Mosaic Family Wealth Partners’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 | $1.35M | Sell |
19,444
-52
| -0.3% | -$3.61K | 0.17% | 63 |
|
|
2025
Q1 | $1.38M | Buy |
19,496
+279
| +1% | +$19.8K | 0.2% | 56 |
|
|
2024
Q4 | $1.38M | Buy |
19,217
+31
| +0.2% | +$2.22K | 0.2% | 55 |
|
|
2024
Q3 | $1.62M | Buy |
19,186
+10
| +0.1% | +$845 | 0.24% | 46 |
|
|
2024
Q2 | $1.36M | Sell |
19,176
-2,768
| -13% | -$196K | 0.22% | 56 |
|
|
2024
Q1 | $1.4M | Sell |
21,944
-1,397
| -6% | -$89.3K | 0.23% | 53 |
|
|
2023
Q4 | $1.42M | Buy |
23,341
+1,322
| +6% | +$80.3K | 0.24% | 46 |
|
|
2023
Q3 | $1.26M | Buy |
22,019
+11
| +0% | +$630 | 0.25% | 46 |
|
|
2023
Q2 | $1.63M | Buy |
22,008
+14
| +0.1% | +$1.04K | 0.32% | 40 |
|
|
2023
Q1 | $1.7M | Sell |
21,994
-249
| -1% | -$19.2K | 0.35% | 38 |
|
|
2022
Q4 | $1.86M | Buy |
+22,243
| New | +$1.86M | 0.52% | 33 |
|