Richardson Financial Services’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 | $628K | Sell |
8,600
-336
| -4% | -$24.5K | 0.42% | 64 |
|
|
2025
Q1 | $633K | Sell |
8,936
-202
| -2% | -$14.3K | 0.48% | 55 |
|
|
2024
Q4 | $656K | Buy |
9,138
+60
| +0.7% | +$4.31K | 0.46% | 55 |
|
|
2024
Q3 | $643K | Hold |
9,078
| – | – | 0.41% | 61 |
|
|
2024
Q2 | $643K | Sell |
9,078
-428
| -5% | -$30.3K | 0.46% | 56 |
|
|
2024
Q1 | $608K | Buy |
9,506
+1,030
| +12% | +$65.8K | 0.43% | 67 |
|
|
2023
Q4 | $515K | Buy |
+8,476
| New | +$515K | 0.45% | 66 |
|