Legend Financial Advisors’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 | $219K | Hold |
3,149
| – | – | 0.15% | 37 |
|
|
2025
Q1 | $223K | Sell |
3,149
-300
| -9% | -$21.3K | 0.16% | 35 |
|
|
2024
Q4 | $247K | Sell |
3,449
-448
| -11% | -$32.1K | 0.17% | 31 |
|
|
2024
Q3 | $329K | Sell |
3,897
-244
| -6% | -$20.6K | 0.23% | 31 |
|
|
2024
Q2 | $293K | Sell |
4,141
-25
| -0.6% | -$1.77K | 0.21% | 36 |
|
|
2024
Q1 | $266K | Buy |
4,166
+100
| +2% | +$6.39K | 0.19% | 35 |
|
|
2023
Q4 | $247K | Buy |
4,066
+50
| +1% | +$3.04K | 0.2% | 31 |
|
|
2023
Q3 | $230K | Sell |
4,016
-150
| -4% | -$8.59K | 0.2% | 37 |
|
|
2023
Q2 | $309K | Hold |
4,166
| – | – | 0.26% | 34 |
|
|
2023
Q1 | $321K | Sell |
4,166
-274
| -6% | -$21.1K | 0.27% | 34 |
|
|
2022
Q4 | $371K | Buy |
4,440
+225
| +5% | +$18.8K | 0.32% | 35 |
|
|
2022
Q3 | $330K | Hold |
4,215
| – | – | 0.31% | 31 |
|
|
2022
Q2 | $326K | Buy |
+4,215
| New | +$326K | 0.34% | 27 |
|