Sargent Investment Group’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
$269K Buy
3,812
+240
+7% +$16.9K 0.04% 208
2025
Q1
$253K Buy
3,572
+233
+7% +$16.5K 0.04% 202
2024
Q4
$224K Sell
3,339
-3
-0.1% -$201 0.04% 213
2024
Q3
$282K Buy
3,342
+195
+6% +$16.5K 0.05% 174
2024
Q2
$223K Buy
+3,147
New +$223K 0.05% 196