Hummer Financial Advisory Services’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 | $375K | Hold |
5,400
| – | – | 0.28% | 73 |
|
|
2025
Q1 | $383K | Buy |
5,400
+800
| +17% | +$56.7K | 0.31% | 68 |
|
|
2024
Q4 | $330K | Sell |
4,600
-800
| -15% | -$57.4K | 0.26% | 73 |
|
|
2024
Q3 | $456K | Hold |
5,400
| – | – | 0.36% | 55 |
|
|
2024
Q2 | $382K | Sell |
5,400
-800
| -13% | -$56.6K | 0.33% | 62 |
|
|
2024
Q1 | $396K | Buy |
6,200
+800
| +15% | +$51.1K | 0.33% | 64 |
|
|
2023
Q4 | $328K | Buy |
5,400
+200
| +4% | +$12.1K | 0.3% | 69 |
|
|
2023
Q3 | $298K | Hold |
5,200
| – | – | 0.3% | 69 |
|
|
2023
Q2 | $386K | Hold |
5,200
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $401K | Buy |
5,200
+350
| +7% | +$27K | 0.43% | 56 |
|
|
2022
Q4 | $405K | Hold |
4,850
| – | – | 0.45% | 54 |
|
|
2022
Q3 | $380K | Sell |
4,850
-600
| -11% | -$47K | 0.45% | 54 |
|
|
2022
Q2 | $422K | Hold |
5,450
| – | – | 0.48% | 52 |
|
|
2022
Q1 | $462K | Buy |
5,450
+250
| +5% | +$21.2K | 0.42% | 58 |
|
|
2021
Q4 | $485K | Sell |
5,200
-250
| -5% | -$23.3K | 0.41% | 53 |
|
|
2021
Q3 | $428K | Sell |
5,450
-400
| -7% | -$31.4K | 0.4% | 62 |
|
|
2021
Q2 | $429K | Hold |
5,850
| – | – | 0.4% | 63 |
|
|
2021
Q1 | $442K | Sell |
5,850
-800
| -12% | -$60.4K | 0.43% | 58 |
|
|
2020
Q4 | $513K | Buy |
6,650
+250
| +4% | +$19.3K | 0.54% | 43 |
|
|
2020
Q3 | $444K | Hold |
6,400
| – | – | 0.52% | 49 |
|
|
2020
Q2 | $384K | Buy |
6,400
+800
| +14% | +$48K | 0.49% | 49 |
|
|
2020
Q1 | $337K | Hold |
5,600
| – | – | 0.51% | 54 |
|
|
2019
Q4 | $339K | Buy |
+5,600
| New | +$339K | 0.37% | 71 |
|