Paragon Private 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 | $1.47M | Sell |
21,169
-2,219
| -9% | -$154K | 0.59% | 46 |
|
|
2025
Q1 | $1.66M | Sell |
23,388
-2,514
| -10% | -$178K | 0.77% | 36 |
|
|
2024
Q4 | $1.86M | Buy |
25,902
+282
| +1% | +$20.2K | 0.86% | 35 |
|
|
2024
Q3 | $2.17M | Buy |
25,620
+5,802
| +29% | +$490K | 1.07% | 27 |
|
|
2024
Q2 | $1.4M | Sell |
19,818
-1,396
| -7% | -$98.9K | 0.79% | 36 |
|
|
2024
Q1 | $1.36M | Buy |
21,214
+194
| +0.9% | +$12.4K | 0.81% | 39 |
|
|
2023
Q4 | $1.28M | Buy |
21,020
+1,058
| +5% | +$64.3K | 0.89% | 39 |
|
|
2023
Q3 | $1.14M | Buy |
19,962
+1,621
| +9% | +$92.9K | 0.94% | 36 |
|
|
2023
Q2 | $1.36M | Sell |
18,341
-55
| -0.3% | -$4.08K | 1.08% | 29 |
|
|
2023
Q1 | $1.42M | Buy |
18,396
+1,781
| +11% | +$137K | 1.2% | 26 |
|
|
2022
Q4 | $1.39M | Buy |
16,615
+1,422
| +9% | +$119K | 1.25% | 23 |
|
|
2022
Q3 | $1.15M | Buy |
15,193
+2,237
| +17% | +$170K | 1.12% | 28 |
|
|
2022
Q2 | $1M | Buy |
12,956
+3
| +0% | +$232 | 1.07% | 31 |
|
|
2022
Q1 | $1.04M | Hold |
12,953
| – | – | 1.01% | 31 |
|
|
2021
Q4 | $1.21M | Buy |
+12,953
| New | +$1.21M | 1.07% | 32 |
|