Philip James Wealth Mangement’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 |
-7,140
| Closed | -$512K | – | 181 |
|
|
2024
Q4 | $512K | Sell |
7,140
-6,003
| -46% | -$430K | 0.07% | 107 |
|
|
2024
Q3 | $1.11M | Buy |
13,143
+772
| +6% | +$65.3K | 0.14% | 74 |
|
|
2024
Q2 | $876K | Sell |
12,371
-303
| -2% | -$21.5K | 0.58% | 25 |
|
|
2024
Q1 | $810K | Sell |
12,674
-249
| -2% | -$15.9K | 0.57% | 27 |
|
|
2023
Q4 | $785K | Buy |
+12,923
| New | +$785K | 0.61% | 26 |
|