Morton Brown Family 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 | $70.5K | Hold |
1,016
| – | – | 0.02% | 92 |
|
|
2025
Q1 | $72K | Hold |
1,016
| – | – | 0.02% | 90 |
|
|
2024
Q4 | $72.8K | Hold |
1,016
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $85.9K | Hold |
1,016
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $72.8K | Hold |
1,016
| – | – | 0.03% | 80 |
|
|
2024
Q1 | $64.9K | Sell |
1,016
-22
| -2% | -$1.41K | 0.03% | 80 |
|
|
2023
Q4 | $63K | Buy |
1,038
+22
| +2% | +$1.34K | 0.03% | 89 |
|
|
2023
Q3 | $58.2K | Hold |
1,016
| – | – | 0.03% | 74 |
|
|
2023
Q2 | $75.4K | Hold |
1,016
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $78.3K | Hold |
1,016
| – | – | 0.05% | 67 |
|
|
2022
Q4 | $84.9K | Sell |
1,016
-170
| -14% | -$14.2K | 0.06% | 65 |
|
|
2022
Q3 | $93K | Hold |
1,186
| – | – | 0.07% | 56 |
|
|
2022
Q2 | $92K | Buy |
1,186
+170
| +17% | +$13.2K | 0.07% | 55 |
|
|
2022
Q1 | $86K | Hold |
1,016
| – | – | 0.07% | 57 |
|
|
2021
Q4 | $95K | Buy |
+1,016
| New | +$95K | 0.07% | 59 |
|