Modern 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 | $17.1M | Buy |
246,058
+34,415
| +16% | +$2.39M | 0.43% | 57 |
|
|
2025
Q1 | $15M | Buy |
211,643
+10,638
| +5% | +$754K | 0.48% | 50 |
|
|
2024
Q4 | $14.4M | Buy |
201,005
+185,101
| +1,164% | +$13.3M | 0.54% | 47 |
|
|
2024
Q3 | $1.34M | Buy |
15,904
+225
| +1% | +$19K | 0.08% | 143 |
|
|
2024
Q2 | $1.11M | Buy |
15,679
+890
| +6% | +$63K | 0.08% | 132 |
|
|
2024
Q1 | $945K | Buy |
14,789
+3,180
| +27% | +$203K | 0.09% | 121 |
|
|
2023
Q4 | $705K | Buy |
+11,609
| New | +$705K | 0.09% | 76 |
|