McDaniel Terry & Co’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 | $423K | Buy |
6,092
+2
| +0% | +$139 | 0.03% | 70 |
|
|
2025
Q1 | $432K | Buy |
6,090
+2
| +0% | +$142 | 0.04% | 73 |
|
|
2024
Q4 | $436K | Buy |
6,088
+1
| +0% | +$72 | 0.04% | 69 |
|
|
2024
Q3 | $515K | Buy |
6,087
+802
| +15% | +$67.9K | 0.04% | 65 |
|
|
2024
Q2 | $374K | Sell |
5,285
-858
| -14% | -$60.7K | 0.03% | 70 |
|
|
2024
Q1 | $393K | Buy |
+6,143
| New | +$393K | 0.03% | 76 |
|