Hollow Brook 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 | $280K | Buy |
4,036
+76
| +2% | +$5.28K | 0.08% | 73 |
|
2025
Q1 | $281K | Hold |
3,960
| – | – | 0.08% | 72 |
|
2024
Q4 | $284K | Hold |
3,960
| – | – | 0.09% | 73 |
|
2024
Q3 | $335K | Buy |
+3,960
| New | +$335K | 0.1% | 72 |
|
2023
Q4 | – | Sell |
-4,260
| Closed | -$244K | – | 87 |
|
2023
Q3 | $244K | Hold |
4,260
| – | – | 0.1% | 75 |
|
2023
Q2 | $316K | Hold |
4,260
| – | – | 0.14% | 70 |
|
2023
Q1 | $328K | Buy |
4,260
+648
| +18% | +$49.9K | 0.16% | 64 |
|
2022
Q4 | $302K | Sell |
3,612
-214
| -6% | -$17.9K | 0.14% | 69 |
|
2022
Q3 | $300K | Buy |
3,826
+201
| +6% | +$15.8K | 0.17% | 60 |
|
2022
Q2 | $281K | Buy |
3,625
+650
| +22% | +$50.4K | 0.15% | 60 |
|
2022
Q1 | $252K | Sell |
2,975
-1,000
| -25% | -$84.7K | 0.11% | 65 |
|
2021
Q4 | $371K | Buy |
+3,975
| New | +$371K | 0.19% | 56 |
|