HB 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 | $14.1M | Sell |
203,354
-6,498
| -3% | -$451K | 0.11% | 98 |
|
|
2025
Q1 | $14.9M | Buy |
209,852
+39,426
| +23% | +$2.79M | 0.12% | 93 |
|
|
2024
Q4 | $12.2M | Buy |
170,426
+5,174
| +3% | +$371K | 0.12% | 84 |
|
|
2024
Q3 | $14M | Buy |
165,252
+7,097
| +4% | +$600K | 0.15% | 77 |
|
|
2024
Q2 | $11.2M | Buy |
158,155
+22,329
| +16% | +$1.58M | 0.13% | 78 |
|
|
2024
Q1 | $8.68M | Buy |
135,826
+5,357
| +4% | +$342K | 0.11% | 95 |
|
|
2023
Q4 | $7.92M | Sell |
130,469
-1,886
| -1% | -$115K | 0.11% | 94 |
|
|
2023
Q3 | $7.58M | Sell |
132,355
-1,298
| -1% | -$74.4K | 0.12% | 89 |
|
|
2023
Q2 | $9.92M | Buy |
133,653
+7,880
| +6% | +$585K | 0.16% | 66 |
|
|
2023
Q1 | $9.69M | Buy |
125,773
+2,967
| +2% | +$229K | 0.17% | 67 |
|
|
2022
Q4 | $10.3M | Buy |
122,806
+9,538
| +8% | +$797K | 0.19% | 63 |
|
|
2022
Q3 | $8.88M | Buy |
113,268
+9,092
| +9% | +$713K | 0.19% | 59 |
|
|
2022
Q2 | $8.07M | Buy |
104,176
+13,349
| +15% | +$1.03M | 0.17% | 65 |
|
|
2022
Q1 | $7.69M | Buy |
90,827
+11,726
| +15% | +$993K | 0.14% | 72 |
|
|
2021
Q4 | $7.39M | Buy |
+79,101
| New | +$7.39M | 0.15% | 56 |
|