Obermeyer Wealth Partners’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 | $20.6M | Buy |
296,416
+832
| +0.3% | +$57.8K | 1.02% | 35 |
|
|
2025
Q1 | $21M | Buy |
295,584
+291,511
| +7,157% | +$20.7M | 1.12% | 34 |
|
|
2024
Q4 | $292K | Buy |
+4,073
| New | +$292K | 0.02% | 208 |
|
|
2024
Q1 | – | Sell |
-5,115
| Closed | -$311K | – | 258 |
|
|
2023
Q4 | $311K | Buy |
+5,115
| New | +$311K | 0.02% | 168 |
|
|
2022
Q2 | – | Sell |
-2,413
| Closed | -$204K | – | 226 |
|
|
2022
Q1 | $204K | Hold |
2,413
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $225K | Buy |
+2,413
| New | +$225K | 0.01% | 211 |
|