Olistico Wealth’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 | $162K | Buy |
2,334
+2,025
| +655% | +$141K | 0.09% | 103 |
|
|
2025
Q1 | $21.9K | Hold |
309
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $22.2K | Sell |
309
-142
| -31% | -$10.2K | 0.01% | 207 |
|
|
2024
Q3 | $38.1K | Sell |
451
-1,265
| -74% | -$107K | 0.02% | 176 |
|
|
2024
Q2 | $122K | Buy |
+1,716
| New | +$122K | 0.08% | 118 |
|
|
2023
Q3 | – | Sell |
-2,895
| Closed | -$215K | – | 107 |
|
|
2023
Q2 | $215K | Buy |
+2,895
| New | +$215K | 0.18% | 102 |
|
|
2023
Q1 | – | Sell |
-8,050
| Closed | -$673K | – | 102 |
|
|
2022
Q4 | $673K | Buy |
+8,050
| New | +$673K | 0.73% | 38 |
|