GoalVest 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 | $385K | Sell |
5,544
-3,721
| -40% | -$258K | 0.1% | 94 |
|
|
2025
Q1 | $657K | Buy |
9,265
+303
| +3% | +$21.5K | 0.18% | 79 |
|
|
2024
Q4 | $642K | Sell |
8,962
-650
| -7% | -$46.6K | 0.18% | 82 |
|
|
2024
Q3 | $813K | Sell |
9,612
-461
| -5% | -$39K | 0.23% | 71 |
|
|
2024
Q2 | $713K | Sell |
10,073
-1,005
| -9% | -$71.2K | 0.23% | 69 |
|
|
2024
Q1 | $708K | Buy |
11,078
+9,444
| +578% | +$604K | 0.24% | 69 |
|
|
2023
Q4 | $99.2K | Buy |
1,634
+775
| +90% | +$47.1K | 0.04% | 93 |
|
|
2023
Q3 | $49.2K | Buy |
859
+85
| +11% | +$4.87K | 0.02% | 145 |
|
|
2023
Q2 | $57.4K | Sell |
774
-1,251
| -62% | -$92.8K | 0.03% | 133 |
|
|
2023
Q1 | $156K | Sell |
2,025
-238
| -11% | -$18.3K | 0.09% | 74 |
|
|
2022
Q4 | $189K | Hold |
2,263
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $177K | Sell |
2,263
-10,140
| -82% | -$793K | 0.12% | 79 |
|
|
2022
Q2 | $981K | Buy |
12,403
+265
| +2% | +$21K | 0.62% | 47 |
|
|
2022
Q1 | $1.03M | Buy |
+12,138
| New | +$1.03M | 0.58% | 45 |
|
|
2021
Q2 | $806K | Buy |
10,998
+655
| +6% | +$48K | 0.5% | 55 |
|
|
2021
Q1 | $782K | Buy |
10,343
+3,861
| +60% | +$292K | 0.58% | 57 |
|
|
2020
Q4 | $500K | Buy |
+6,482
| New | +$500K | 0.42% | 71 |
|