Intelligent Financial Strategies’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 | $22.9K | Buy |
330
+2
| +0.6% | +$139 | 0.01% | 74 |
|
|
2025
Q1 | $23.3K | Hold |
328
| – | – | 0.01% | 71 |
|
|
2024
Q4 | $23.5K | Hold |
328
| – | – | 0.01% | 69 |
|
|
2024
Q3 | $27.7K | Hold |
328
| – | – | 0.02% | 71 |
|
|
2024
Q2 | $23.2K | Hold |
328
| – | – | 0.01% | 72 |
|
|
2024
Q1 | $21K | Sell |
328
-108
| -25% | -$6.9K | 0.01% | 81 |
|
|
2023
Q4 | $26.5K | Hold |
436
| – | – | 0.02% | 67 |
|
|
2023
Q3 | $25K | Hold |
436
| – | – | 0.02% | 77 |
|
|
2023
Q2 | $32.4K | Hold |
436
| – | – | 0.02% | 71 |
|
|
2023
Q1 | $33.6K | Hold |
436
| – | – | 0.03% | 73 |
|
|
2022
Q4 | $36.5K | Hold |
436
| – | – | 0.03% | 72 |
|
|
2022
Q3 | $34K | Sell |
436
-68
| -13% | -$5.3K | 0.04% | 67 |
|
|
2022
Q2 | $39K | Hold |
504
| – | – | 0.04% | 65 |
|
|
2022
Q1 | $43K | Hold |
504
| – | – | 0.04% | 73 |
|
|
2021
Q4 | $47K | Buy |
+504
| New | +$47K | 0.04% | 73 |
|