Johnson & White 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 | $704K | Buy |
10,140
+389
| +4% | +$27K | 0.35% | 58 |
|
|
2025
Q1 | $691K | Buy |
9,751
+203
| +2% | +$14.4K | 0.39% | 55 |
|
|
2024
Q4 | $684K | Buy |
9,548
+541
| +6% | +$38.8K | 0.41% | 51 |
|
|
2024
Q3 | $761K | Buy |
9,007
+685
| +8% | +$57.9K | 0.66% | 30 |
|
|
2024
Q2 | $589K | Buy |
+8,322
| New | +$589K | 0.56% | 32 |
|
|
2023
Q1 | – | Sell |
-3,770
| Closed | -$681K | – | 108 |
|
|
2022
Q4 | $681K | Buy |
+3,770
| New | +$681K | 0.69% | 36 |
|