Iron Horse Wealth Management’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 | $18.7K | Hold |
269
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $19.1K | Buy |
269
+214
| +389% | +$15.2K | 0.01% | 204 |
|
|
2024
Q4 | $3.94K | Hold |
55
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $4.65K | Sell |
55
-70
| -56% | -$5.92K | ﹤0.01% | 306 |
|
|
2024
Q2 | $8.85K | Hold |
125
| – | – | ﹤0.01% | 227 |
|
|
2024
Q1 | $7.99K | Hold |
125
| – | – | ﹤0.01% | 217 |
|
|
2023
Q4 | $7.59K | Buy |
125
+100
| +400% | +$6.07K | ﹤0.01% | 221 |
|
|
2023
Q3 | $1.43K | Hold |
25
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $1.86K | Hold |
25
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $1.93K | Buy |
+25
| New | +$1.93K | ﹤0.01% | 267 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$1K | – | 251 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 196 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 183 |
|