PFG Private Wealth Management’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 | – | Sell |
-143
| Closed | -$10.1K | – | 178 |
|
|
2025
Q1 | $10.1K | Buy |
+143
| New | +$10.1K | 0.01% | 151 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$29.7K | – | 316 |
|
|
2023
Q2 | $29.7K | Hold |
400
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $30.8K | Hold |
400
| – | – | 0.02% | 164 |
|
|
2022
Q4 | $33K | Hold |
400
| – | – | 0.02% | 156 |
|
|
2022
Q3 | $31K | Hold |
400
| – | – | 0.02% | 153 |
|
|
2022
Q2 | $31K | Hold |
400
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $34K | Sell |
400
-5
| -1% | -$425 | 0.02% | 163 |
|
|
2021
Q4 | $38K | Buy |
405
+5
| +1% | +$469 | 0.02% | 165 |
|
|
2021
Q3 | $31K | Buy |
+400
| New | +$31K | 0.02% | 160 |
|