RTD Financial 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 | $703K | Sell |
10,128
-825
| -8% | -$57.3K | 0.09% | 74 |
|
|
2025
Q1 | $776K | Sell |
10,953
-193
| -2% | -$13.7K | 0.1% | 69 |
|
|
2024
Q4 | $799K | Hold |
11,146
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $942K | Hold |
11,146
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $789K | Sell |
11,146
-245
| -2% | -$17.3K | 0.11% | 66 |
|
|
2024
Q1 | $728K | Hold |
11,391
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $692K | Hold |
11,391
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $653K | Sell |
11,391
-203
| -2% | -$11.6K | 0.1% | 66 |
|
|
2023
Q2 | $860K | Sell |
11,594
-207
| -2% | -$15.4K | 0.13% | 62 |
|
|
2023
Q1 | $910K | Buy |
+11,801
| New | +$910K | 0.14% | 62 |
|
|
2022
Q3 | – | Sell |
-2,740
| Closed | -$212K | – | 102 |
|
|
2022
Q2 | $212K | Sell |
2,740
-31
| -1% | -$2.4K | 0.03% | 103 |
|
|
2022
Q1 | $235K | Buy |
2,771
+31
| +1% | +$2.63K | 0.03% | 105 |
|
|
2021
Q4 | $256K | Buy |
+2,740
| New | +$256K | 0.03% | 107 |
|