Legacy Capital Wealth Partners’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 | $547K | Sell |
7,873
-187
| -2% | -$13K | 0.12% | 177 |
|
|
2025
Q1 | $571K | Sell |
8,060
-78
| -1% | -$5.53K | 0.14% | 154 |
|
|
2024
Q4 | $583K | Sell |
8,138
-7,437
| -48% | -$533K | 0.14% | 146 |
|
|
2024
Q3 | $1.32M | Buy |
15,575
+7,234
| +87% | +$612K | 0.26% | 78 |
|
|
2024
Q2 | $591K | Buy |
8,341
+5,606
| +205% | +$397K | 0.15% | 133 |
|
|
2024
Q1 | $216K | Sell |
2,735
-2,473
| -47% | -$195K | 0.15% | 100 |
|
|
2023
Q4 | $316K | Buy |
5,208
+545
| +12% | +$33.1K | 0.09% | 204 |
|
|
2023
Q3 | $267K | Buy |
+4,663
| New | +$267K | 0.07% | 226 |
|
|
2023
Q2 | – | Sell |
-4,257
| Closed | -$328K | – | 164 |
|
|
2023
Q1 | $328K | Buy |
+4,257
| New | +$328K | 0.09% | 184 |
|