Larson Financial Group’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 | $979K | Buy |
14,109
+214
| +2% | +$14.9K | 0.04% | 294 |
|
|
2025
Q1 | $985K | Buy |
13,895
+1,416
| +11% | +$100K | 0.05% | 266 |
|
|
2024
Q4 | $895K | Buy |
12,479
+1,090
| +10% | +$78.1K | 0.05% | 265 |
|
|
2024
Q3 | $963K | Buy |
11,389
+4,238
| +59% | +$358K | 0.05% | 236 |
|
|
2024
Q2 | $506K | Buy |
7,151
+5,821
| +438% | +$412K | 0.03% | 270 |
|
|
2024
Q1 | $85K | Buy |
1,330
+338
| +34% | +$21.6K | 0.01% | 576 |
|
|
2023
Q4 | $60.3K | Sell |
992
-402
| -29% | -$24.4K | 0.01% | 602 |
|
|
2023
Q3 | $79.9K | Buy |
1,394
+663
| +91% | +$38K | 0.01% | 500 |
|
|
2023
Q2 | $54.2K | Sell |
731
-306
| -30% | -$22.7K | 0.01% | 536 |
|
|
2023
Q1 | $79.9K | Buy |
1,037
+218
| +27% | +$16.8K | 0.01% | 458 |
|
|
2022
Q4 | $68.5K | Sell |
819
-30
| -4% | -$2.51K | 0.01% | 462 |
|
|
2022
Q3 | $67K | Buy |
849
+35
| +4% | +$2.76K | 0.01% | 405 |
|
|
2022
Q2 | $63K | Sell |
814
-340
| -29% | -$26.3K | 0.01% | 325 |
|
|
2022
Q1 | $98K | Sell |
1,154
-502
| -30% | -$42.6K | 0.02% | 275 |
|
|
2021
Q4 | $155K | Hold |
1,656
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $130K | Hold |
1,656
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $121K | Sell |
1,656
-67
| -4% | -$4.9K | 0.03% | 171 |
|
|
2021
Q1 | $130K | Sell |
1,723
-210
| -11% | -$15.8K | 0.04% | 143 |
|
|
2020
Q4 | $149K | Sell |
1,933
-3
| -0.2% | -$231 | 0.05% | 112 |
|
|
2020
Q3 | $134K | Buy |
1,936
+24
| +1% | +$1.66K | 0.06% | 111 |
|
|
2020
Q2 | $115K | Buy |
1,912
+500
| +35% | +$30.1K | 0.05% | 122 |
|
|
2020
Q1 | $85K | Buy |
1,412
+108
| +8% | +$6.5K | 0.05% | 119 |
|
|
2019
Q4 | $79K | Hold |
1,304
| – | – | 0.05% | 122 |
|
|
2019
Q3 | $76K | Buy |
1,304
+160
| +14% | +$9.33K | 0.05% | 121 |
|
|
2019
Q2 | $59K | Buy |
1,144
+596
| +109% | +$30.7K | 0.04% | 115 |
|
|
2019
Q1 | $26K | Hold |
548
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $24K | Buy |
+548
| New | +$24K | 0.02% | 147 |
|