GW Henssler & Associates’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 | $238K | Hold |
3,424
| – | – | 0.01% | 156 |
|
2025
Q1 | $243K | Sell |
3,424
-264
| -7% | -$18.7K | 0.01% | 151 |
|
2024
Q4 | $312K | Hold |
3,688
| – | – | 0.02% | 130 |
|
2024
Q3 | $312K | Sell |
3,688
-43
| -1% | -$3.64K | 0.02% | 131 |
|
2024
Q2 | $264K | Buy |
3,731
+123
| +3% | +$8.71K | 0.02% | 136 |
|
2024
Q1 | $231K | Sell |
3,608
-801
| -18% | -$51.2K | 0.01% | 143 |
|
2023
Q4 | $268K | Buy |
4,409
+403
| +10% | +$24.5K | 0.02% | 130 |
|
2023
Q3 | $230K | Sell |
4,006
-319
| -7% | -$18.3K | 0.02% | 157 |
|
2023
Q2 | $321K | Sell |
4,325
-267
| -6% | -$19.8K | 0.02% | 139 |
|
2023
Q1 | $354K | Buy |
4,592
+789
| +21% | +$60.8K | 0.02% | 139 |
|
2022
Q4 | $318K | Buy |
3,803
+559
| +17% | +$46.7K | 0.02% | 154 |
|
2022
Q3 | $254K | Buy |
3,244
+1
| +0% | +$78 | 0.02% | 172 |
|
2022
Q2 | $251K | Hold |
3,243
| – | – | 0.02% | 171 |
|
2022
Q1 | $275K | Sell |
3,243
-136
| -4% | -$11.5K | 0.02% | 200 |
|
2021
Q4 | $315K | Buy |
+3,379
| New | +$315K | 0.02% | 201 |
|
2021
Q3 | – | Sell |
-3,439
| Closed | -$252K | – | 181 |
|
2021
Q2 | $252K | Buy |
+3,439
| New | +$252K | 0.02% | 204 |
|