Regent Peak 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
Q1 | $499K | Sell |
7,041
-29
| -0.4% | -$2.06K | 0.12% | 83 |
|
|
2024
Q4 | $507K | Sell |
7,070
-55
| -0.8% | -$3.94K | 0.11% | 85 |
|
|
2024
Q3 | $602K | Sell |
7,125
-18
| -0.3% | -$1.52K | 0.14% | 79 |
|
|
2024
Q2 | $506K | Buy |
7,143
+99
| +1% | +$7.01K | 0.12% | 88 |
|
|
2024
Q1 | $450K | Buy |
7,044
+325
| +5% | +$20.8K | 0.11% | 91 |
|
|
2023
Q4 | $408K | Buy |
6,719
+105
| +2% | +$6.38K | 0.11% | 92 |
|
|
2023
Q3 | $379K | Sell |
6,614
-563
| -8% | -$32.3K | 0.12% | 94 |
|
|
2023
Q2 | $533K | Sell |
7,177
-35
| -0.5% | -$2.6K | 0.16% | 76 |
|
|
2023
Q1 | $556K | Sell |
7,212
-363
| -5% | -$28K | 0.17% | 73 |
|
|
2022
Q4 | $633K | Buy |
7,575
+471
| +7% | +$39.4K | 0.21% | 72 |
|
|
2022
Q3 | $557K | Buy |
7,104
+164
| +2% | +$12.9K | 0.2% | 75 |
|
|
2022
Q2 | $537K | Buy |
6,940
+287
| +4% | +$22.2K | 0.18% | 76 |
|
|
2022
Q1 | $564K | Sell |
6,653
-49
| -0.7% | -$4.15K | 0.16% | 80 |
|
|
2021
Q4 | $626K | Buy |
6,702
+251
| +4% | +$23.4K | 0.17% | 80 |
|
|
2021
Q3 | $507K | Buy |
6,451
+33
| +0.5% | +$2.59K | 0.15% | 89 |
|
|
2021
Q2 | $500K | Buy |
6,418
+250
| +4% | +$19.5K | 0.14% | 89 |
|
|
2021
Q1 | $466K | Sell |
6,168
-151
| -2% | -$11.4K | 0.15% | 88 |
|
|
2020
Q4 | $488K | Buy |
6,319
+399
| +7% | +$30.8K | 0.16% | 84 |
|
|
2020
Q3 | $411K | Buy |
5,920
+132
| +2% | +$9.16K | 0.17% | 83 |
|
|
2020
Q2 | $348K | Buy |
5,788
+236
| +4% | +$14.2K | 0.16% | 82 |
|
|
2020
Q1 | $334K | Sell |
5,552
-1,820
| -25% | -$109K | 0.19% | 77 |
|
|
2019
Q4 | $446K | Buy |
+7,372
| New | +$446K | 0.2% | 79 |
|