Icon Wealth Advisors’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 | $2.96M | Sell |
42,605
-297
| -0.7% | -$20.6K | 0.21% | 80 |
|
|
2025
Q1 | $3.04M | Buy |
42,902
+541
| +1% | +$38.4K | 0.25% | 76 |
|
|
2024
Q4 | $3.04M | Buy |
42,361
+167
| +0.4% | +$12K | 0.25% | 76 |
|
|
2024
Q3 | $3.57M | Sell |
42,194
-313
| -0.7% | -$26.5K | 0.3% | 65 |
|
|
2024
Q2 | $3.25M | Buy |
42,507
+6,842
| +19% | +$523K | 0.29% | 64 |
|
|
2024
Q1 | $2.28M | Sell |
35,665
-5,333
| -13% | -$341K | 0.21% | 87 |
|
|
2023
Q4 | $2.49M | Buy |
+40,998
| New | +$2.49M | 0.26% | 78 |
|
|
2022
Q4 | $5.71M | Buy |
68,329
+722
| +1% | +$60.4K | 0.66% | 34 |
|
|
2022
Q3 | $5.3M | Buy |
+67,607
| New | +$5.3M | 0.64% | 34 |
|