Nvest Financial’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 | $3.11M | Buy |
44,748
+2,668
| +6% | +$185K | 1.62% | 20 |
|
|
2025
Q1 | $2.98M | Buy |
42,080
+10,180
| +32% | +$722K | 1.6% | 20 |
|
|
2024
Q4 | $2.29M | Buy |
31,900
+1,018
| +3% | +$73K | 1.16% | 27 |
|
|
2024
Q3 | $2.61M | Buy |
30,882
+373
| +1% | +$31.5K | 1.49% | 19 |
|
|
2024
Q2 | $2.16M | Buy |
30,509
+4,329
| +17% | +$307K | 1.33% | 25 |
|
|
2024
Q1 | $1.67M | Buy |
26,180
+4,352
| +20% | +$278K | 1.11% | 30 |
|
|
2023
Q4 | $1.33M | Buy |
21,828
+6,810
| +45% | +$414K | 1.04% | 31 |
|
|
2023
Q3 | $860K | Buy |
15,018
+1,937
| +15% | +$111K | 0.8% | 31 |
|
|
2023
Q2 | $971K | Buy |
13,081
+1,235
| +10% | +$91.6K | 0.85% | 32 |
|
|
2023
Q1 | $913K | Buy |
11,846
+132
| +1% | +$10.2K | 0.95% | 30 |
|
|
2022
Q4 | $979K | Buy |
11,714
+40
| +0.3% | +$3.34K | 1.23% | 28 |
|
|
2022
Q3 | $915K | Sell |
11,674
-198
| -2% | -$15.5K | 1.29% | 28 |
|
|
2022
Q2 | $920K | Sell |
11,872
-7,411
| -38% | -$574K | 0.97% | 36 |
|
|
2022
Q1 | $1.63M | Buy |
+19,283
| New | +$1.63M | 1.34% | 22 |
|