Patrick M. Sweeney & Associates’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 | $354K | Sell |
4,798
-105
| -2% | -$7.76K | 0.24% | 101 |
|
|
2025
Q1 | $348K | Hold |
4,903
| – | – | 0.26% | 96 |
|
|
2024
Q4 | $351K | Sell |
4,903
-45
| -0.9% | -$3.23K | 0.26% | 100 |
|
|
2024
Q3 | $418K | Buy |
4,948
+111
| +2% | +$9.38K | 0.31% | 81 |
|
|
2024
Q2 | $342K | Buy |
4,837
+490
| +11% | +$34.7K | 0.28% | 91 |
|
|
2024
Q1 | $278K | Buy |
4,347
+210
| +5% | +$13.4K | 0.23% | 110 |
|
|
2023
Q4 | $251K | Buy |
+4,137
| New | +$251K | 0.23% | 100 |
|