Haverford Financial Services’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 | $8.25M | Buy |
118,804
+11,987
| +11% | +$832K | 2.44% | 18 |
|
|
2025
Q1 | $7.57M | Sell |
106,817
-807
| -0.7% | -$57.2K | 2.33% | 21 |
|
|
2024
Q4 | $7.72M | Buy |
107,624
+10,031
| +10% | +$719K | 2.35% | 20 |
|
|
2024
Q3 | $8.25M | Hold |
97,593
| – | – | 2.36% | 22 |
|
|
2024
Q2 | $6.91M | Sell |
97,593
-87
| -0.1% | -$6.16K | 2.07% | 24 |
|
|
2024
Q1 | $6.24M | Buy |
+97,680
| New | +$6.24M | 1.8% | 31 |
|