Semus Wealth Partners’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 | $470K | Buy |
6,770
+48
| +0.7% | +$3.33K | 0.3% | 60 |
|
|
2025
Q1 | $477K | Sell |
6,722
-363
| -5% | -$25.7K | 0.33% | 54 |
|
|
2024
Q4 | $508K | Sell |
7,085
-120
| -2% | -$8.6K | 0.34% | 52 |
|
|
2024
Q3 | $609K | Sell |
7,205
-424
| -6% | -$35.8K | 0.43% | 49 |
|
|
2024
Q2 | $540K | Sell |
7,629
-806
| -10% | -$57.1K | 0.42% | 44 |
|
|
2024
Q1 | $539K | Sell |
8,435
-653
| -7% | -$41.7K | 0.45% | 44 |
|
|
2023
Q4 | $552K | Buy |
9,088
+136
| +2% | +$8.26K | 0.45% | 46 |
|
|
2023
Q3 | $513K | Buy |
8,952
+251
| +3% | +$14.4K | 0.48% | 47 |
|
|
2023
Q2 | $646K | Buy |
8,701
+59
| +0.7% | +$4.38K | 0.59% | 38 |
|
|
2023
Q1 | $666K | Sell |
8,642
-1,302
| -13% | -$100K | 0.72% | 30 |
|
|
2022
Q4 | $831K | Buy |
+9,944
| New | +$831K | 1.01% | 22 |
|