PFA
Plotkin Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
5,425
-100
| -2% | -$6.94K | 0.21% | 67 |
|
|
2025
Q1 | $392K | Sell |
5,525
-275
| -5% | -$19.5K | 0.24% | 65 |
|
|
2024
Q4 | $416K | Hold |
5,800
| – | – | 0.25% | 62 |
|
|
2024
Q3 | $490K | Buy |
5,800
+400
| +7% | +$33.8K | 0.29% | 53 |
|
|
2024
Q2 | $382K | Hold |
5,400
| – | – | 0.25% | 62 |
|
|
2024
Q1 | $345K | Hold |
5,400
| – | – | 0.23% | 63 |
|
|
2023
Q4 | $328K | Hold |
5,400
| – | – | 0.25% | 59 |
|
|
2023
Q3 | $309K | Sell |
5,400
-45
| -0.8% | -$2.58K | 0.27% | 58 |
|
|
2023
Q2 | $404K | Buy |
5,445
+245
| +5% | +$18.2K | 0.34% | 50 |
|
|
2023
Q1 | $401K | Hold |
5,200
| – | – | 0.37% | 45 |
|
|
2022
Q4 | $435K | Hold |
5,200
| – | – | 0.44% | 40 |
|
|
2022
Q3 | $408K | Hold |
5,200
| – | – | 0.41% | 42 |
|
|
2022
Q2 | $403K | Hold |
5,200
| – | – | 0.38% | 40 |
|
|
2022
Q1 | $440K | Hold |
5,200
| – | – | 0.31% | 49 |
|
|
2021
Q4 | $485K | Sell |
5,200
-920
| -15% | -$85.9K | 0.31% | 51 |
|
|
2021
Q3 | $481K | Hold |
6,120
| – | – | 0.29% | 56 |
|
|
2021
Q2 | $448K | Sell |
6,120
-48
| -0.8% | -$3.52K | 0.25% | 61 |
|
|
2021
Q1 | $466K | Buy |
6,168
+48
| +0.8% | +$3.63K | 0.29% | 49 |
|
|
2020
Q4 | $472K | Buy |
6,120
+4,590
| +300% | +$354K | 0.31% | 41 |
|
|
2020
Q3 | $425K | Hold |
1,530
| – | – | 0.47% | 37 |
|
|
2020
Q2 | $367K | Hold |
1,530
| – | – | 0.31% | 41 |
|
|
2020
Q1 | $368K | Hold |
1,530
| – | – | 0.45% | 37 |
|
|
2019
Q4 | $371K | Buy |
+1,530
| New | +$371K | 0.34% | 41 |
|