Northeast Financial Consultants’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 | $243K | Buy |
3,498
+600
| +21% | +$41.7K | 0.01% | 270 |
|
2025
Q1 | $205K | Hold |
2,898
| – | – | 0.01% | 271 |
|
2024
Q4 | $208K | Hold |
2,898
| – | – | 0.01% | 276 |
|
2024
Q3 | $245K | Buy |
+2,898
| New | +$245K | 0.01% | 254 |
|
2023
Q2 | – | Sell |
-3,588
| Closed | -$277K | – | 316 |
|
2023
Q1 | $277K | Buy |
3,588
+13
| +0.4% | +$1K | 0.02% | 254 |
|
2022
Q4 | $299K | Buy |
3,575
+10
| +0.3% | +$836 | 0.02% | 243 |
|
2022
Q3 | $280K | Buy |
3,565
+513
| +17% | +$40.3K | 0.02% | 269 |
|
2022
Q2 | $236K | Sell |
3,052
-461
| -13% | -$35.6K | 0.02% | 291 |
|
2022
Q1 | $298K | Buy |
+3,513
| New | +$298K | 0.02% | 306 |
|