Menard Financial Group’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
Q1 | – | Sell |
-30
| Closed | -$2.15K | – | 238 |
|
|
2024
Q4 | $2.15K | Buy |
+30
| New | +$2.15K | ﹤0.01% | 279 |
|
|
2023
Q3 | – | Sell |
-3,751
| Closed | -$278K | – | 79 |
|
|
2023
Q2 | $278K | Sell |
3,751
-647
| -15% | -$48K | 0.57% | 40 |
|
|
2023
Q1 | $339K | Sell |
4,398
-582
| -12% | -$44.9K | 0.78% | 36 |
|
|
2022
Q4 | $416K | Buy |
4,980
+590
| +13% | +$49.3K | 0.99% | 26 |
|
|
2022
Q3 | $344K | Sell |
4,390
-764
| -15% | -$59.9K | 0.62% | 50 |
|
|
2022
Q2 | $399K | Sell |
5,154
-524
| -9% | -$40.6K | 0.65% | 44 |
|
|
2022
Q1 | $481K | Buy |
5,678
+131
| +2% | +$11.1K | 0.47% | 65 |
|
|
2021
Q4 | $518K | Buy |
5,547
+517
| +10% | +$48.3K | 0.42% | 64 |
|
|
2021
Q3 | $395K | Buy |
5,030
+30
| +0.6% | +$2.36K | 0.35% | 90 |
|
|
2021
Q2 | $366K | Buy |
5,000
+1,275
| +34% | +$93.3K | 0.35% | 91 |
|
|
2021
Q1 | $282K | Hold |
3,725
| – | – | 0.3% | 106 |
|
|
2020
Q4 | $287K | Buy |
+3,725
| New | +$287K | 0.31% | 100 |
|