Northstar Advisory Group’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 | $374K | Hold |
5,380
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $381K | Sell |
5,380
-7,568
| -58% | -$537K | 0.25% | 73 |
|
|
2024
Q4 | $928K | Sell |
12,948
-92
| -0.7% | -$6.6K | 0.47% | 46 |
|
|
2024
Q3 | $1.1M | Buy |
13,040
+2,169
| +20% | +$183K | 0.57% | 47 |
|
|
2024
Q2 | $770K | Buy |
10,871
+2,587
| +31% | +$183K | 0.44% | 48 |
|
|
2024
Q1 | $618K | Buy |
8,284
+3,485
| +73% | +$260K | 0.37% | 50 |
|
|
2023
Q4 | $292K | Hold |
4,799
| – | – | 0.17% | 72 |
|
|
2023
Q3 | $275K | Buy |
4,799
+1
| +0% | +$57 | 0.2% | 73 |
|
|
2023
Q2 | $356K | Buy |
4,798
+99
| +2% | +$7.35K | 0.23% | 64 |
|
|
2023
Q1 | $362K | Sell |
4,699
-3,034
| -39% | -$234K | 0.27% | 64 |
|
|
2022
Q4 | $647K | Buy |
7,733
+17
| +0.2% | +$1.42K | 0.51% | 40 |
|
|
2022
Q3 | $605K | Buy |
7,716
+7
| +0.1% | +$549 | 0.54% | 37 |
|
|
2022
Q2 | $597K | Sell |
7,709
-1,992
| -21% | -$154K | 0.44% | 35 |
|
|
2022
Q1 | $822K | Sell |
9,701
-46
| -0.5% | -$3.9K | 0.53% | 45 |
|
|
2021
Q4 | $910K | Buy |
+9,747
| New | +$910K | 0.54% | 37 |
|
|
2021
Q3 | – | Sell |
-9,065
| Closed | -$664K | – | 93 |
|
|
2021
Q2 | $664K | Buy |
9,065
+724
| +9% | +$53K | 0.42% | 50 |
|
|
2021
Q1 | $631K | Buy |
8,341
+671
| +9% | +$50.8K | 0.48% | 48 |
|
|
2020
Q4 | $592K | Buy |
+7,670
| New | +$592K | 0.5% | 46 |
|