Pathway Financial Advisers’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 | $1.13M | Buy |
16,275
+1,270
| +8% | +$88.2K | 0.37% | 87 |
|
2025
Q1 | $1.06M | Buy |
15,005
+2,124
| +16% | +$151K | 0.36% | 85 |
|
2024
Q4 | $923K | Buy |
12,881
+330
| +3% | +$23.7K | 0.31% | 93 |
|
2024
Q3 | $1.06M | Buy |
12,551
+796
| +7% | +$67.3K | 0.48% | 67 |
|
2024
Q2 | $831K | Buy |
11,755
+1,511
| +15% | +$107K | 0.3% | 98 |
|
2024
Q1 | $655K | Buy |
10,244
+595
| +6% | +$38K | 0.24% | 111 |
|
2023
Q4 | $586K | Buy |
9,649
+321
| +3% | +$19.5K | 0.22% | 112 |
|
2023
Q3 | $535K | Buy |
+9,328
| New | +$535K | 0.22% | 111 |
|
2023
Q1 | $710K | Buy |
9,207
+40
| +0.4% | +$3.08K | 0.29% | 92 |
|
2022
Q4 | $766K | Buy |
+9,167
| New | +$766K | 0.31% | 88 |
|