Sheets Smith Wealth Management’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 | $525K | Buy |
7,568
+221
| +3% | +$15.3K | 0.06% | 277 |
|
|
2025
Q1 | $521K | Buy |
7,347
+101
| +1% | +$7.16K | 0.06% | 249 |
|
|
2024
Q4 | $519K | Buy |
7,246
+1
| +0% | +$72 | 0.06% | 262 |
|
|
2024
Q3 | $612K | Buy |
7,245
+650
| +10% | +$54.9K | 0.07% | 221 |
|
|
2024
Q2 | $467K | Buy |
6,595
+1
| +0% | +$71 | 0.06% | 253 |
|
|
2024
Q1 | $421K | Buy |
+6,594
| New | +$421K | 0.05% | 275 |
|
|
2023
Q4 | – | Sell |
-4,698
| Closed | -$269K | – | 443 |
|
|
2023
Q3 | $269K | Buy |
4,698
+306
| +7% | +$17.5K | 0.04% | 283 |
|
|
2023
Q2 | $326K | Buy |
4,392
+230
| +6% | +$17.1K | 0.05% | 268 |
|
|
2023
Q1 | $321K | Buy |
+4,162
| New | +$321K | 0.05% | 259 |
|