Southland Equity Partners’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 | $792K | Buy |
11,408
+68
| +0.6% | +$4.72K | 0.17% | 97 |
|
|
2025
Q1 | $804K | Sell |
11,340
-311
| -3% | -$22K | 0.19% | 91 |
|
|
2024
Q4 | $835K | Buy |
11,651
+4,470
| +62% | +$320K | 0.19% | 91 |
|
|
2024
Q3 | $607K | Buy |
7,181
+4,163
| +138% | +$352K | 0.15% | 101 |
|
|
2024
Q2 | $214K | Buy |
+3,018
| New | +$214K | 0.06% | 196 |
|
|
2023
Q1 | – | Sell |
-2,527
| Closed | -$211K | – | 179 |
|
|
2022
Q4 | $211K | Sell |
2,527
-124
| -5% | -$10.4K | 0.08% | 164 |
|
|
2022
Q3 | $208K | Sell |
2,651
-163
| -6% | -$12.8K | 0.1% | 148 |
|
|
2022
Q2 | $218K | Buy |
2,814
+16
| +0.6% | +$1.24K | 0.1% | 149 |
|
|
2022
Q1 | $237K | Buy |
2,798
+42
| +2% | +$3.56K | 0.1% | 155 |
|
|
2021
Q4 | $257K | Hold |
2,756
| – | – | 0.11% | 146 |
|
|
2021
Q3 | $216K | Hold |
2,756
| – | – | 0.1% | 152 |
|
|
2021
Q2 | $202K | Buy |
+2,756
| New | +$202K | 0.1% | 157 |
|