Opes Wealth Management’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 | $353K | Buy |
5,084
+727
| +17% | +$50.5K | 0.06% | 112 |
|
|
2025
Q1 | $309K | Buy |
4,357
+41
| +0.9% | +$2.91K | 0.06% | 114 |
|
|
2024
Q4 | $309K | Sell |
4,316
-94
| -2% | -$6.74K | 0.06% | 110 |
|
|
2024
Q3 | $373K | Hold |
4,410
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $312K | Buy |
4,410
+218
| +5% | +$15.4K | 0.07% | 104 |
|
|
2024
Q1 | $268K | Sell |
4,192
-134
| -3% | -$8.56K | 0.06% | 115 |
|
|
2023
Q4 | $263K | Sell |
4,326
-462
| -10% | -$28.1K | 0.06% | 111 |
|
|
2023
Q3 | $274K | Buy |
4,788
+51
| +1% | +$2.92K | 0.08% | 105 |
|
|
2023
Q2 | $351K | Buy |
+4,737
| New | +$351K | 0.1% | 97 |
|