KFG Wealth Management’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 | $958K | Buy |
13,796
+11
| +0.1% | +$764 | 0.15% | 76 |
|
|
2025
Q1 | $977K | Buy |
13,785
+2,414
| +21% | +$171K | 0.18% | 69 |
|
|
2024
Q4 | $815K | Buy |
11,371
+45
| +0.4% | +$3.23K | 0.15% | 71 |
|
|
2024
Q3 | $957K | Buy |
11,326
+50
| +0.4% | +$4.23K | 0.21% | 66 |
|
|
2024
Q2 | $798K | Sell |
11,276
-114
| -1% | -$8.07K | 0.32% | 58 |
|
|
2024
Q1 | $728K | Sell |
11,390
-306
| -3% | -$19.6K | 0.3% | 63 |
|
|
2023
Q4 | $710K | Hold |
11,696
| – | – | 0.32% | 51 |
|
|
2023
Q3 | $670K | Hold |
11,696
| – | – | 0.36% | 51 |
|
|
2023
Q2 | $868K | Buy |
+11,696
| New | +$868K | 0.51% | 36 |
|
|
2023
Q1 | – | Sell |
-2,805
| Closed | -$235K | – | 99 |
|
|
2022
Q4 | $235K | Buy |
+2,805
| New | +$235K | 0.24% | 63 |
|