Heck Capital 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 | – | Sell |
-239
| Closed | -$16.9K | – | 233 |
|
|
2025
Q1 | $16.9K | Hold |
239
| – | – | ﹤0.01% | 198 |
|
|
2024
Q4 | $17.1K | Hold |
239
| – | – | ﹤0.01% | 206 |
|
|
2024
Q3 | $20.2K | Hold |
239
| – | – | ﹤0.01% | 179 |
|
|
2024
Q2 | $16.9K | Hold |
239
| – | – | ﹤0.01% | 183 |
|
|
2024
Q1 | $15.3K | Hold |
239
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $14.5K | Sell |
239
-8,008
| -97% | -$486K | ﹤0.01% | 173 |
|
|
2023
Q3 | $472K | Sell |
8,247
-89
| -1% | -$5.1K | 0.09% | 92 |
|
|
2023
Q2 | $619K | Sell |
8,336
-187
| -2% | -$13.9K | 0.11% | 82 |
|
|
2023
Q1 | $657K | Buy |
8,523
+2,002
| +31% | +$154K | 0.13% | 72 |
|
|
2022
Q4 | $545K | Buy |
6,521
+2,878
| +79% | +$241K | 0.11% | 82 |
|
|
2022
Q3 | $286K | Buy |
3,643
+243
| +7% | +$19.1K | 0.06% | 100 |
|
|
2022
Q2 | $263K | Sell |
3,400
-412
| -11% | -$31.9K | 0.05% | 104 |
|
|
2022
Q1 | $323K | Sell |
3,812
-34
| -0.9% | -$2.88K | 0.06% | 95 |
|
|
2021
Q4 | $359K | Sell |
3,846
-279
| -7% | -$26K | 0.07% | 94 |
|
|
2021
Q3 | $324K | Sell |
4,125
-70
| -2% | -$5.5K | 0.06% | 99 |
|
|
2021
Q2 | $307K | Buy |
4,195
+51
| +1% | +$3.74K | 0.06% | 101 |
|
|
2021
Q1 | $313K | Buy |
+4,144
| New | +$313K | 0.07% | 96 |
|