Guerra Pan Advisors’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 | $573K | Buy |
8,251
+436
| +6% | +$30.3K | 0.38% | 56 |
|
|
2025
Q1 | $554K | Sell |
7,815
-40
| -0.5% | -$2.84K | 0.43% | 56 |
|
|
2024
Q4 | $563K | Hold |
7,855
| – | – | 0.41% | 58 |
|
|
2024
Q3 | $664K | Hold |
7,855
| – | – | 0.53% | 52 |
|
|
2024
Q2 | $556K | Hold |
7,855
| – | – | 0.47% | 52 |
|
|
2024
Q1 | $502K | Sell |
7,855
-624
| -7% | -$39.9K | 0.46% | 58 |
|
|
2023
Q4 | $515K | Sell |
8,479
-137
| -2% | -$8.32K | 0.49% | 57 |
|
|
2023
Q3 | $494K | Sell |
8,616
-99
| -1% | -$5.67K | 0.57% | 53 |
|
|
2023
Q2 | $647K | Sell |
8,715
-220
| -2% | -$16.3K | 0.72% | 45 |
|
|
2023
Q1 | $689K | Hold |
8,935
| – | – | 0.86% | 37 |
|
|
2022
Q4 | $747K | Hold |
8,935
| – | – | 1.02% | 33 |
|
|
2022
Q3 | $686K | Buy |
8,935
+83
| +0.9% | +$6.37K | 1% | 32 |
|
|
2022
Q2 | $748K | Hold |
8,852
| – | – | 0.93% | 36 |
|
|
2022
Q1 | $649K | Hold |
8,852
| – | – | 0.78% | 42 |
|
|
2021
Q4 | $826K | Buy |
+8,852
| New | +$826K | 0.82% | 38 |
|