Principal Securities’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 | $3.38M | Sell |
48,758
-9,415
| -16% | -$654K | 0.06% | 280 |
|
|
2025
Q1 | $4.17M | Buy |
58,173
+21
| +0% | +$1.51K | 0.09% | 214 |
|
|
2024
Q4 | $4.17M | Buy |
58,152
+6,231
| +12% | +$447K | 0.09% | 212 |
|
|
2024
Q3 | $4.39M | Buy |
51,921
+6,645
| +15% | +$562K | 0.11% | 184 |
|
|
2024
Q2 | $3.21M | Buy |
45,276
+2,368
| +6% | +$168K | 0.09% | 215 |
|
|
2024
Q1 | $2.74M | Buy |
42,908
+3,249
| +8% | +$208K | 0.09% | 223 |
|
|
2023
Q4 | $2.41M | Buy |
+39,659
| New | +$2.41M | 0.09% | 218 |
|