PCA Investment Advisory Services’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
Q1 | – | Sell |
-5,820
| Closed | -$417K | – | 108 |
|
|
2024
Q4 | $417K | Buy |
5,820
+168
| +3% | +$12K | 0.19% | 72 |
|
|
2024
Q3 | $478K | Buy |
5,652
+15
| +0.3% | +$1.27K | 0.23% | 66 |
|
|
2024
Q2 | $399K | Buy |
5,637
+18
| +0.3% | +$1.28K | 0.21% | 67 |
|
|
2024
Q1 | $359K | Buy |
5,619
+20
| +0.4% | +$1.28K | 0.2% | 70 |
|
|
2023
Q4 | $340K | Buy |
5,599
+109
| +2% | +$6.62K | 0.22% | 67 |
|
|
2023
Q3 | $315K | Buy |
5,490
+15
| +0.3% | +$859 | 0.22% | 71 |
|
|
2023
Q2 | $406K | Buy |
5,475
+15
| +0.3% | +$1.11K | 0.24% | 61 |
|
|
2023
Q1 | $421K | Buy |
+5,460
| New | +$421K | 0.3% | 59 |
|