Level 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 | $469K | Hold |
6,750
| – | – | 0.15% | 64 |
|
|
2025
Q1 | $478K | Sell |
6,750
-111
| -2% | -$7.87K | 0.16% | 60 |
|
|
2024
Q4 | $492K | Sell |
6,861
-162
| -2% | -$11.6K | 0.18% | 55 |
|
|
2024
Q3 | $594K | Buy |
7,023
+1
| +0% | +$85 | 0.23% | 49 |
|
|
2024
Q2 | $497K | Sell |
7,022
-58
| -0.8% | -$4.11K | 0.22% | 47 |
|
|
2024
Q1 | $452K | Buy |
7,080
+1
| +0% | +$64 | 0.21% | 49 |
|
|
2023
Q4 | $430K | Sell |
7,079
-321
| -4% | -$19.5K | 0.21% | 48 |
|
|
2023
Q3 | $424K | Sell |
7,400
-17
| -0.2% | -$974 | 0.24% | 45 |
|
|
2023
Q2 | $550K | Sell |
7,417
-325
| -4% | -$24.1K | 0.31% | 36 |
|
|
2023
Q1 | $597K | Sell |
7,742
-58
| -0.7% | -$4.47K | 0.36% | 33 |
|
|
2022
Q4 | $652K | Hold |
7,800
| – | – | 0.43% | 32 |
|
|
2022
Q3 | $612K | Sell |
7,800
-3
| -0% | -$235 | 0.45% | 29 |
|
|
2022
Q2 | $604K | Buy |
7,803
+3
| +0% | +$232 | 0.44% | 27 |
|
|
2022
Q1 | $661K | Sell |
7,800
-130
| -2% | -$11K | 0.51% | 24 |
|
|
2021
Q4 | $740K | Buy |
+7,930
| New | +$740K | 0.56% | 25 |
|