NewSquare Capital’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,397
| Closed | -$97K | – | 854 |
|
|
2025
Q2 | $97K | Buy |
1,397
+649
| +87% | +$45.1K | 0.01% | 217 |
|
|
2025
Q1 | $53K | Buy |
748
+660
| +750% | +$46.6K | ﹤0.01% | 234 |
|
|
2024
Q4 | $6.31K | Buy |
+88
| New | +$6.84K | ﹤0.01% | 336 |
|
|
2024
Q2 | – | Sell |
-12
| Closed | -$767 | – | 430 |
|
|
2024
Q1 | $767 | Hold |
12
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $729 | Sell |
12
-68
| -85% | -$3.88K | ﹤0.01% | 425 |
|
|
2023
Q3 | $4.58K | Sell |
80
-233
| -74% | -$16.1K | ﹤0.01% | 386 |
|
|
2023
Q2 | $23.2K | Buy |
313
+104
| +50% | +$7.87K | ﹤0.01% | 239 |
|
|
2023
Q1 | $16.1K | Buy |
209
+160
| +327% | +$12.3K | ﹤0.01% | 290 |
|
|
2022
Q4 | $4.1K | Buy |
+49
| New | +$3.96K | ﹤0.01% | 396 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 513 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 460 |
|
|
2022
Q1 | – | Sell |
-653
| Closed | -$61K | – | 440 |
|
|
2021
Q4 | $61K | Hold |
653
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $51K | Hold |
653
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $48K | Buy |
653
+549
| +528% | +$41.2K | 0.01% | 200 |
|
|
2021
Q1 | $8K | Hold |
104
| – | – | ﹤0.01% | 258 |
|
|
2020
Q4 | $8K | Buy |
+104
| New | +$7.78K | ﹤0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 413 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2.51K | ﹤0.01% | 319 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 352 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$2K | – | 362 |
|
|
2019
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 309 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 313 |
|
|
2018
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 308 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 294 |
|
|
2018
Q1 | $1K | Sell |
32
-32
| -50% | -$1.23K | ﹤0.01% | 326 |
|
|
2017
Q4 | $2K | Sell |
64
-60
| -48% | -$2.32K | ﹤0.01% | 315 |
|
|
2017
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 258 |
|
|
2017
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 261 |
|
|
2017
Q1 | $4K | Hold |
124
| – | – | ﹤0.01% | 263 |
|
|
2016
Q4 | $4K | Sell |
124
-156
| -56% | -$4.66K | ﹤0.01% | 268 |
|
|
2016
Q3 | $9K | Buy |
280
+156
| +126% | +$4.92K | ﹤0.01% | 265 |
|
|
2016
Q2 | $4K | Buy |
+124
| New | +$3.72K | ﹤0.01% | 299 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 271 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 263 |
|
Other funds holding NEE
