Robinson Smith Wealth 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 | $409K | Sell |
5,888
-34
| -0.6% | -$2.36K | 0.33% | 52 |
|
|
2025
Q1 | $420K | Buy |
5,922
+34
| +0.6% | +$2.41K | 0.35% | 53 |
|
|
2024
Q4 | $422K | Hold |
5,888
| – | – | 0.36% | 50 |
|
|
2024
Q3 | $498K | Sell |
5,888
-47
| -0.8% | -$3.97K | 0.42% | 50 |
|
|
2024
Q2 | $420K | Buy |
5,935
+16
| +0.3% | +$1.13K | 0.37% | 52 |
|
|
2024
Q1 | $378K | Sell |
5,919
-172
| -3% | -$11K | 0.36% | 55 |
|
|
2023
Q4 | $370K | Buy |
+6,091
| New | +$370K | 0.36% | 57 |
|