Journey Strategic Wealth’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 | $1.41M | Buy |
20,297
+5,086
| +33% | +$353K | 0.05% | 122 |
|
|
2025
Q1 | $1.08M | Sell |
15,211
-550
| -3% | -$39K | 0.04% | 126 |
|
|
2024
Q4 | $1.13M | Sell |
15,761
-1,153
| -7% | -$82.7K | 0.04% | 109 |
|
|
2024
Q3 | $1.43M | Buy |
16,914
+10,417
| +160% | +$881K | 0.05% | 96 |
|
|
2024
Q2 | $460K | Buy |
+6,497
| New | +$460K | 0.02% | 175 |
|
|
2023
Q3 | – | Sell |
-2,778
| Closed | -$206K | – | 217 |
|
|
2023
Q2 | $206K | Sell |
2,778
-1,921
| -41% | -$143K | 0.01% | 169 |
|
|
2023
Q1 | $362K | Sell |
4,699
-585
| -11% | -$45.1K | 0.04% | 131 |
|
|
2022
Q4 | $442K | Buy |
5,284
+367
| +7% | +$30.7K | 0.05% | 110 |
|
|
2022
Q3 | $385K | Buy |
+4,917
| New | +$385K | 0.05% | 85 |
|
|
2022
Q2 | – | Sell |
-4,793
| Closed | -$407K | – | 185 |
|
|
2022
Q1 | $407K | Buy |
4,793
+683
| +17% | +$58K | 0.04% | 71 |
|
|
2021
Q4 | $384K | Buy |
+4,110
| New | +$384K | 0.04% | 93 |
|