RFA
Resurgent Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
17,691
+812
| +5% | +$56.4K | 0.67% | 38 |
|
|
2025
Q1 | $1.2M | Buy |
16,879
+1,202
| +8% | +$85.2K | 0.72% | 34 |
|
|
2024
Q4 | $1.12M | Sell |
15,677
-82
| -0.5% | -$5.88K | 0.66% | 36 |
|
|
2024
Q3 | $1.33M | Buy |
15,759
+200
| +1% | +$16.9K | 0.78% | 32 |
|
|
2024
Q2 | $1.1M | Buy |
15,559
+1,073
| +7% | +$76K | 0.68% | 39 |
|
|
2024
Q1 | $926K | Sell |
14,486
-142
| -1% | -$9.08K | 0.49% | 58 |
|
|
2023
Q4 | $889K | Sell |
14,628
-3,052
| -17% | -$185K | 0.55% | 42 |
|
|
2023
Q3 | $1.01M | Buy |
17,680
+51
| +0.3% | +$2.92K | 0.69% | 34 |
|
|
2023
Q2 | $1.31M | Sell |
17,629
-1,138
| -6% | -$84.4K | 0.86% | 23 |
|
|
2023
Q1 | $1.45M | Buy |
18,767
+120
| +0.6% | +$9.25K | 0.96% | 24 |
|
|
2022
Q4 | $1.56M | Buy |
18,647
+489
| +3% | +$40.9K | 0.82% | 26 |
|
|
2022
Q3 | $1.42M | Buy |
18,158
+3,737
| +26% | +$293K | 0.95% | 22 |
|
|
2022
Q2 | $1.12M | Buy |
14,421
+2,893
| +25% | +$224K | 0.72% | 35 |
|
|
2022
Q1 | $977K | Buy |
11,528
+1,137
| +11% | +$96.4K | 0.61% | 41 |
|
|
2021
Q4 | $970K | Buy |
+10,391
| New | +$970K | 0.77% | 35 |
|