Goepper Burkhardt’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 | $482K | Sell |
6,948
-185
| -3% | -$12.8K | 0.18% | 61 |
|
|
2025
Q1 | $506K | Sell |
7,133
-720
| -9% | -$51K | 0.2% | 58 |
|
|
2024
Q4 | $563K | Sell |
7,853
-1,021
| -12% | -$73.2K | 0.23% | 45 |
|
|
2024
Q3 | $750K | Buy |
8,874
+400
| +5% | +$33.8K | 0.31% | 39 |
|
|
2024
Q2 | $600K | Buy |
8,474
+404
| +5% | +$28.6K | 0.27% | 44 |
|
|
2024
Q1 | $595K | Buy |
8,070
+3,737
| +86% | +$276K | 0.28% | 41 |
|
|
2023
Q4 | $245K | Sell |
4,333
-87
| -2% | -$4.92K | 0.12% | 69 |
|
|
2023
Q3 | $253K | Sell |
4,420
-100
| -2% | -$5.73K | 0.15% | 57 |
|
|
2023
Q2 | $335K | Sell |
4,520
-100
| -2% | -$7.42K | 0.2% | 47 |
|
|
2023
Q1 | $356K | Hold |
4,620
| – | – | 0.23% | 41 |
|
|
2022
Q4 | $386K | Hold |
4,620
| – | – | 0.27% | 39 |
|
|
2022
Q3 | $362K | Hold |
4,620
| – | – | 0.27% | 37 |
|
|
2022
Q2 | $358K | Buy |
4,620
+1,000
| +28% | +$77.5K | 0.25% | 42 |
|
|
2022
Q1 | $307K | Sell |
3,620
-204
| -5% | -$17.3K | 0.19% | 52 |
|
|
2021
Q4 | $357K | Buy |
3,824
+304
| +9% | +$28.4K | 0.21% | 47 |
|
|
2021
Q3 | $276K | Hold |
3,520
| – | – | 0.18% | 55 |
|
|
2021
Q2 | $258K | Hold |
3,520
| – | – | 0.16% | 59 |
|
|
2021
Q1 | $266K | Hold |
3,520
| – | – | 0.18% | 53 |
|
|
2020
Q4 | $272K | Buy |
+3,520
| New | +$272K | 0.2% | 52 |
|