Quotient Wealth Partners’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 | $720K | Buy |
10,365
+776
| +8% | +$53.9K | 0.02% | 148 |
|
|
2025
Q1 | $680K | Sell |
9,589
-12
| -0.1% | -$851 | 0.02% | 145 |
|
|
2024
Q4 | $688K | Sell |
9,601
-427
| -4% | -$30.6K | 0.02% | 138 |
|
|
2024
Q3 | $848K | Sell |
10,028
-170
| -2% | -$14.4K | 0.03% | 123 |
|
|
2024
Q2 | $722K | Sell |
10,198
-742
| -7% | -$52.5K | 0.03% | 127 |
|
|
2024
Q1 | $699K | Sell |
10,940
-1,513
| -12% | -$96.7K | 0.03% | 140 |
|
|
2023
Q4 | $756K | Buy |
+12,453
| New | +$756K | 0.03% | 144 |
|