Koss-Olinger Consulting’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 | $593K | Sell |
8,547
-1,189
| -12% | -$82.5K | 0.05% | 178 |
|
|
2025
Q1 | $690K | Buy |
+9,736
| New | +$690K | 0.06% | 145 |
|
|
2024
Q4 | – | Sell |
-4,114
| Closed | -$348K | – | 258 |
|
|
2024
Q3 | $348K | Buy |
4,114
+3
| +0.1% | +$254 | 0.03% | 210 |
|
|
2024
Q2 | $291K | Buy |
+4,111
| New | +$291K | 0.03% | 215 |
|
|
2024
Q1 | – | Sell |
-4,096
| Closed | -$249K | – | 213 |
|
|
2023
Q4 | $249K | Buy |
4,096
+4
| +0.1% | +$243 | 0.02% | 262 |
|
|
2023
Q3 | $234K | Buy |
4,092
+111
| +3% | +$6.35K | 0.03% | 236 |
|
|
2023
Q2 | $295K | Hold |
3,981
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $307K | Buy |
+3,981
| New | +$307K | 0.04% | 173 |
|
|
2022
Q4 | – | Sell |
-3,336
| Closed | -$262K | – | 257 |
|
|
2022
Q3 | $262K | Buy |
+3,336
| New | +$262K | 0.04% | 177 |
|
|
2022
Q1 | – | Sell |
-4,065
| Closed | -$379K | – | 225 |
|
|
2021
Q4 | $379K | Buy |
+4,065
| New | +$379K | 0.06% | 136 |
|
|
2021
Q3 | – | Sell |
-3,496
| Closed | -$273K | – | 257 |
|
|
2021
Q2 | $273K | Hold |
3,496
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $264K | Buy |
+3,496
| New | +$264K | 0.05% | 182 |
|