Perennial Investment Advisors’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 | $263K | Buy |
3,791
+225
| +6% | +$15.6K | 0.03% | 373 |
|
|
2025
Q1 | $253K | Buy |
3,566
+272
| +8% | +$19.3K | 0.03% | 352 |
|
|
2024
Q4 | $236K | Buy |
3,294
+39
| +1% | +$2.79K | 0.03% | 351 |
|
|
2024
Q3 | $275K | Buy |
3,255
+49
| +2% | +$4.14K | 0.04% | 301 |
|
|
2024
Q2 | $227K | Sell |
3,206
-25
| -0.8% | -$1.77K | 0.03% | 323 |
|
|
2024
Q1 | $206K | Buy |
+3,231
| New | +$206K | 0.03% | 317 |
|
|
2023
Q3 | – | Sell |
-3,110
| Closed | -$231K | – | 333 |
|
|
2023
Q2 | $231K | Buy |
3,110
+211
| +7% | +$15.7K | 0.04% | 287 |
|
|
2023
Q1 | $224K | Buy |
2,899
+231
| +9% | +$17.8K | 0.04% | 289 |
|
|
2022
Q4 | $223K | Buy |
2,668
+97
| +4% | +$8.11K | 0.09% | 188 |
|
|
2022
Q3 | $202K | Buy |
+2,571
| New | +$202K | 0.09% | 182 |
|