IAG Wealth Partners’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 | $222K | Hold |
3,200
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $227K | Hold |
3,200
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $229K | Hold |
3,200
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $270K | Hold |
3,200
| – | – | 0.05% | 88 |
|
|
2024
Q2 | $227K | Hold |
3,200
| – | – | 0.05% | 89 |
|
|
2024
Q1 | $205K | Hold |
3,200
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $194K | Hold |
3,200
| – | – | 0.04% | 85 |
|
|
2023
Q3 | $183K | Hold |
3,200
| – | – | 0.05% | 78 |
|
|
2023
Q2 | $237K | Hold |
3,200
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $247K | Sell |
3,200
-149
| -4% | -$11.5K | 0.07% | 67 |
|
|
2022
Q4 | $280K | Buy |
3,349
+3,340
| +37,111% | +$279K | 0.08% | 59 |
|
|
2022
Q3 | $1K | Sell |
9
-25
| -74% | -$2.78K | ﹤0.01% | 414 |
|
|
2022
Q2 | $3K | Buy |
34
+16
| +89% | +$1.41K | ﹤0.01% | 374 |
|
|
2022
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 401 |
|