LifeSteps Financial’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 | $666K | Buy |
9,596
+180
| +2% | +$12.5K | 0.46% | 41 |
|
|
2025
Q1 | $668K | Sell |
9,416
-86
| -0.9% | -$6.1K | 0.54% | 34 |
|
|
2024
Q4 | $681K | Hold |
9,502
| – | – | 0.52% | 37 |
|
|
2024
Q3 | $803K | Hold |
9,502
| – | – | 0.63% | 30 |
|
|
2024
Q2 | $673K | Sell |
9,502
-75
| -0.8% | -$5.31K | 0.56% | 34 |
|
|
2024
Q1 | $612K | Sell |
9,577
-60
| -0.6% | -$3.84K | 0.46% | 41 |
|
|
2023
Q4 | $585K | Hold |
9,637
| – | – | 0.52% | 39 |
|
|
2023
Q3 | $552K | Hold |
9,637
| – | – | 0.56% | 39 |
|
|
2023
Q2 | $715K | Sell |
9,637
-60
| -0.6% | -$4.45K | 0.71% | 29 |
|
|
2023
Q1 | $747K | Buy |
9,697
+210
| +2% | +$16.2K | 0.79% | 28 |
|
|
2022
Q4 | $793K | Sell |
9,487
-78
| -0.8% | -$6.52K | 0.83% | 27 |
|
|
2022
Q3 | $750K | Buy |
9,565
+1
| +0% | +$78 | 0.85% | 27 |
|
|
2022
Q2 | $741K | Sell |
9,564
-300
| -3% | -$23.2K | 0.77% | 27 |
|
|
2022
Q1 | $836K | Hold |
9,864
| – | – | 0.62% | 36 |
|
|
2021
Q4 | $921K | Sell |
9,864
-65
| -0.7% | -$6.07K | 0.65% | 32 |
|
|
2021
Q3 | $780K | Hold |
9,929
| – | – | 0.6% | 33 |
|
|
2021
Q2 | $728K | Sell |
9,929
-1,570
| -14% | -$115K | 0.56% | 35 |
|
|
2021
Q1 | $869K | Hold |
11,499
| – | – | 0.73% | 26 |
|
|
2020
Q4 | $887K | Sell |
11,499
-161
| -1% | -$12.4K | 0.81% | 25 |
|
|
2020
Q3 | $809K | Sell |
11,660
-240
| -2% | -$16.7K | 0.85% | 22 |
|
|
2020
Q2 | $714K | Hold |
11,900
| – | – | 0.82% | 23 |
|
|
2020
Q1 | $716K | Buy |
11,900
+4
| +0% | +$241 | 0.82% | 29 |
|
|
2019
Q4 | $720K | Buy |
+11,896
| New | +$720K | 0.68% | 32 |
|