Rockline Wealth Management’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 | $4.21M | Sell |
60,715
-52
| -0.1% | -$3.61K | 1% | 32 |
|
|
2025
Q1 | $4.31M | Buy |
60,767
+2,269
| +4% | +$161K | 1.2% | 26 |
|
|
2024
Q4 | $4.19M | Buy |
58,498
+2,988
| +5% | +$214K | 1.12% | 28 |
|
|
2024
Q3 | $4.69M | Buy |
55,510
+1,490
| +3% | +$126K | 1.32% | 19 |
|
|
2024
Q2 | $3.83M | Buy |
54,020
+2,667
| +5% | +$189K | 1.18% | 24 |
|
|
2024
Q1 | $3.28M | Buy |
51,353
+992
| +2% | +$63.4K | 1.15% | 30 |
|
|
2023
Q4 | $3.06M | Buy |
+50,361
| New | +$3.06M | 1.27% | 26 |
|