Riverwater Partners’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 | $626K | Buy |
9,012
+257
| +3% | +$17.8K | 0.29% | 95 |
|
|
2025
Q1 | $621K | Buy |
8,755
+6
| +0.1% | +$425 | 0.32% | 84 |
|
|
2024
Q4 | $627K | Buy |
8,749
+16
| +0.2% | +$1.15K | 0.31% | 88 |
|
|
2024
Q3 | $746K | Sell |
8,733
-25
| -0.3% | -$2.14K | 0.37% | 78 |
|
|
2024
Q2 | $620K | Sell |
8,758
-39
| -0.4% | -$2.76K | 0.46% | 61 |
|
|
2024
Q1 | $562K | Buy |
+8,797
| New | +$562K | 0.41% | 68 |
|
|
2023
Q3 | – | Sell |
-2,697
| Closed | -$200K | – | 206 |
|
|
2023
Q2 | $200K | Sell |
2,697
-65
| -2% | -$4.82K | 0.18% | 177 |
|
|
2023
Q1 | $213K | Buy |
2,762
+87
| +3% | +$6.71K | 0.2% | 168 |
|
|
2022
Q4 | $224K | Hold |
2,675
| – | – | 0.19% | 175 |
|
|
2022
Q3 | $210K | Sell |
2,675
-3
| -0.1% | -$236 | 0.21% | 166 |
|
|
2022
Q2 | $207K | Buy |
+2,678
| New | +$207K | 0.21% | 182 |
|
|
2022
Q1 | – | Sell |
-2,535
| Closed | -$237K | – | 174 |
|
|
2021
Q4 | $237K | Buy |
+2,535
| New | +$237K | 0.21% | 183 |
|