Golden State Equity Partners’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 | $1.65M | Buy |
23,712
+893
| +4% | +$62K | 0.3% | 73 |
|
|
2025
Q1 | $1.62M | Sell |
22,819
-1,013
| -4% | -$71.8K | 0.32% | 77 |
|
|
2024
Q4 | $1.71M | Buy |
23,832
+19,668
| +472% | +$1.41M | 0.33% | 66 |
|
|
2024
Q3 | $352K | Sell |
4,164
-16,909
| -80% | -$1.43M | 0.19% | 133 |
|
|
2024
Q2 | $1.49M | Buy |
+21,073
| New | +$1.49M | 0.31% | 76 |
|
|
2023
Q4 | $1.64M | Buy |
26,953
+5,188
| +24% | +$315K | 0.4% | 62 |
|
|
2023
Q3 | $1.25M | Buy |
21,765
+1,562
| +8% | +$89.5K | 0.35% | 73 |
|
|
2023
Q2 | $1.5M | Buy |
20,203
+3,467
| +21% | +$257K | 0.42% | 53 |
|
|
2023
Q1 | $1.29M | Buy |
+16,736
| New | +$1.29M | 0.7% | 42 |
|
|
2022
Q1 | $229K | Buy |
2,702
+119
| +5% | +$10.1K | 0.12% | 169 |
|
|
2021
Q4 | $241K | Sell |
2,583
-214
| -8% | -$20K | 0.12% | 147 |
|
|
2021
Q3 | $219K | Sell |
2,797
-227
| -8% | -$17.8K | 0.09% | 212 |
|
|
2021
Q2 | $222K | Buy |
+3,024
| New | +$222K | 0.09% | 219 |
|
|
2021
Q1 | – | Sell |
-3,737
| Closed | -$288K | – | 194 |
|
|
2020
Q4 | $288K | Buy |
+3,737
| New | +$288K | 0.2% | 125 |
|