Oak Harvest Investment 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
Q1 | – | Sell |
-75,369
| Closed | -$5.4M | – | 154 |
|
|
2024
Q4 | $5.4M | Buy |
75,369
+3,289
| +5% | +$236K | 0.75% | 47 |
|
|
2024
Q3 | $6.09M | Buy |
72,080
+4,098
| +6% | +$346K | 0.87% | 46 |
|
|
2024
Q2 | $4.81M | Buy |
67,982
+2,624
| +4% | +$186K | 0.75% | 47 |
|
|
2024
Q1 | $4.18M | Buy |
65,358
+1,510
| +2% | +$96.5K | 0.68% | 48 |
|
|
2023
Q4 | $3.88M | Buy |
63,848
+3,547
| +6% | +$215K | 0.77% | 44 |
|
|
2023
Q3 | $3.45M | Buy |
60,301
+8,020
| +15% | +$459K | 0.73% | 45 |
|
|
2023
Q2 | $3.88M | Buy |
52,281
+12,620
| +32% | +$936K | 0.87% | 43 |
|
|
2023
Q1 | $3.06M | Buy |
39,661
+36,354
| +1,099% | +$2.8M | 0.7% | 50 |
|
|
2022
Q4 | $276K | Buy |
3,307
+199
| +6% | +$16.6K | 0.07% | 83 |
|
|
2022
Q3 | $244K | Buy |
3,108
+124
| +4% | +$9.74K | 0.07% | 86 |
|
|
2022
Q2 | $231K | Buy |
2,984
+152
| +5% | +$11.8K | 0.06% | 80 |
|
|
2022
Q1 | $240K | Sell |
2,832
-22
| -0.8% | -$1.86K | 0.06% | 79 |
|
|
2021
Q4 | $266K | Sell |
2,854
-52
| -2% | -$4.85K | 0.07% | 78 |
|
|
2021
Q3 | $228K | Buy |
+2,906
| New | +$228K | 0.07% | 78 |
|