Silver Oak Securities’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 | $1.29M | Sell |
18,543
-3,106
| -14% | -$216K | 0.1% | 203 |
|
|
2025
Q1 | $1.53M | Sell |
21,649
-380
| -2% | -$26.8K | 0.14% | 157 |
|
|
2024
Q4 | $1.58M | Buy |
22,029
+15,831
| +255% | +$1.14M | 0.15% | 152 |
|
|
2024
Q3 | $524K | Buy |
6,198
+4,767
| +333% | +$403K | 0.06% | 326 |
|
|
2024
Q2 | $101K | Buy |
1,431
+90
| +7% | +$6.37K | 0.02% | 428 |
|
|
2024
Q1 | $85.7K | Buy |
+1,341
| New | +$85.7K | 0.01% | 432 |
|
|
2023
Q3 | – | Sell |
-5,585
| Closed | -$414K | – | 480 |
|
|
2023
Q2 | $414K | Buy |
5,585
+1,881
| +51% | +$139K | 0.07% | 266 |
|
|
2023
Q1 | $286K | Buy |
+3,704
| New | +$286K | 0.05% | 293 |
|