RDFA
Ritter Daniher Financial Advisory’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Hold |
12,713
| – | – | 0.22% | 40 |
|
|
2025
Q1 | $901K | Hold |
12,713
| – | – | 0.25% | 36 |
|
|
2024
Q4 | $911K | Buy |
12,713
+250
| +2% | +$17.9K | 0.26% | 35 |
|
|
2024
Q3 | $1.05M | Hold |
12,463
| – | – | 0.31% | 28 |
|
|
2024
Q2 | $883K | Hold |
12,463
| – | – | 0.28% | 36 |
|
|
2024
Q1 | $797K | Hold |
12,463
| – | – | 0.26% | 37 |
|
|
2023
Q4 | $757K | Sell |
12,463
-722
| -5% | -$43.9K | 0.28% | 35 |
|
|
2023
Q3 | $755K | Hold |
13,185
| – | – | 0.32% | 28 |
|
|
2023
Q2 | $978K | Sell |
13,185
-15
| -0.1% | -$1.11K | 0.41% | 21 |
|
|
2023
Q1 | $1.02M | Hold |
13,200
| – | – | 0.45% | 19 |
|
|
2022
Q4 | $1.1M | Sell |
13,200
-1,143
| -8% | -$95.6K | 0.53% | 19 |
|
|
2022
Q3 | $1.13M | Sell |
14,343
-86
| -0.6% | -$6.75K | 0.81% | 16 |
|
|
2022
Q2 | $1.12M | Hold |
14,429
| – | – | 0.8% | 17 |
|
|
2022
Q1 | $1.22M | Sell |
14,429
-50
| -0.3% | -$4.24K | 0.84% | 15 |
|
|
2021
Q4 | $1.35M | Sell |
14,479
-1,549
| -10% | -$145K | 0.9% | 15 |
|
|
2021
Q3 | $1.26M | Hold |
16,028
| – | – | 0.92% | 14 |
|
|
2021
Q2 | $1.18M | Hold |
16,028
| – | – | 0.87% | 14 |
|
|
2021
Q1 | $1.21M | Sell |
16,028
-362
| -2% | -$27.4K | 0.97% | 14 |
|
|
2020
Q4 | $1.26M | Buy |
+16,390
| New | +$1.26M | 1.1% | 14 |
|