SFP
Sandbox Financial Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Sell |
14,261
-215
| -1% | -$14.9K | 0.31% | 48 |
|
|
2025
Q1 | $1.03M | Sell |
14,476
-398
| -3% | -$28.2K | 0.36% | 44 |
|
|
2024
Q4 | $1.07M | Sell |
14,874
-876
| -6% | -$62.8K | 0.36% | 43 |
|
|
2024
Q3 | $1.33M | Buy |
15,750
+1,115
| +8% | +$94.2K | 0.47% | 38 |
|
|
2024
Q2 | $1.04M | Buy |
14,635
+467
| +3% | +$33.1K | 0.4% | 42 |
|
|
2024
Q1 | $905K | Sell |
14,168
-582
| -4% | -$37.2K | 0.38% | 45 |
|
|
2023
Q4 | $896K | Sell |
14,750
-5,790
| -28% | -$352K | 0.42% | 41 |
|
|
2023
Q3 | $1.18M | Sell |
20,540
-1,185
| -5% | -$67.9K | 0.62% | 25 |
|
|
2023
Q2 | $1.61M | Sell |
21,725
-3,950
| -15% | -$293K | 0.84% | 19 |
|
|
2023
Q1 | $1.98M | Buy |
25,675
+519
| +2% | +$40K | 1.19% | 15 |
|
|
2022
Q4 | $2.1M | Buy |
25,156
+19
| +0.1% | +$1.59K | 1.46% | 15 |
|
|
2022
Q3 | $1.97M | Sell |
25,137
-347
| -1% | -$27.2K | 1.44% | 14 |
|
|
2022
Q2 | $1.97M | Buy |
25,484
+25
| +0.1% | +$1.94K | 1.41% | 14 |
|
|
2022
Q1 | $2.16M | Sell |
25,459
-516
| -2% | -$43.7K | 1.23% | 15 |
|
|
2021
Q4 | $2.43M | Buy |
25,975
+8,039
| +45% | +$751K | 1.52% | 12 |
|
|
2021
Q3 | $1.41M | Buy |
17,936
+1,127
| +7% | +$88.5K | 1% | 21 |
|
|
2021
Q2 | $1.23M | Sell |
16,809
-42
| -0.2% | -$3.08K | 0.92% | 21 |
|
|
2021
Q1 | $1.31M | Buy |
16,851
+2,106
| +14% | +$163K | 1.07% | 19 |
|
|
2020
Q4 | $1.14M | Buy |
+14,745
| New | +$1.14M | 1.04% | 20 |
|