Marion Wealth Management’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 | $1.44M | Buy |
20,792
+355
| +2% | +$24.6K | 0.36% | 63 |
|
|
2025
Q1 | $1.45M | Buy |
20,437
+419
| +2% | +$29.7K | 0.39% | 64 |
|
|
2024
Q4 | $1.44M | Buy |
20,018
+347
| +2% | +$24.9K | 0.38% | 60 |
|
|
2024
Q3 | $1.66M | Buy |
19,671
+489
| +3% | +$41.3K | 0.44% | 51 |
|
|
2024
Q2 | $1.36M | Buy |
19,182
+234
| +1% | +$16.6K | 0.4% | 57 |
|
|
2024
Q1 | $1.21M | Buy |
18,948
+331
| +2% | +$21.2K | 0.36% | 62 |
|
|
2023
Q4 | $1.13M | Buy |
18,617
+2,896
| +18% | +$176K | 0.36% | 65 |
|
|
2023
Q3 | $901K | Buy |
15,721
+865
| +6% | +$49.6K | 0.32% | 63 |
|
|
2023
Q2 | $1.1M | Buy |
14,856
+473
| +3% | +$35.1K | 0.39% | 55 |
|
|
2023
Q1 | $1.11M | Buy |
14,383
+474
| +3% | +$36.5K | 0.41% | 50 |
|
|
2022
Q4 | $1.16M | Buy |
13,909
+1,433
| +11% | +$120K | 0.49% | 47 |
|
|
2022
Q3 | $978K | Buy |
12,476
+2,807
| +29% | +$220K | 0.5% | 43 |
|
|
2022
Q2 | $749K | Buy |
9,669
+3,098
| +47% | +$240K | 0.39% | 55 |
|
|
2022
Q1 | $557K | Buy |
6,571
+136
| +2% | +$11.5K | 0.27% | 75 |
|
|
2021
Q4 | $601K | Buy |
+6,435
| New | +$601K | 0.28% | 75 |
|