Safeguard Financial’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
Q1 | – | Sell |
-3,023
| Closed | -$217K | – | 115 |
|
|
2024
Q4 | $217K | Buy |
3,023
+168
| +6% | +$12K | 0.05% | 109 |
|
|
2024
Q3 | $241K | Sell |
2,855
-1,097
| -28% | -$92.7K | 0.06% | 107 |
|
|
2024
Q2 | $280K | Buy |
+3,952
| New | +$280K | 0.08% | 84 |
|
|
2023
Q3 | – | Sell |
-700
| Closed | -$51K | – | 382 |
|
|
2023
Q2 | $51K | Buy |
+700
| New | +$51K | 0.02% | 155 |
|