Horizon 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 | $423K | Sell |
6,097
-2,131
| -26% | -$148K | 0.07% | 66 |
|
|
2025
Q1 | $583K | Buy |
8,228
+2,217
| +37% | +$157K | 0.1% | 46 |
|
|
2024
Q4 | $431K | Buy |
6,011
+40
| +0.7% | +$2.87K | 0.08% | 59 |
|
|
2024
Q3 | $505K | Buy |
5,971
+33
| +0.6% | +$2.79K | 0.1% | 48 |
|
|
2024
Q2 | $420K | Sell |
5,938
-2,310
| -28% | -$164K | 0.1% | 45 |
|
|
2024
Q1 | $527K | Buy |
8,248
+2,586
| +46% | +$165K | 0.14% | 39 |
|
|
2023
Q4 | $344K | Buy |
5,662
+40
| +0.7% | +$2.43K | 0.1% | 49 |
|
|
2023
Q3 | $322K | Sell |
5,622
-301
| -5% | -$17.2K | 0.13% | 47 |
|
|
2023
Q2 | $439K | Buy |
5,923
+32
| +0.5% | +$2.37K | 0.17% | 40 |
|
|
2023
Q1 | $454K | Sell |
5,891
-367
| -6% | -$28.3K | 0.34% | 34 |
|
|
2022
Q4 | $523K | Sell |
6,258
-178
| -3% | -$14.9K | 0.43% | 28 |
|
|
2022
Q3 | $505K | Buy |
6,436
+34
| +0.5% | +$2.67K | 0.37% | 30 |
|
|
2022
Q2 | $496K | Buy |
6,402
+34
| +0.5% | +$2.63K | 0.21% | 50 |
|
|
2022
Q1 | $539K | Buy |
6,368
+30
| +0.5% | +$2.54K | 0.17% | 54 |
|
|
2021
Q4 | $592K | Buy |
+6,338
| New | +$592K | 0.17% | 51 |
|