IMA 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 | $35.5K | Buy |
512
+12
| +2% | +$833 | ﹤0.01% | 248 |
|
|
2025
Q1 | $35.4K | Buy |
+500
| New | +$35.4K | ﹤0.01% | 250 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$42.3K | – | 241 |
|
|
2024
Q3 | $42.3K | Buy |
+500
| New | +$42.3K | 0.01% | 191 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | -$1K | – | 405 |
|
|
2022
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 314 |
|
|
2013
Q3 | – | Sell |
-54,300
| Closed | -$1.11M | – | 170 |
|
|
2013
Q2 | $1.11M | Buy |
+54,300
| New | +$1.11M | 0.6% | 54 |
|