SteelPeak Wealth’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 | – | Sell |
-2,945
| Closed | -$209K | – | 545 |
|
|
2025
Q1 | $209K | Buy |
+2,945
| New | +$209K | 0.01% | 458 |
|
|
2024
Q4 | – | Sell |
-72,994
| Closed | -$6.17M | – | 516 |
|
|
2024
Q3 | $6.17M | Buy |
72,994
+48,151
| +194% | +$4.07M | 0.27% | 74 |
|
|
2024
Q2 | $1.76M | Sell |
24,843
-6,767
| -21% | -$479K | 0.08% | 175 |
|
|
2024
Q1 | $2.02M | Buy |
31,610
+7,952
| +34% | +$508K | 0.1% | 161 |
|
|
2023
Q4 | $1.44M | Buy |
23,658
+3,201
| +16% | +$194K | 0.08% | 169 |
|
|
2023
Q3 | $1.17M | Buy |
+20,457
| New | +$1.17M | 0.07% | 175 |
|
|
2023
Q1 | – | Sell |
-7,248
| Closed | -$606K | – | 399 |
|
|
2022
Q4 | $606K | Sell |
7,248
-1,507
| -17% | -$126K | 0.04% | 219 |
|
|
2022
Q3 | $686K | Buy |
+8,755
| New | +$686K | 0.05% | 200 |
|
|
2022
Q1 | – | Sell |
-2,644
| Closed | -$247K | – | 430 |
|
|
2021
Q4 | $247K | Sell |
2,644
-1,112
| -30% | -$104K | 0.01% | 343 |
|
|
2021
Q3 | $295K | Sell |
3,756
-19,381
| -84% | -$1.52M | 0.02% | 323 |
|
|
2021
Q2 | $1.7M | Sell |
23,137
-4,502
| -16% | -$330K | 0.12% | 118 |
|
|
2021
Q1 | $2.09M | Buy |
27,639
+9,896
| +56% | +$748K | 0.16% | 99 |
|
|
2020
Q4 | $1.37M | Buy |
+17,743
| New | +$1.37M | 0.12% | 130 |
|
|
2020
Q2 | – | Sell |
-5,264
| Closed | -$317K | – | 267 |
|
|
2020
Q1 | $317K | Buy |
+5,264
| New | +$317K | 0.05% | 171 |
|