Guardian Wealth Advisors (North Carolina)’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 | $833K | Buy |
11,994
+88
| +0.7% | +$6.11K | 0.06% | 159 |
|
|
2025
Q1 | $844K | Buy |
11,906
+108
| +0.9% | +$7.66K | 0.07% | 141 |
|
|
2024
Q4 | $846K | Buy |
11,798
+1,211
| +11% | +$86.8K | 0.07% | 146 |
|
|
2024
Q3 | $895K | Sell |
10,587
-392
| -4% | -$33.1K | 0.1% | 113 |
|
|
2024
Q2 | $777K | Buy |
10,979
+197
| +2% | +$14K | 0.09% | 117 |
|
|
2024
Q1 | $689K | Buy |
10,782
+901
| +9% | +$57.6K | 0.08% | 127 |
|
|
2023
Q4 | $600K | Buy |
9,881
+604
| +7% | +$36.7K | 0.09% | 117 |
|
|
2023
Q3 | $531K | Buy |
9,277
+757
| +9% | +$43.4K | 0.09% | 118 |
|
|
2023
Q2 | $632K | Sell |
8,520
-349
| -4% | -$25.9K | 0.11% | 103 |
|
|
2023
Q1 | $684K | Sell |
8,869
-278
| -3% | -$21.4K | 0.12% | 97 |
|
|
2022
Q4 | $765K | Sell |
9,147
-227
| -2% | -$19K | 0.15% | 84 |
|
|
2022
Q3 | $735K | Sell |
9,374
-356
| -4% | -$27.9K | 0.14% | 86 |
|
|
2022
Q2 | $754K | Buy |
9,730
+4,247
| +77% | +$329K | 0.14% | 81 |
|
|
2022
Q1 | $464K | Buy |
5,483
+213
| +4% | +$18K | 0.2% | 92 |
|
|
2021
Q4 | $492K | Buy |
+5,270
| New | +$492K | 0.21% | 91 |
|