NewEdge 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 | $7.06M | Buy |
97,235
+8,078
| +9% | +$586K | 0.11% | 153 |
|
|
2025
Q1 | $6.32M | Sell |
89,157
-27,251
| -23% | -$1.93M | 0.11% | 152 |
|
|
2024
Q4 | $8.35M | Buy |
116,408
+734
| +0.6% | +$52.6K | 0.14% | 127 |
|
|
2024
Q3 | $9.78M | Buy |
115,674
+53,015
| +85% | +$4.48M | 0.18% | 120 |
|
|
2024
Q2 | $4.44M | Buy |
62,659
+472
| +0.8% | +$33.4K | 0.1% | 177 |
|
|
2024
Q1 | $4.28M | Buy |
62,187
+945
| +2% | +$65.1K | 0.1% | 188 |
|
|
2023
Q4 | $3.72M | Buy |
61,242
+978
| +2% | +$59.4K | 0.1% | 183 |
|
|
2023
Q3 | $3.45M | Buy |
60,264
+5,758
| +11% | +$330K | 0.11% | 166 |
|
|
2023
Q2 | $4.04M | Buy |
54,506
+13,421
| +33% | +$996K | 0.14% | 142 |
|
|
2023
Q1 | $3.17M | Sell |
41,085
-434
| -1% | -$33.5K | 0.12% | 158 |
|
|
2022
Q4 | $3.47M | Buy |
41,519
+3,415
| +9% | +$285K | 0.15% | 133 |
|
|
2022
Q3 | $2.99M | Buy |
38,104
+1,976
| +5% | +$155K | 0.14% | 138 |
|
|
2022
Q2 | $2.8M | Buy |
36,128
+21,652
| +150% | +$1.68M | 0.13% | 147 |
|
|
2022
Q1 | $1.23M | Buy |
14,476
+5,820
| +67% | +$493K | 0.05% | 204 |
|
|
2021
Q4 | $808K | Buy |
8,656
+1,821
| +27% | +$170K | 0.03% | 250 |
|
|
2021
Q3 | $537K | Sell |
6,835
-46,714
| -87% | -$3.67M | 0.03% | 215 |
|
|
2021
Q2 | $3.92M | Sell |
53,549
-3,512
| -6% | -$257K | 0.3% | 91 |
|
|
2021
Q1 | $4.31M | Buy |
57,061
+41,793
| +274% | +$3.16M | 0.43% | 72 |
|
|
2020
Q4 | $1.18M | Buy |
+15,268
| New | +$1.18M | 0.36% | 75 |
|