Monte 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 |
-2,765
| Closed | -$198K | – | 88 |
|
|
2024
Q4 | $198K | Hold |
2,765
| – | – | 0.08% | 84 |
|
|
2024
Q3 | $234K | Buy |
+2,765
| New | +$234K | 0.1% | 79 |
|
|
2023
Q3 | – | Sell |
-3,500
| Closed | -$260K | – | 84 |
|
|
2023
Q2 | $260K | Hold |
3,500
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $270K | Sell |
3,500
-500
| -13% | -$38.5K | 0.14% | 78 |
|
|
2022
Q4 | $334K | Hold |
4,000
| – | – | 0.17% | 72 |
|
|
2022
Q3 | $314K | Hold |
4,000
| – | – | 0.19% | 70 |
|
|
2022
Q2 | $310K | Hold |
4,000
| – | – | 0.18% | 71 |
|
|
2022
Q1 | $339K | Hold |
4,000
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $373K | Buy |
+4,000
| New | +$373K | 0.2% | 70 |
|