PFW 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 | $2.25M | Sell |
32,477
-870
| -3% | -$60.4K | 0.69% | 34 |
|
|
2025
Q1 | $2.36M | Buy |
33,347
+305
| +0.9% | +$21.6K | 0.74% | 34 |
|
|
2024
Q4 | $2.37M | Buy |
+33,042
| New | +$2.37M | 0.73% | 34 |
|
|
2024
Q2 | $2.34M | Sell |
32,977
-1,055
| -3% | -$74.7K | 0.74% | 29 |
|
|
2024
Q1 | $2.17M | Sell |
34,032
-368
| -1% | -$23.5K | 0.66% | 38 |
|
|
2023
Q4 | $2.09M | Buy |
34,400
+1,592
| +5% | +$96.7K | 0.67% | 38 |
|
|
2023
Q3 | $1.88M | Buy |
32,808
+2,467
| +8% | +$141K | 0.66% | 37 |
|
|
2023
Q2 | $2.09M | Buy |
+30,341
| New | +$2.09M | 0.7% | 34 |
|
|
2019
Q3 | $2.8M | Buy |
+132,396
| New | +$2.8M | 0.85% | 22 |
|