Sovereign Financial Group’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 | $674K | Buy |
9,706
+330
| +4% | +$22.9K | 0.14% | 131 |
|
|
2025
Q1 | $665K | Sell |
9,376
-105
| -1% | -$7.44K | 0.15% | 124 |
|
|
2024
Q4 | $680K | Sell |
9,481
-57
| -0.6% | -$4.09K | 0.16% | 124 |
|
|
2024
Q3 | $806K | Sell |
9,538
-32
| -0.3% | -$2.71K | 0.19% | 105 |
|
|
2024
Q2 | $678K | Buy |
9,570
+22
| +0.2% | +$1.56K | 0.17% | 115 |
|
|
2024
Q1 | $610K | Buy |
9,548
+741
| +8% | +$47.4K | 0.16% | 124 |
|
|
2023
Q4 | $535K | Buy |
8,807
+346
| +4% | +$21K | 0.16% | 125 |
|
|
2023
Q3 | $485K | Sell |
8,461
-328
| -4% | -$18.8K | 0.17% | 125 |
|
|
2023
Q2 | $652K | Buy |
8,789
+1,192
| +16% | +$88.5K | 0.21% | 111 |
|
|
2023
Q1 | $586K | Buy |
7,597
+54
| +0.7% | +$4.16K | 0.22% | 112 |
|
|
2022
Q4 | $631K | Buy |
7,543
+382
| +5% | +$31.9K | 0.25% | 106 |
|
|
2022
Q3 | $561K | Sell |
7,161
-24
| -0.3% | -$1.88K | 0.23% | 101 |
|
|
2022
Q2 | $557K | Buy |
7,185
+113
| +2% | +$8.76K | 0.22% | 103 |
|
|
2022
Q1 | $599K | Buy |
7,072
+340
| +5% | +$28.8K | 0.22% | 105 |
|
|
2021
Q4 | $628K | Sell |
6,732
-154
| -2% | -$14.4K | 0.25% | 100 |
|
|
2021
Q3 | $541K | Buy |
6,886
+651
| +10% | +$51.1K | 0.31% | 79 |
|
|
2021
Q2 | $471K | Hold |
6,235
| – | – | 0.29% | 79 |
|
|
2021
Q1 | $471K | Buy |
6,235
+309
| +5% | +$23.3K | 0.29% | 77 |
|
|
2020
Q4 | $457K | Buy |
+5,926
| New | +$457K | 0.33% | 66 |
|