Sage Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
3,336
| – | – | 0.17% | 32 |
|
|
2025
Q1 | $236K | Hold |
3,336
| – | – | 0.17% | 29 |
|
|
2024
Q4 | $239K | Hold |
3,336
| – | – | 0.18% | 26 |
|
|
2024
Q3 | $282K | Hold |
3,336
| – | – | 0.22% | 22 |
|
|
2024
Q2 | $236K | Hold |
3,336
| – | – | 0.19% | 23 |
|
|
2024
Q1 | $213K | Hold |
3,336
| – | – | 0.19% | 25 |
|
|
2023
Q4 | $203K | Buy |
+3,336
| New | +$203K | 0.2% | 26 |
|