Phillips Wealth Planners’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 | $588K | Buy |
8,112
+192
| +2% | +$13.9K | 0.53% | 63 |
|
|
2025
Q1 | $521K | Buy |
7,920
+63
| +0.8% | +$4.15K | 0.55% | 61 |
|
|
2024
Q4 | $529K | Sell |
7,857
-25
| -0.3% | -$1.69K | 0.53% | 58 |
|
|
2024
Q3 | $665K | Sell |
7,882
-1,537
| -16% | -$130K | 0.64% | 41 |
|
|
2024
Q2 | $687K | Buy |
9,419
+787
| +9% | +$57.4K | 0.72% | 33 |
|
|
2024
Q1 | $533K | Buy |
8,632
+1,746
| +25% | +$108K | 0.61% | 47 |
|
|
2023
Q4 | $397K | Sell |
6,886
-2,212
| -24% | -$128K | 0.48% | 71 |
|
|
2023
Q3 | $477K | Buy |
9,098
+47
| +0.5% | +$2.46K | 0.65% | 52 |
|
|
2023
Q2 | $672K | Buy |
9,051
+270
| +3% | +$20K | 0.88% | 35 |
|
|
2023
Q1 | $674K | Buy |
8,781
+237
| +3% | +$18.2K | 0.89% | 33 |
|
|
2022
Q4 | $646K | Buy |
+8,544
| New | +$646K | 1.13% | 29 |
|