Pathstone Holdings’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 | $18.4M | Buy |
264,679
+2,318
| +0.9% | +$161K | 0.07% | 183 |
|
|
2025
Q1 | $18.5M | Sell |
262,361
-4,458
| -2% | -$315K | 0.08% | 184 |
|
|
2024
Q4 | $19.1M | Sell |
266,819
-18,771
| -7% | -$1.35M | 0.08% | 166 |
|
|
2024
Q3 | $24.1M | Buy |
285,590
+11,971
| +4% | +$1.01M | 0.11% | 134 |
|
|
2024
Q2 | $19.4M | Buy |
273,619
+42,377
| +18% | +$3M | 0.09% | 158 |
|
|
2024
Q1 | $14.8M | Buy |
231,242
+23,248
| +11% | +$1.49M | 0.07% | 206 |
|
|
2023
Q4 | $12.6M | Buy |
+207,994
| New | +$12.6M | 0.07% | 218 |
|