Sara-Bay 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
Q2 | $390K | Sell |
5,625
-350
| -6% | -$24.3K | 0.14% | 59 |
|
|
2025
Q1 | $421K | Sell |
5,975
-24
| -0.4% | -$1.69K | 0.19% | 56 |
|
|
2024
Q4 | $431K | Sell |
5,999
-23
| -0.4% | -$1.65K | 0.16% | 60 |
|
|
2024
Q3 | $509K | Sell |
6,022
-3,777
| -39% | -$319K | 0.18% | 57 |
|
|
2024
Q2 | $694K | Buy |
9,799
+3,513
| +56% | +$249K | 0.28% | 44 |
|
|
2024
Q1 | $398K | Sell |
6,286
-111
| -2% | -$7.04K | 0.18% | 64 |
|
|
2023
Q4 | $389K | Buy |
6,397
+4
| +0.1% | +$243 | 0.19% | 61 |
|
|
2023
Q3 | $366K | Buy |
6,393
+2
| +0% | +$115 | 0.19% | 60 |
|
|
2023
Q2 | $474K | Sell |
6,391
-100
| -2% | -$7.42K | 0.23% | 50 |
|
|
2023
Q1 | $500K | Sell |
6,491
-703
| -10% | -$54.2K | 0.25% | 44 |
|
|
2022
Q4 | $601K | Sell |
7,194
-429
| -6% | -$35.8K | 0.34% | 36 |
|
|
2022
Q3 | $598K | Sell |
7,623
-214
| -3% | -$16.8K | 0.33% | 33 |
|
|
2022
Q2 | $610K | Sell |
7,837
-43
| -0.5% | -$3.35K | 0.3% | 37 |
|
|
2022
Q1 | $667K | Sell |
7,880
-180
| -2% | -$15.2K | 0.26% | 37 |
|
|
2021
Q4 | $752K | Sell |
8,060
-333
| -4% | -$31.1K | 0.23% | 37 |
|
|
2021
Q3 | $659K | Sell |
8,393
-77
| -0.9% | -$6.05K | 0.26% | 35 |
|
|
2021
Q2 | $620K | Sell |
8,470
-75
| -0.9% | -$5.49K | 0.23% | 39 |
|
|
2021
Q1 | $646K | Sell |
8,545
-2,100
| -20% | -$159K | 0.26% | 36 |
|
|
2020
Q4 | $821K | Sell |
10,645
-1,699
| -14% | -$131K | 0.37% | 24 |
|
|
2020
Q3 | $857K | Sell |
12,344
-160
| -1% | -$11.1K | 0.47% | 23 |
|
|
2020
Q2 | $762K | Buy |
+12,504
| New | +$762K | 0.44% | 25 |
|