Rise 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
$132K Sell
1,904
-80
-4% -$5.55K 0.05% 126
2025
Q1
$141K Buy
1,984
+1,272
+179% +$90.2K 0.06% 116
2024
Q4
$51.1K Sell
712
-65
-8% -$4.66K 0.02% 226
2024
Q3
$65.7K Sell
777
-54
-6% -$4.56K 0.03% 196
2024
Q2
$58.9K Buy
831
+5
+0.6% +$354 0.03% 209
2024
Q1
$52.8K Buy
826
+7
+0.9% +$447 0.03% 221
2023
Q4
$49.7K Buy
819
+796
+3,461% +$48.3K 0.03% 160
2023
Q3
$1.34K Sell
23
-173
-88% -$10.1K ﹤0.01% 502
2023
Q2
$14.5K Sell
196
-9
-4% -$667 0.01% 287
2023
Q1
$15.8K Buy
205
+12
+6% +$923 0.01% 288
2022
Q4
$16.2K Buy
193
+1
+0.5% +$84 0.01% 276
2022
Q3
$15K Hold
192
0.01% 283
2022
Q2
$15K Buy
192
+2
+1% +$156 0.02% 272
2022
Q1
$16K Buy
190
+168
+764% +$14.1K 0.01% 269
2021
Q4
$2.09K Buy
+22
New +$2.09K ﹤0.01% 525