Graham Capital 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 | $505K | Sell |
7,279
-35
| -0.5% | -$2.43K | 0.56% | 42 |
|
|
2025
Q1 | $518K | Buy |
7,314
+95
| +1% | +$6.74K | 0.55% | 37 |
|
|
2024
Q4 | $518K | Buy |
7,219
+8
| +0.1% | +$574 | 0.45% | 45 |
|
|
2024
Q3 | $610K | Sell |
7,211
-76
| -1% | -$6.42K | 0.62% | 31 |
|
|
2024
Q2 | $516K | Buy |
7,287
+92
| +1% | +$6.52K | 0.7% | 27 |
|
|
2024
Q1 | $460K | Sell |
7,195
-80
| -1% | -$5.11K | 0.78% | 24 |
|
|
2023
Q4 | $442K | Buy |
7,275
+424
| +6% | +$25.8K | 1.17% | 16 |
|
|
2023
Q3 | $508K | Hold |
6,851
| – | – | 1.2% | 19 |
|
|
2023
Q2 | $508K | Buy |
6,851
+88
| +1% | +$6.53K | 1.2% | 19 |
|
|
2023
Q1 | $5.21M | Sell |
6,763
-68
| -1% | -$52.4K | 0.75% | 26 |
|
|
2022
Q4 | $571K | Sell |
6,831
-65
| -0.9% | -$5.43K | 1.02% | 31 |
|
|
2022
Q3 | $541K | Hold |
6,896
| – | – | 0.65% | 39 |
|
|
2022
Q2 | $534K | Sell |
6,896
-1,359
| -16% | -$105K | 0.47% | 59 |
|
|
2022
Q1 | $699K | Sell |
8,255
-1,136
| -12% | -$96.2K | 0.62% | 53 |
|
|
2021
Q4 | $875K | Buy |
+9,391
| New | +$875K | 0.71% | 51 |
|