Partnership 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 | $555K | Hold |
8,000
| – | – | 0.45% | 44 |
|
2025
Q1 | $567K | Hold |
8,000
| – | – | 0.48% | 44 |
|
2024
Q4 | $574K | Hold |
8,000
| – | – | 0.48% | 44 |
|
2024
Q3 | $676K | Hold |
8,000
| – | – | 0.48% | 37 |
|
2024
Q2 | $566K | Hold |
8,000
| – | – | 0.42% | 51 |
|
2024
Q1 | $511K | Hold |
8,000
| – | – | 0.36% | 60 |
|
2023
Q4 | $469K | Buy |
+8,000
| New | +$469K | 0.35% | 59 |
|