ORG 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 | $246K | Buy |
4,518
+457
| +11% | +$24.9K | 0.05% | 278 |
|
2025
Q1 | $207K | Buy |
4,061
+684
| +20% | +$34.8K | 0.05% | 273 |
|
2024
Q4 | $242K | Buy |
3,377
+540
| +19% | +$38.8K | 0.03% | 293 |
|
2024
Q3 | $240K | Sell |
2,837
-271
| -9% | -$22.9K | 0.04% | 257 |
|
2024
Q2 | $218K | Buy |
3,108
+2,798
| +903% | +$196K | 0.03% | 409 |
|
2024
Q1 | $19.7K | Sell |
310
-13,853
| -98% | -$879K | 0.04% | 220 |
|
2023
Q4 | $860K | Buy |
14,163
+9,700
| +217% | +$589K | 0.14% | 129 |
|
2023
Q3 | $256K | Sell |
4,463
-1,462
| -25% | -$83.8K | 0.08% | 251 |
|
2023
Q2 | $440K | Buy |
+5,925
| New | +$440K | 0.07% | 235 |
|