Regatta Capital Group’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 | $222K | Buy |
3,203
+5
| +0.2% | +$347 | 0.04% | 198 |
|
2025
Q1 | $227K | Buy |
3,198
+1
| +0% | +$71 | 0.04% | 174 |
|
2024
Q4 | $229K | Sell |
3,197
-60
| -2% | -$4.3K | 0.04% | 173 |
|
2024
Q3 | $275K | Buy |
3,257
+60
| +2% | +$5.07K | 0.05% | 162 |
|
2024
Q2 | $226K | Hold |
3,197
| – | – | 0.05% | 168 |
|
2024
Q1 | $204K | Buy |
+3,197
| New | +$204K | 0.05% | 175 |
|
2023
Q3 | – | Sell |
-3,022
| Closed | -$224K | – | 167 |
|
2023
Q2 | $224K | Sell |
3,022
-66
| -2% | -$4.9K | 0.07% | 153 |
|
2023
Q1 | $258K | Hold |
3,088
| – | – | 0.09% | 149 |
|
2022
Q4 | $258K | Buy |
3,088
+8
| +0.3% | +$669 | 0.09% | 149 |
|
2022
Q3 | $239K | Hold |
3,080
| – | – | 0.1% | 146 |
|
2022
Q2 | $239K | Sell |
3,080
-24
| -0.8% | -$1.86K | 0.11% | 134 |
|
2022
Q1 | $263K | Buy |
3,104
+1
| +0% | +$85 | 0.09% | 148 |
|
2021
Q4 | $290K | Buy |
+3,103
| New | +$290K | 0.1% | 149 |
|