Kestra Private Wealth Services’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 | $18.8M | Buy |
270,921
+21,772
| +9% | +$1.51M | 0.27% | 75 |
|
|
2025
Q1 | $17.7M | Buy |
249,149
+14,421
| +6% | +$1.02M | 0.29% | 72 |
|
|
2024
Q4 | $16.8M | Buy |
234,728
+19,023
| +9% | +$1.36M | 0.29% | 71 |
|
|
2024
Q3 | $18.2M | Buy |
215,705
+8,444
| +4% | +$714K | 0.33% | 60 |
|
|
2024
Q2 | $14.7M | Buy |
207,261
+5,819
| +3% | +$412K | 0.29% | 73 |
|
|
2024
Q1 | $12.9M | Sell |
201,442
-4,753
| -2% | -$304K | 0.29% | 80 |
|
|
2023
Q4 | $12.5M | Buy |
206,195
+16,648
| +9% | +$1.01M | 0.32% | 77 |
|
|
2023
Q3 | $10.9M | Buy |
189,547
+36,168
| +24% | +$2.07M | 0.34% | 69 |
|
|
2023
Q2 | $11.4M | Buy |
153,379
+22,832
| +17% | +$1.69M | 0.39% | 56 |
|
|
2023
Q1 | $10.1M | Buy |
130,547
+19,064
| +17% | +$1.47M | 0.4% | 62 |
|
|
2022
Q4 | $9.32M | Buy |
111,483
+4,098
| +4% | +$343K | 0.47% | 49 |
|
|
2022
Q3 | $8.42M | Buy |
107,385
+4,468
| +4% | +$350K | 0.49% | 42 |
|
|
2022
Q2 | $7.97M | Buy |
102,917
+40,359
| +65% | +$3.13M | 0.45% | 44 |
|
|
2022
Q1 | $5.3M | Buy |
62,558
+557
| +0.9% | +$47.2K | 0.26% | 89 |
|
|
2021
Q4 | $5.79M | Buy |
62,001
+5,426
| +10% | +$507K | 0.28% | 83 |
|
|
2021
Q3 | $4.44M | Buy |
56,575
+5,725
| +11% | +$450K | 0.25% | 96 |
|
|
2021
Q2 | $3.73M | Buy |
50,850
+6,630
| +15% | +$486K | 0.23% | 107 |
|
|
2021
Q1 | $3.34M | Buy |
44,220
+4,301
| +11% | +$325K | 0.23% | 103 |
|
|
2020
Q4 | $3.03M | Sell |
39,919
-3,937
| -9% | -$299K | 0.22% | 113 |
|
|
2020
Q3 | $3.04M | Buy |
+43,856
| New | +$3.04M | 0.26% | 89 |
|