Steph & Co’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 | $85K | Hold |
1,225
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $86.8K | Buy |
1,225
+41
| +3% | +$2.91K | 0.03% | 155 |
|
|
2024
Q4 | $84.9K | Sell |
1,184
-59
| -5% | -$4.23K | 0.03% | 160 |
|
|
2024
Q3 | $105K | Hold |
1,243
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $88K | Buy |
1,243
+15
| +1% | +$1.06K | 0.03% | 159 |
|
|
2024
Q1 | $78.5K | Buy |
1,228
+181
| +17% | +$11.6K | 0.03% | 162 |
|
|
2023
Q4 | $63.6K | Sell |
1,047
-167
| -14% | -$10.1K | 0.03% | 156 |
|
|
2023
Q3 | $69.6K | Buy |
1,214
+167
| +16% | +$9.57K | 0.04% | 161 |
|
|
2023
Q2 | $77.7K | Sell |
1,047
-281
| -21% | -$20.9K | 0.04% | 151 |
|
|
2023
Q1 | $102K | Hold |
1,328
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $111K | Hold |
1,328
| – | – | 0.07% | 138 |
|
|
2022
Q3 | $104K | Hold |
1,328
| – | – | 0.07% | 127 |
|
|
2022
Q2 | $103K | Hold |
1,328
| – | – | 0.06% | 128 |
|
|
2022
Q1 | $112K | Sell |
1,328
-800
| -38% | -$67.5K | 0.07% | 142 |
|
|
2021
Q4 | $199K | Buy |
2,128
+800
| +60% | +$74.8K | 0.12% | 100 |
|
|
2021
Q3 | $104K | Hold |
1,328
| – | – | 0.07% | 137 |
|
|
2021
Q2 | $97K | Hold |
1,328
| – | – | 0.06% | 138 |
|
|
2021
Q1 | $100K | Hold |
1,328
| – | – | 0.07% | 137 |
|
|
2020
Q4 | $102K | Hold |
1,328
| – | – | 0.08% | 134 |
|
|
2020
Q3 | $92K | Hold |
1,328
| – | – | 0.09% | 129 |
|
|
2020
Q2 | $80K | Hold |
1,328
| – | – | 0.08% | 141 |
|
|
2020
Q1 | $80K | Hold |
1,328
| – | – | 0.09% | 116 |
|
|
2019
Q4 | $80K | Buy |
+1,328
| New | +$80K | 0.07% | 155 |
|