Resonant Capital 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 | $654K | Buy |
9,419
+2,468
| +36% | +$171K | 0.04% | 208 |
|
|
2025
Q1 | $493K | Buy |
6,951
+1,110
| +19% | +$78.7K | 0.03% | 213 |
|
|
2024
Q4 | $419K | Sell |
5,841
-42
| -0.7% | -$3.01K | 0.03% | 225 |
|
|
2024
Q3 | $497K | Buy |
5,883
+368
| +7% | +$31.1K | 0.04% | 212 |
|
|
2024
Q2 | $391K | Buy |
5,515
+325
| +6% | +$23K | 0.03% | 225 |
|
|
2024
Q1 | $332K | Buy |
5,190
+1,029
| +25% | +$65.8K | 0.03% | 252 |
|
|
2023
Q4 | $253K | Buy |
+4,161
| New | +$253K | 0.02% | 257 |
|
|
2023
Q3 | – | Sell |
-4,028
| Closed | -$299K | – | 277 |
|
|
2023
Q2 | $299K | Buy |
4,028
+243
| +6% | +$18K | 0.03% | 212 |
|
|
2023
Q1 | $292K | Sell |
3,785
-195
| -5% | -$15K | 0.03% | 206 |
|
|
2022
Q4 | $333K | Sell |
3,980
-672
| -14% | -$56.2K | 0.04% | 199 |
|
|
2022
Q3 | $365K | Buy |
4,652
+5
| +0.1% | +$392 | 0.06% | 174 |
|
|
2022
Q2 | $360K | Buy |
4,647
+916
| +25% | +$71K | 0.06% | 175 |
|
|
2022
Q1 | $320K | Buy |
+3,731
| New | +$320K | 0.05% | 178 |
|