Pin Oak Investment 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 | $8K | Hold |
113
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $8K | Hold |
113
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $10K | Hold |
113
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $9K | Buy |
+113
| New | +$9K | 0.01% | 350 |
|
|
2020
Q2 | – | Sell |
-360
| Closed | -$22K | – | 395 |
|
|
2020
Q1 | $22K | Sell |
360
-436
| -55% | -$26.6K | 0.02% | 218 |
|
|
2019
Q4 | $48K | Sell |
796
-360
| -31% | -$21.7K | 0.04% | 185 |
|
|
2019
Q3 | $67K | Hold |
1,156
| – | – | 0.05% | 171 |
|
|
2019
Q2 | $59K | Buy |
1,156
+796
| +221% | +$40.6K | 0.05% | 185 |
|
|
2019
Q1 | $17K | Hold |
360
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $16K | Hold |
360
| – | – | 0.01% | 269 |
|
|
2018
Q3 | $15K | Hold |
360
| – | – | 0.01% | 283 |
|
|
2018
Q2 | $15K | Hold |
360
| – | – | 0.01% | 290 |
|
|
2018
Q1 | $15K | Hold |
360
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $14K | Buy |
+360
| New | +$14K | 0.01% | 308 |
|