Personal CFO Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
11,808
-164
| -1% | -$11.4K | 0.15% | 146 |
|
|
2025
Q1 | $849K | Buy |
11,972
+1,736
| +17% | +$123K | 0.17% | 125 |
|
|
2024
Q4 | $734K | Buy |
10,236
+3,637
| +55% | +$261K | 0.14% | 154 |
|
|
2024
Q3 | $558K | Buy |
6,599
+39
| +0.6% | +$3.3K | 0.08% | 239 |
|
|
2024
Q2 | $465K | Sell |
6,560
-9,170
| -58% | -$649K | 0.07% | 257 |
|
|
2024
Q1 | $1.01M | Buy |
15,730
+667
| +4% | +$42.6K | 0.16% | 128 |
|
|
2023
Q4 | $915K | Buy |
15,063
+8,577
| +132% | +$521K | 0.16% | 134 |
|
|
2023
Q3 | $372K | Buy |
6,486
+517
| +9% | +$29.6K | 0.07% | 267 |
|
|
2023
Q2 | $443K | Buy |
5,969
+91
| +2% | +$6.75K | 0.09% | 224 |
|
|
2023
Q1 | $453K | Buy |
5,878
+842
| +17% | +$64.9K | 0.09% | 211 |
|
|
2022
Q4 | $421K | Buy |
5,036
+463
| +10% | +$38.7K | 0.09% | 210 |
|
|
2022
Q3 | $359K | Buy |
4,573
+57
| +1% | +$4.48K | 0.09% | 215 |
|
|
2022
Q2 | $350K | Buy |
4,516
+386
| +9% | +$29.9K | 0.08% | 234 |
|
|
2022
Q1 | $350K | Buy |
4,130
+345
| +9% | +$29.2K | 0.07% | 280 |
|
|
2021
Q4 | $353K | Buy |
3,785
+600
| +19% | +$56K | 0.07% | 276 |
|
|
2021
Q3 | $250K | Buy |
3,185
+137
| +4% | +$10.8K | 0.05% | 360 |
|
|
2021
Q2 | $223K | Buy |
3,048
+320
| +12% | +$23.4K | 0.05% | 383 |
|
|
2021
Q1 | $206K | Buy |
+2,728
| New | +$206K | 0.04% | 380 |
|