KCFA
Key Client Fiduciary Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
10,449
+372
| +4% | +$25.8K | 0.29% | 77 |
|
|
2025
Q1 | $714K | Buy |
10,077
+56
| +0.6% | +$3.97K | 0.32% | 67 |
|
|
2024
Q4 | $718K | Sell |
10,021
-395
| -4% | -$28.3K | 0.32% | 74 |
|
|
2024
Q3 | $880K | Sell |
10,416
-171
| -2% | -$14.5K | 0.39% | 57 |
|
|
2024
Q2 | $750K | Buy |
10,587
+868
| +9% | +$61.5K | 0.37% | 60 |
|
|
2024
Q1 | $621K | Buy |
9,719
+1,006
| +12% | +$64.3K | 0.33% | 70 |
|
|
2023
Q4 | $529K | Sell |
8,713
-731
| -8% | -$44.4K | 0.31% | 77 |
|
|
2023
Q3 | $541K | Buy |
9,444
+460
| +5% | +$26.4K | 0.33% | 73 |
|
|
2023
Q2 | $667K | Buy |
8,984
+540
| +6% | +$40.1K | 0.39% | 55 |
|
|
2023
Q1 | $651K | Buy |
8,444
+25
| +0.3% | +$1.93K | 0.41% | 54 |
|
|
2022
Q4 | $704K | Buy |
8,419
+4,651
| +123% | +$389K | 0.48% | 49 |
|
|
2022
Q3 | $295K | Sell |
3,768
-121
| -3% | -$9.47K | 0.27% | 75 |
|
|
2022
Q2 | $301K | Sell |
3,889
-7
| -0.2% | -$542 | 0.29% | 78 |
|
|
2022
Q1 | $330K | Sell |
3,896
-61
| -2% | -$5.17K | 0.26% | 86 |
|
|
2021
Q4 | $369K | Buy |
+3,957
| New | +$369K | 0.3% | 80 |
|