Keynote Financial 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 | $480K | Hold |
6,912
| – | – | 0.32% | 82 |
|
|
2025
Q1 | $490K | Hold |
6,912
| – | – | 0.35% | 73 |
|
|
2024
Q4 | $496K | Sell |
6,912
-1,045
| -13% | -$74.9K | 0.38% | 71 |
|
|
2024
Q3 | $673K | Sell |
7,957
-600
| -7% | -$50.7K | 0.51% | 58 |
|
|
2024
Q2 | $606K | Sell |
8,557
-360
| -4% | -$25.5K | 0.51% | 58 |
|
|
2024
Q1 | $570K | Buy |
+8,917
| New | +$570K | 0.48% | 62 |
|