MGB 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 | $323K | Sell |
4,640
-3,228
| -41% | -$224K | 0.11% | 166 |
|
|
2025
Q1 | $557K | Sell |
7,868
-254
| -3% | -$18K | 0.2% | 114 |
|
|
2024
Q4 | $582K | Hold |
8,122
| – | – | 0.18% | 100 |
|
|
2024
Q3 | $687K | Buy |
8,122
+107
| +1% | +$9.05K | 0.25% | 90 |
|
|
2024
Q2 | $607K | Buy |
8,015
+1,643
| +26% | +$124K | 0.23% | 99 |
|
|
2024
Q1 | $407K | Hold |
6,372
| – | – | 0.17% | 131 |
|
|
2023
Q4 | $387K | Buy |
+6,372
| New | +$387K | 0.19% | 129 |
|