Soltis Investment Advisors’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 | $841K | Buy |
12,114
+7,645
| +171% | +$531K | 0.07% | 193 |
|
|
2025
Q1 | $317K | Sell |
4,469
-368
| -8% | -$26.1K | 0.03% | 293 |
|
|
2024
Q4 | $347K | Buy |
4,837
+288
| +6% | +$20.6K | 0.03% | 271 |
|
|
2024
Q3 | $385K | Buy |
+4,549
| New | +$385K | 0.04% | 252 |
|
|
2023
Q4 | – | Sell |
-12,731
| Closed | -$729K | – | 295 |
|
|
2023
Q3 | $729K | Buy |
+12,731
| New | +$729K | 0.09% | 146 |
|