HFR 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 | $9.09M | Buy |
130,871
+2,210
| +2% | +$153K | 2.19% | 27 |
|
|
2025
Q1 | $9.12M | Buy |
128,661
+1,021
| +0.8% | +$72.4K | 2.22% | 26 |
|
|
2024
Q4 | $9.15M | Buy |
127,640
+1,799
| +1% | +$129K | 2.26% | 26 |
|
|
2024
Q3 | $10.6M | Buy |
125,841
+1,734
| +1% | +$147K | 2.58% | 25 |
|
|
2024
Q2 | $8.79M | Buy |
124,107
+1,063
| +0.9% | +$75.3K | 2.24% | 25 |
|
|
2024
Q1 | $7.86M | Buy |
123,044
+2,762
| +2% | +$177K | 1.99% | 33 |
|
|
2023
Q4 | $7.31M | Buy |
120,282
+1,883
| +2% | +$114K | 1.98% | 33 |
|
|
2023
Q3 | $6.78M | Buy |
118,399
+229
| +0.2% | +$13.1K | 1.99% | 34 |
|
|
2023
Q2 | $8.77M | Buy |
118,170
+320
| +0.3% | +$23.7K | 2.44% | 24 |
|
|
2023
Q1 | $9.08M | Buy |
117,850
+627
| +0.5% | +$48.3K | 2.58% | 21 |
|
|
2022
Q4 | $9.8M | Buy |
117,223
+321
| +0.3% | +$26.8K | 2.84% | 13 |
|
|
2022
Q3 | $9.17M | Sell |
116,902
-1,701
| -1% | -$133K | 2.99% | 13 |
|
|
2022
Q2 | $9.19M | Buy |
118,603
+1,772
| +2% | +$137K | 2.77% | 16 |
|
|
2022
Q1 | $9.9M | Buy |
116,831
+1,124
| +1% | +$95.2K | 2.62% | 17 |
|
|
2021
Q4 | $10.8M | Buy |
115,707
+2,124
| +2% | +$198K | 2.71% | 15 |
|
|
2021
Q3 | $8.92M | Buy |
113,583
+3,406
| +3% | +$267K | 2.6% | 19 |
|
|
2021
Q2 | $8.07M | Buy |
+110,177
| New | +$8.07M | 2.43% | 25 |
|