Parcion Private 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 | $386K | Buy |
5,562
+112
| +2% | +$7.78K | 0.03% | 201 |
|
|
2025
Q1 | $386K | Sell |
5,450
-1,025
| -16% | -$72.7K | 0.03% | 190 |
|
|
2024
Q4 | $464K | Hold |
6,475
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $547K | Buy |
6,475
+740
| +13% | +$62.6K | 0.05% | 149 |
|
|
2024
Q2 | $406K | Buy |
5,735
+659
| +13% | +$46.7K | 0.04% | 148 |
|
|
2024
Q1 | $324K | Sell |
5,076
-1,298
| -20% | -$83K | 0.03% | 162 |
|
|
2023
Q4 | $387K | Sell |
6,374
-34,556
| -84% | -$2.1M | 0.04% | 150 |
|
|
2023
Q3 | $2.34M | Sell |
40,930
-21,820
| -35% | -$1.25M | 0.24% | 69 |
|
|
2023
Q2 | $4.66M | Buy |
62,750
+3,364
| +6% | +$250K | 0.47% | 52 |
|
|
2023
Q1 | $4.58M | Buy |
59,386
+12,068
| +26% | +$930K | 0.48% | 48 |
|
|
2022
Q4 | $3.96M | Buy |
47,318
+11,322
| +31% | +$947K | 0.43% | 51 |
|
|
2022
Q3 | $2.82M | Buy |
35,996
+320
| +0.9% | +$25.1K | 0.32% | 69 |
|
|
2022
Q2 | $2.86M | Sell |
35,676
-2,893
| -8% | -$232K | 0.28% | 78 |
|
|
2022
Q1 | $3.29M | Sell |
38,569
-12,982
| -25% | -$1.11M | 0.31% | 74 |
|
|
2021
Q4 | $4.29M | Buy |
51,551
+612
| +1% | +$51K | 0.39% | 65 |
|
|
2021
Q3 | $4.16M | Buy |
50,939
+10
| +0% | +$816 | 0.37% | 67 |
|
|
2021
Q2 | $3.73M | Buy |
50,929
+1,047
| +2% | +$76.7K | 0.37% | 72 |
|
|
2021
Q1 | $3.77M | Sell |
49,882
-2,192
| -4% | -$166K | 0.43% | 65 |
|
|
2020
Q4 | $4.02M | Buy |
52,074
+4,458
| +9% | +$344K | 0.53% | 52 |
|
|
2020
Q3 | $3.35M | Buy |
47,616
+21,156
| +80% | +$1.49M | 0.51% | 47 |
|
|
2020
Q2 | $1.63M | Buy |
26,460
+4,324
| +20% | +$267K | 0.28% | 65 |
|
|
2020
Q1 | $1.33M | Sell |
22,136
-4,696
| -18% | -$283K | 0.37% | 57 |
|
|
2019
Q4 | $1.62M | Buy |
+26,832
| New | +$1.62M | 0.35% | 60 |
|