Naviter 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 | $331K | Buy |
4,774
+98
| +2% | +$6.8K | 0.04% | 228 |
|
|
2025
Q1 | $329K | Sell |
4,676
-1,471
| -24% | -$104K | 0.04% | 223 |
|
|
2024
Q4 | $441K | Sell |
6,147
-12,730
| -67% | -$913K | 0.05% | 217 |
|
|
2024
Q3 | $1.6M | Sell |
18,877
-367
| -2% | -$31K | 0.22% | 129 |
|
|
2024
Q2 | $1.36M | Buy |
19,244
+1,732
| +10% | +$123K | 0.2% | 135 |
|
|
2024
Q1 | $1.12M | Buy |
17,512
+7,084
| +68% | +$453K | 0.18% | 146 |
|
|
2023
Q4 | $633K | Sell |
10,428
-1,256
| -11% | -$76.3K | 0.13% | 166 |
|
|
2023
Q3 | $669K | Buy |
11,684
+211
| +2% | +$12.1K | 0.16% | 150 |
|
|
2023
Q2 | $851K | Buy |
11,473
+1,612
| +16% | +$120K | 0.22% | 121 |
|
|
2023
Q1 | $760K | Sell |
9,861
-485
| -5% | -$37.4K | 0.27% | 107 |
|
|
2022
Q4 | $868K | Buy |
10,346
+1,315
| +15% | +$110K | 0.24% | 97 |
|
|
2022
Q3 | $708K | Buy |
9,031
+466
| +5% | +$36.5K | 0.29% | 82 |
|
|
2022
Q2 | $663K | Buy |
+8,565
| New | +$663K | 0.27% | 87 |
|