Sound Stewardship’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 | $413K | Sell |
5,954
-18
| -0.3% | -$1.25K | 0.21% | 45 |
|
|
2025
Q1 | $423K | Sell |
5,972
-359
| -6% | -$25.5K | 0.24% | 41 |
|
|
2024
Q4 | $454K | Sell |
6,331
-40
| -0.6% | -$2.87K | 0.27% | 40 |
|
|
2024
Q3 | $539K | Sell |
6,371
-312
| -5% | -$26.4K | 0.3% | 40 |
|
|
2024
Q2 | $473K | Hold |
6,683
| – | – | 0.29% | 40 |
|
|
2024
Q1 | $427K | Sell |
6,683
-214
| -3% | -$13.7K | 0.26% | 43 |
|
|
2023
Q4 | $419K | Sell |
6,897
-484
| -7% | -$29.4K | 0.28% | 48 |
|
|
2023
Q3 | $423K | Hold |
7,381
| – | – | 0.28% | 47 |
|
|
2023
Q2 | $548K | Sell |
7,381
-230
| -3% | -$17.1K | 0.36% | 46 |
|
|
2023
Q1 | $587K | Hold |
7,611
| – | – | 0.39% | 41 |
|
|
2022
Q4 | $636K | Buy |
+7,611
| New | +$636K | 0.47% | 39 |
|