Kessler Investment Group’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 | $353K | Sell |
5,092
-251
| -5% | -$17.4K | 0.15% | 64 |
|
2025
Q1 | $379K | Sell |
5,343
-379
| -7% | -$26.9K | 0.19% | 61 |
|
2024
Q4 | $410K | Sell |
5,722
-399
| -7% | -$28.6K | 0.19% | 58 |
|
2024
Q3 | $517K | Hold |
6,121
| – | – | 0.27% | 53 |
|
2024
Q2 | $433K | Buy |
6,121
+259
| +4% | +$18.3K | 0.23% | 58 |
|
2024
Q1 | $375K | Buy |
5,862
+2,337
| +66% | +$149K | 0.23% | 53 |
|
2023
Q4 | $214K | Buy |
+3,525
| New | +$214K | 0.13% | 57 |
|