Northwest Wealth Management’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
Q1 | – | Sell |
-2,834
| Closed | -$203K | – | 191 |
|
|
2024
Q4 | $203K | Sell |
2,834
-180
| -6% | -$12.9K | 0.04% | 160 |
|
|
2024
Q3 | $255K | Buy |
3,014
+17
| +0.6% | +$1.44K | 0.06% | 135 |
|
|
2024
Q2 | $212K | Buy |
+2,997
| New | +$212K | 0.05% | 157 |
|
|
2019
Q2 | – | Sell |
-604
| Closed | -$29K | – | 346 |
|
|
2019
Q1 | $29K | Hold |
604
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $26K | Hold |
604
| – | – | 0.02% | 260 |
|
|
2018
Q3 | $25K | Hold |
604
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $25K | Hold |
604
| – | – | 0.02% | 282 |
|
|
2018
Q1 | $25K | Buy |
+604
| New | +$25K | 0.02% | 286 |
|