Integral Investment 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 | $575K | Sell |
8,282
-103
| -1% | -$7.15K | 0.16% | 95 |
|
|
2025
Q1 | $594K | Sell |
8,385
-11,140
| -57% | -$790K | 0.19% | 86 |
|
|
2024
Q4 | $1.4M | Buy |
19,525
+1,180
| +6% | +$84.6K | 0.45% | 43 |
|
|
2024
Q3 | $1.55M | Buy |
18,345
+663
| +4% | +$56K | 0.52% | 37 |
|
|
2024
Q2 | $1.3M | Buy |
17,682
+6,496
| +58% | +$479K | 0.48% | 43 |
|
|
2024
Q1 | $714K | Buy |
11,186
+2,992
| +37% | +$191K | 0.3% | 72 |
|
|
2023
Q4 | $498K | Sell |
8,194
-500
| -6% | -$30.4K | 0.32% | 55 |
|
|
2023
Q3 | $498K | Buy |
8,694
+60
| +0.7% | +$3.44K | 0.35% | 52 |
|
|
2023
Q2 | $641K | Sell |
8,634
-15
| -0.2% | -$1.11K | 0.43% | 45 |
|
|
2023
Q1 | $667K | Buy |
8,649
+88
| +1% | +$6.78K | 0.48% | 37 |
|
|
2022
Q4 | $716K | Sell |
8,561
-38
| -0.4% | -$3.18K | 0.55% | 36 |
|
|
2022
Q3 | $674K | Sell |
8,599
-594
| -6% | -$46.6K | 0.55% | 44 |
|
|
2022
Q2 | $712K | Sell |
9,193
-243
| -3% | -$18.8K | 0.61% | 39 |
|
|
2022
Q1 | $799K | Buy |
9,436
+1,356
| +17% | +$115K | 0.5% | 51 |
|
|
2021
Q4 | $754K | Buy |
+8,080
| New | +$754K | 0.54% | 41 |
|