MSH Capital Advisors’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 | $644K | Buy |
9,271
+158
| +2% | +$11K | 0.19% | 131 |
|
2025
Q1 | $646K | Buy |
9,113
+2,810
| +45% | +$199K | 0.2% | 119 |
|
2024
Q4 | $452K | Buy |
6,303
+1,317
| +26% | +$94.4K | 0.14% | 160 |
|
2024
Q3 | $421K | Buy |
4,986
+202
| +4% | +$17.1K | 0.13% | 165 |
|
2024
Q2 | $339K | Buy |
4,784
+2
| +0% | +$142 | 0.11% | 172 |
|
2024
Q1 | $306K | Buy |
4,782
+364
| +8% | +$23.3K | 0.11% | 174 |
|
2023
Q4 | $268K | Buy |
+4,418
| New | +$268K | 0.1% | 176 |
|