Sittner & Nelson’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 | $273K | Hold |
3,936
| – | – | 0.11% | 121 |
|
2025
Q1 | $279K | Hold |
3,936
| – | – | 0.12% | 116 |
|
2024
Q4 | $282K | Hold |
3,936
| – | – | 0.12% | 108 |
|
2024
Q3 | $333K | Buy |
3,936
+160
| +4% | +$13.5K | 0.15% | 93 |
|
2024
Q2 | $267K | Sell |
3,776
-200
| -5% | -$14.2K | 0.13% | 93 |
|
2024
Q1 | $254K | Hold |
3,976
| – | – | 0.13% | 103 |
|
2023
Q4 | $242K | Hold |
3,976
| – | – | 0.13% | 101 |
|
2023
Q3 | $228K | Hold |
3,976
| – | – | 0.13% | 96 |
|
2023
Q2 | $295K | Hold |
3,976
| – | – | 0.16% | 90 |
|
2023
Q1 | $306K | Buy |
3,976
+40
| +1% | +$3.08K | 0.18% | 92 |
|
2022
Q4 | $329K | Sell |
3,936
-314
| -7% | -$26.3K | 0.2% | 89 |
|
2022
Q3 | $333K | Sell |
4,250
-350
| -8% | -$27.4K | 0.22% | 77 |
|
2022
Q2 | $356K | Hold |
4,600
| – | – | 0.23% | 76 |
|
2022
Q1 | $390K | Hold |
4,600
| – | – | 0.23% | 73 |
|
2021
Q4 | $429K | Hold |
4,600
| – | – | 0.25% | 67 |
|
2021
Q3 | $361K | Buy |
4,600
+100
| +2% | +$7.85K | 0.23% | 72 |
|
2021
Q2 | $330K | Sell |
4,500
-400
| -8% | -$29.3K | 0.23% | 68 |
|
2021
Q1 | $370K | Hold |
4,900
| – | – | 0.28% | 67 |
|
2020
Q4 | $378K | Buy |
+4,900
| New | +$378K | 0.34% | 60 |
|