Provenance Wealth 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 | $51.9K | Sell |
747
-3,126
| -81% | -$217K | 0.01% | 211 |
|
|
2025
Q1 | $275K | Sell |
3,873
-14,230
| -79% | -$1.01M | 0.04% | 107 |
|
|
2024
Q4 | $1.3M | Buy |
18,103
+17,120
| +1,742% | +$1.23M | 0.17% | 38 |
|
|
2024
Q3 | $83.1K | Hold |
983
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $69.6K | Hold |
983
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $62.8K | Sell |
983
-58
| -6% | -$3.71K | 0.01% | 210 |
|
|
2023
Q4 | $63.2K | Buy |
1,041
+464
| +80% | +$28.2K | 0.01% | 192 |
|
|
2023
Q3 | $33.1K | Buy |
+577
| New | +$33.1K | 0.01% | 200 |
|