Rather & Kittrell’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 | $599K | Sell |
8,630
-241
| -3% | -$16.7K | 0.12% | 58 |
|
|
2025
Q1 | $629K | Sell |
8,871
-1,138
| -11% | -$80.7K | 0.14% | 55 |
|
|
2024
Q4 | $718K | Buy |
10,009
+17
| +0.2% | +$1.22K | 0.17% | 50 |
|
|
2024
Q3 | $845K | Sell |
9,992
-4,524
| -31% | -$382K | 0.21% | 45 |
|
|
2024
Q2 | $1.03M | Sell |
14,516
-3,684
| -20% | -$261K | 0.28% | 37 |
|
|
2024
Q1 | $1.16M | Sell |
18,200
-1,583
| -8% | -$101K | 0.35% | 35 |
|
|
2023
Q4 | $1.2M | Buy |
+19,783
| New | +$1.2M | 0.42% | 33 |
|
|
2023
Q3 | – | Sell |
-2,727
| Closed | -$202K | – | 62 |
|
|
2023
Q2 | $202K | Sell |
2,727
-20
| -0.7% | -$1.48K | 0.08% | 62 |
|
|
2023
Q1 | $212K | Hold |
2,747
| – | – | 0.1% | 57 |
|
|
2022
Q4 | $230K | Sell |
2,747
-100
| -4% | -$8.36K | 0.12% | 54 |
|
|
2022
Q3 | $223K | Sell |
2,847
-61
| -2% | -$4.78K | 0.23% | 57 |
|
|
2022
Q2 | $225K | Sell |
2,908
-113
| -4% | -$8.74K | 0.25% | 53 |
|
|
2022
Q1 | $255K | Buy |
3,021
+91
| +3% | +$7.68K | 0.25% | 51 |
|
|
2021
Q4 | $273K | Buy |
+2,930
| New | +$273K | 0.24% | 47 |
|