Simplicity Wealth’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 | $1.13M | Buy |
16,308
+11,302
| +226% | +$785K | 0.05% | 307 |
|
|
2025
Q1 | $355K | Buy |
+5,006
| New | +$355K | 0.03% | 397 |
|
|
2024
Q3 | – | Sell |
-43,670
| Closed | -$3.09M | – | 956 |
|
|
2024
Q2 | $3.09M | Buy |
43,670
+522
| +1% | +$37K | 0.07% | 266 |
|
|
2024
Q1 | $2.76M | Buy |
+43,148
| New | +$2.76M | 0.07% | 286 |
|