SS&H Financial 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 | $1.67M | Sell |
24,093
-4,000
| -14% | -$278K | 0.56% | 46 |
|
|
2025
Q1 | $1.99M | Hold |
28,093
| – | – | 0.74% | 37 |
|
|
2024
Q4 | $2.02M | Buy |
28,093
+212
| +0.8% | +$15.2K | 0.73% | 35 |
|
|
2024
Q3 | $2.36M | Sell |
27,881
-270
| -1% | -$22.8K | 0.86% | 33 |
|
|
2024
Q2 | $1.99M | Hold |
28,151
| – | – | 0.78% | 36 |
|
|
2024
Q1 | $1.8M | Hold |
28,151
| – | – | 0.75% | 39 |
|
|
2023
Q4 | $1.71M | Hold |
28,151
| – | – | 0.73% | 41 |
|
|
2023
Q3 | $1.61M | Buy |
+28,151
| New | +$1.61M | 0.76% | 39 |
|
|
2023
Q1 | $2.24M | Sell |
29,070
-840
| -3% | -$64.7K | 1.03% | 27 |
|
|
2022
Q4 | $2.5M | Hold |
29,910
| – | – | 1.19% | 23 |
|
|
2022
Q3 | $2.35M | Hold |
29,910
| – | – | 1.21% | 25 |
|
|
2022
Q2 | $2.32M | Sell |
29,910
-400
| -1% | -$31K | 1.07% | 25 |
|
|
2022
Q1 | $2.57M | Buy |
+30,310
| New | +$2.57M | 1% | 29 |
|