SFSG
Sound Financial Strategies Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
10,672
+324
| +3% | +$22.5K | 0.63% | 59 |
|
|
2025
Q1 | $734K | Sell |
10,348
-1,121
| -10% | -$79.5K | 0.65% | 57 |
|
|
2024
Q4 | $822K | Buy |
11,469
+3,563
| +45% | +$255K | 0.69% | 47 |
|
|
2024
Q3 | $668K | Buy |
7,906
+279
| +4% | +$23.6K | 0.54% | 59 |
|
|
2024
Q2 | $540K | Buy |
+7,627
| New | +$540K | 0.47% | 63 |
|
|
2023
Q1 | – | Sell |
-13,126
| Closed | -$1.1M | – | 75 |
|
|
2022
Q4 | $1.1M | Buy |
+13,126
| New | +$1.1M | 0.8% | 22 |
|
|
2022
Q2 | – | Sell |
-18,964
| Closed | -$1.61M | – | 63 |
|
|
2022
Q1 | $1.61M | Buy |
+18,964
| New | +$1.61M | 0.89% | 31 |
|
|
2021
Q2 | – | Sell |
-7,662
| Closed | -$579K | – | 108 |
|
|
2021
Q1 | $579K | Sell |
7,662
-255
| -3% | -$19.3K | 0.3% | 58 |
|
|
2020
Q4 | $611K | Buy |
+7,917
| New | +$611K | 0.33% | 48 |
|