PSI 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 | – | Sell |
-1,276
| Closed | -$90.5K | – | 468 |
|
2025
Q1 | $90.5K | Sell |
1,276
-234
| -15% | -$16.6K | 0.03% | 178 |
|
2024
Q4 | $108K | Buy |
1,510
+2
| +0.1% | +$143 | 0.03% | 177 |
|
2024
Q3 | $127K | Buy |
1,508
+1
| +0.1% | +$85 | 0.04% | 165 |
|
2024
Q2 | $107K | Buy |
1,507
+2
| +0.1% | +$142 | 0.03% | 172 |
|
2024
Q1 | $96.2K | Buy |
1,505
+2
| +0.1% | +$128 | 0.03% | 183 |
|
2023
Q4 | $91.3K | Buy |
1,503
+2
| +0.1% | +$121 | 0.03% | 194 |
|
2023
Q3 | $86K | Buy |
1,501
+2
| +0.1% | +$115 | 0.04% | 189 |
|
2023
Q2 | $111K | Sell |
1,499
-774
| -34% | -$57.4K | 0.05% | 159 |
|
2023
Q1 | $175K | Buy |
2,273
+3
| +0.1% | +$231 | 0.08% | 125 |
|
2022
Q4 | $190K | Buy |
2,270
+2
| +0.1% | +$167 | 0.1% | 109 |
|
2022
Q3 | $178K | Sell |
2,268
-238
| -9% | -$18.7K | 0.09% | 116 |
|
2022
Q2 | $194K | Buy |
2,506
+3
| +0.1% | +$232 | 0.1% | 125 |
|
2022
Q1 | $212K | Buy |
2,503
+2
| +0.1% | +$169 | 0.09% | 137 |
|
2021
Q4 | $233K | Buy |
2,501
+572
| +30% | +$53.3K | 0.09% | 137 |
|
2021
Q3 | $151K | Buy |
+1,929
| New | +$151K | 0.07% | 159 |
|
2020
Q1 | – | Sell |
-2,332
| Closed | -$141K | – | 410 |
|
2019
Q4 | $141K | Buy |
+2,332
| New | +$141K | 0.09% | 154 |
|