Marshall Financial Group (Maryland)’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 | $835K | Sell |
11,167
-332
| -3% | -$24.8K | 0.16% | 153 |
|
|
2025
Q1 | $815K | Sell |
11,499
-230
| -2% | -$16.3K | 0.18% | 136 |
|
|
2024
Q4 | $841K | Buy |
11,729
+419
| +4% | +$30K | 0.2% | 128 |
|
|
2024
Q3 | $956K | Buy |
+11,310
| New | +$956K | 0.23% | 121 |
|
|
2023
Q3 | – | Sell |
-2,760
| Closed | -$205K | – | 170 |
|
|
2023
Q2 | $205K | Hold |
2,760
| – | – | 0.07% | 167 |
|
|
2023
Q1 | $213K | Hold |
2,760
| – | – | 0.08% | 165 |
|
|
2022
Q4 | $231K | Sell |
2,760
-201
| -7% | -$16.8K | 0.09% | 157 |
|
|
2022
Q3 | $232K | Hold |
2,961
| – | – | 0.1% | 165 |
|
|
2022
Q2 | $229K | Buy |
2,961
+28
| +1% | +$2.17K | 0.09% | 168 |
|
|
2022
Q1 | $248K | Buy |
2,933
+6
| +0.2% | +$507 | 0.1% | 185 |
|
|
2021
Q4 | $273K | Buy |
2,927
+23
| +0.8% | +$2.15K | 0.1% | 188 |
|
|
2021
Q3 | $228K | Hold |
2,904
| – | – | 0.12% | 158 |
|
|
2021
Q2 | $213K | Hold |
2,904
| – | – | 0.12% | 163 |
|
|
2021
Q1 | $220K | Buy |
2,904
+144
| +5% | +$10.9K | 0.13% | 128 |
|
|
2020
Q4 | $213K | Buy |
+2,760
| New | +$213K | 0.14% | 118 |
|