |
4,660
| – | – | 0.35% | 13 |
|
|
2022
Q2 | $361K | Hold |
4,660
| – | – | 0.34% | 13 |
|
|
2022
Q1 | $395K | Buy |
+4,660
| New | +$395K | 0.34% | 13 |
|