Mitchell & Pahl Private Wealth’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 | $2.73M | Buy |
39,291
+1,065
| +3% | +$73.9K | 1.2% | 28 |
|
|
2025
Q1 | $2.71M | Buy |
38,226
+345
| +0.9% | +$24.5K | 1.26% | 20 |
|
|
2024
Q4 | $2.72M | Buy |
37,881
+949
| +3% | +$68K | 1.27% | 18 |
|
|
2024
Q3 | $3.12M | Buy |
36,932
+611
| +2% | +$51.6K | 1.45% | 11 |
|
|
2024
Q2 | $2.57M | Sell |
36,321
-291
| -0.8% | -$20.6K | 1.36% | 13 |
|
|
2024
Q1 | $2.34M | Buy |
36,612
+1,312
| +4% | +$83.8K | 1.23% | 17 |
|
|
2023
Q4 | $2.14M | Sell |
35,300
-1,107
| -3% | -$67.2K | 1.22% | 20 |
|
|
2023
Q3 | $2.09M | Buy |
36,407
+1,540
| +4% | +$88.2K | 1.24% | 20 |
|
|
2023
Q2 | $2.59M | Buy |
34,867
+328
| +0.9% | +$24.3K | 1.56% | 11 |
|
|
2023
Q1 | $2.66M | Buy |
34,539
+928
| +3% | +$71.5K | 1.67% | 10 |
|
|
2022
Q4 | $2.81M | Sell |
33,611
-7
| -0% | -$585 | 1.84% | 6 |
|
|
2022
Q3 | $2.64M | Buy |
33,618
+64
| +0.2% | +$5.02K | 1.95% | 5 |
|
|
2022
Q2 | $2.6M | Buy |
33,554
+706
| +2% | +$54.7K | 1.81% | 8 |
|
|
2022
Q1 | $2.78M | Buy |
32,848
+703
| +2% | +$59.6K | 1.77% | 7 |
|
|
2021
Q4 | $3M | Buy |
32,145
+283
| +0.9% | +$26.4K | 1.92% | 5 |
|
|
2021
Q3 | $2.5M | Buy |
31,862
+106
| +0.3% | +$8.32K | 1.8% | 5 |
|
|
2021
Q2 | $2.33M | Buy |
31,756
+344
| +1% | +$25.2K | 1.66% | 9 |
|
|
2021
Q1 | $2.38M | Buy |
31,412
+228
| +0.7% | +$17.2K | 1.84% | 8 |
|
|
2020
Q4 | $2.41M | Buy |
+31,184
| New | +$2.41M | 2.02% | 7 |
|