New World 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 | $349K | Buy |
5,025
+1,814
| +56% | +$126K | 0.07% | 46 |
|
|
2025
Q1 | $228K | Buy |
3,211
+11
| +0.3% | +$780 | 0.05% | 71 |
|
|
2024
Q4 | $229K | Hold |
3,200
| – | – | 0.06% | 63 |
|
|
2024
Q3 | $270K | Hold |
3,200
| – | – | 0.07% | 60 |
|
|
2024
Q2 | $227K | Hold |
3,200
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $205K | Buy |
+3,200
| New | +$205K | 0.06% | 68 |
|
|
2023
Q3 | – | Sell |
-5,450
| Closed | -$404K | – | 65 |
|
|
2023
Q2 | $404K | Buy |
5,450
+2,250
| +70% | +$167K | 0.14% | 28 |
|
|
2023
Q1 | $247K | Hold |
3,200
| – | – | 0.09% | 55 |
|
|
2022
Q4 | $268K | Hold |
3,200
| – | – | 0.09% | 53 |
|
|
2022
Q3 | $251K | Hold |
3,200
| – | – | 0.12% | 46 |
|
|
2022
Q2 | $257K | Hold |
3,200
| – | – | 0.14% | 48 |
|
|
2022
Q1 | $244K | Sell |
3,200
-26
| -0.8% | -$1.98K | 0.13% | 51 |
|
|
2021
Q4 | $301K | Hold |
3,226
| – | – | 0.14% | 57 |
|
|
2021
Q3 | $272K | Sell |
3,226
-4,491
| -58% | -$379K | 0.13% | 56 |
|
|
2021
Q2 | $565K | Buy |
7,717
+4,517
| +141% | +$331K | 0.38% | 63 |
|
|
2021
Q1 | $242K | Buy |
3,200
+2,400
| +300% | +$182K | 0.13% | 25 |
|
|
2020
Q4 | $222K | Sell |
800
-2,400
| -75% | -$666K | 0.14% | 27 |
|
|
2020
Q3 | $232K | Hold |
3,200
| – | – | 0.15% | 26 |
|
|
2020
Q2 | $226K | Buy |
+3,200
| New | +$226K | 0.15% | 21 |
|
|
2019
Q2 | – | Sell |
-3,200
| Closed | -$155K | – | 83 |
|
|
2019
Q1 | $155K | Buy |
+3,200
| New | +$155K | 0.11% | 18 |
|