Novak & Powell Financial Services’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 | $394K | Hold |
5,670
| – | – | 0.27% | 80 |
|
2025
Q1 | $402K | Hold |
5,670
| – | – | 0.25% | 89 |
|
2024
Q4 | $406K | Hold |
5,670
| – | – | 0.24% | 86 |
|
2024
Q3 | $479K | Hold |
5,670
| – | – | 0.28% | 84 |
|
2024
Q2 | $401K | Hold |
5,670
| – | – | 0.25% | 88 |
|
2024
Q1 | $362K | Hold |
5,670
| – | – | 0.27% | 86 |
|
2023
Q4 | $344K | Buy |
+5,670
| New | +$344K | 0.23% | 93 |
|