Phoenix Financial’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 | $7.31M | Sell |
105,184
-16,145
| -13% | -$1.12M | 0.1% | 109 |
|
|
2025
Q1 | $8.6M | Sell |
121,329
-7,268
| -6% | -$515K | 0.13% | 104 |
|
|
2024
Q4 | $9.22M | Sell |
128,597
-12,007
| -9% | -$861K | 0.13% | 97 |
|
|
2024
Q3 | $11.9M | Buy |
140,604
+14,336
| +11% | +$1.21M | 0.18% | 80 |
|
|
2024
Q2 | $8.97M | Buy |
126,268
+29,904
| +31% | +$2.12M | 0.14% | 89 |
|
|
2024
Q1 | $6.16M | Buy |
96,364
+32,579
| +51% | +$2.08M | 0.09% | 121 |
|
|
2023
Q4 | $4.36M | Sell |
63,785
-21,583
| -25% | -$1.48M | 0.07% | 128 |
|
|
2023
Q3 | $4.89M | Buy |
85,368
+1,572
| +2% | +$90.1K | 0.09% | 97 |
|
|
2023
Q2 | $6.2M | Buy |
83,796
+40,084
| +92% | +$2.97M | 0.13% | 80 |
|
|
2023
Q1 | $3.37M | Buy |
43,712
+19,789
| +83% | +$1.53M | 0.08% | 110 |
|
|
2022
Q4 | $2M | Buy |
23,923
+787
| +3% | +$65.8K | 0.04% | 136 |
|
|
2022
Q3 | $1.85M | Buy |
23,136
+203
| +0.9% | +$16.2K | 0.04% | 153 |
|
|
2022
Q2 | $1.78M | Buy |
22,933
+1,150
| +5% | +$89.1K | 0.04% | 172 |
|
|
2022
Q1 | $1.85M | Buy |
+21,783
| New | +$1.85M | 0.03% | 197 |
|