Herold 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 | $1.58M | Sell |
22,703
-4,782
| -17% | -$332K | 0.33% | 84 |
|
|
2025
Q1 | $1.95M | Buy |
27,485
+4,455
| +19% | +$316K | 0.43% | 68 |
|
|
2024
Q4 | $1.65M | Buy |
23,030
+189
| +0.8% | +$13.5K | 0.36% | 75 |
|
|
2024
Q3 | $1.93M | Sell |
22,841
-200
| -0.9% | -$16.9K | 0.42% | 65 |
|
|
2024
Q2 | $1.63M | Hold |
23,041
| – | – | 0.38% | 70 |
|
|
2024
Q1 | $1.47M | Buy |
23,041
+463
| +2% | +$29.6K | 0.36% | 75 |
|
|
2023
Q4 | $1.37M | Buy |
22,578
+201
| +0.9% | +$12.2K | 0.38% | 79 |
|
|
2023
Q3 | $1.28M | Buy |
22,377
+1,455
| +7% | +$83.4K | 0.39% | 72 |
|
|
2023
Q2 | $1.55M | Buy |
20,922
+597
| +3% | +$44.3K | 0.48% | 60 |
|
|
2023
Q1 | $1.57M | Sell |
20,325
-1,400
| -6% | -$108K | 0.54% | 56 |
|
|
2022
Q4 | $1.82M | Buy |
21,725
+1
| +0% | +$84 | 0.77% | 41 |
|
|
2022
Q3 | $1.7M | Buy |
21,724
+1
| +0% | +$78 | 0.82% | 38 |
|
|
2022
Q2 | $1.68M | Buy |
21,723
+1
| +0% | +$77 | 0.75% | 38 |
|
|
2022
Q1 | $1.84M | Hold |
21,722
| – | – | 0.65% | 46 |
|
|
2021
Q4 | $2.03M | Buy |
21,722
+1
| +0% | +$93 | 0.79% | 38 |
|
|
2021
Q3 | $1.71M | Buy |
+21,721
| New | +$1.71M | 0.66% | 40 |
|