Key Financial Inc’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 | $211K | Hold |
3,033
| – | – | 0.04% | 270 |
|
|
2025
Q1 | $215K | Hold |
3,033
| – | – | 0.05% | 257 |
|
|
2024
Q4 | $217K | Sell |
3,033
-1,030
| -25% | -$73.8K | 0.05% | 243 |
|
|
2024
Q3 | $343K | Buy |
4,063
+48
| +1% | +$4.06K | 0.08% | 192 |
|
|
2024
Q2 | $284K | Hold |
4,015
| – | – | 0.07% | 199 |
|
|
2024
Q1 | $257K | Sell |
4,015
-1,314
| -25% | -$84K | 0.07% | 202 |
|
|
2023
Q4 | $324K | Sell |
5,329
-52
| -1% | -$3.16K | 0.09% | 170 |
|
|
2023
Q3 | $308K | Sell |
5,381
-152
| -3% | -$8.71K | 0.1% | 158 |
|
|
2023
Q2 | $411K | Buy |
5,533
+177
| +3% | +$13.1K | 0.14% | 132 |
|
|
2023
Q1 | $413K | Hold |
5,356
| – | – | 0.15% | 122 |
|
|
2022
Q4 | $420K | Hold |
5,356
| – | – | 0.2% | 101 |
|
|
2022
Q3 | $420K | Buy |
5,356
+143
| +3% | +$11.2K | 0.2% | 101 |
|
|
2022
Q2 | $420K | Buy |
5,213
+500
| +11% | +$40.3K | 0.23% | 86 |
|
|
2022
Q1 | $399K | Sell |
4,713
-9,165
| -66% | -$776K | 0.2% | 98 |
|
|
2021
Q4 | $1.3M | Hold |
13,878
| – | – | 0.65% | 29 |
|
|
2021
Q3 | $1.09M | Hold |
13,878
| – | – | 0.62% | 29 |
|
|
2021
Q2 | $1.08M | Sell |
13,878
-2,000
| -13% | -$156K | 0.6% | 29 |
|
|
2021
Q1 | $1.2M | Sell |
15,878
-5,650
| -26% | -$427K | 0.79% | 24 |
|
|
2020
Q4 | $1.66M | Hold |
21,528
| – | – | 1.24% | 16 |
|
|
2020
Q3 | $1.49M | Hold |
21,528
| – | – | 1.53% | 16 |
|
|
2020
Q2 | $1.28M | Buy |
21,528
+2,096
| +11% | +$125K | 1.47% | 18 |
|
|
2020
Q1 | $1.2M | Hold |
19,432
| – | – | 1.23% | 17 |
|
|
2019
Q4 | $1.18M | Buy |
+19,432
| New | +$1.18M | 1.1% | 19 |
|