Pinnacle Family 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 | $201K | Buy |
+2,792
| New | +$201K | 0.1% | 122 |
|
|
2025
Q1 | – | Sell |
-2,932
| Closed | -$210K | – | 121 |
|
|
2024
Q4 | $210K | Buy |
2,932
+4
| +0.1% | +$287 | 0.1% | 110 |
|
|
2024
Q3 | $247K | Buy |
+2,928
| New | +$247K | 0.13% | 105 |
|
|
2024
Q2 | – | Sell |
-3,161
| Closed | -$202K | – | 118 |
|
|
2024
Q1 | $202K | Buy |
+3,161
| New | +$202K | 0.11% | 98 |
|
|
2021
Q3 | – | Sell |
-6,176
| Closed | -$453K | – | 152 |
|
|
2021
Q2 | $453K | Buy |
6,176
+262
| +4% | +$19.2K | 0.2% | 75 |
|
|
2021
Q1 | $447K | Sell |
5,914
-3,187
| -35% | -$241K | 0.23% | 70 |
|
|
2020
Q4 | $702K | Buy |
+9,101
| New | +$702K | 0.43% | 51 |
|
|
2020
Q2 | – | Sell |
-3,452
| Closed | -$213K | – | 87 |
|
|
2020
Q1 | $213K | Buy |
+3,452
| New | +$213K | 0.26% | 55 |
|
|
2019
Q2 | – | Sell |
-4,844
| Closed | -$234K | – | 85 |
|
|
2019
Q1 | $234K | Buy |
+4,844
| New | +$234K | 0.21% | 67 |
|