Stiles Financial Services’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 | $2.32M | Sell |
33,391
-827
| -2% | -$57.4K | 0.8% | 45 |
|
|
2025
Q1 | $2.43M | Sell |
34,218
-1,393
| -4% | -$98.8K | 0.93% | 34 |
|
|
2024
Q4 | $2.55M | Sell |
35,611
-205
| -0.6% | -$14.7K | 0.92% | 33 |
|
|
2024
Q3 | $3.03M | Buy |
35,816
+1
| +0% | +$85 | 1.07% | 28 |
|
|
2024
Q2 | $2.54M | Buy |
35,815
+212
| +0.6% | +$15K | 0.98% | 32 |
|
|
2024
Q1 | $2.28M | Buy |
35,603
+423
| +1% | +$27K | 0.91% | 34 |
|
|
2023
Q4 | $2.14M | Buy |
35,180
+2,899
| +9% | +$176K | 0.97% | 33 |
|
|
2023
Q3 | $1.85M | Sell |
32,281
-118
| -0.4% | -$6.76K | 0.96% | 31 |
|
|
2023
Q2 | $2.4M | Sell |
32,399
-45
| -0.1% | -$3.34K | 1.19% | 22 |
|
|
2023
Q1 | $2.5M | Buy |
32,444
+1,255
| +4% | +$96.7K | 1.34% | 18 |
|
|
2022
Q4 | $2.61M | Buy |
31,189
+460
| +1% | +$38.5K | 1.49% | 19 |
|
|
2022
Q3 | $2.41M | Buy |
30,729
+1,765
| +6% | +$138K | 1.46% | 16 |
|
|
2022
Q2 | $2.24M | Buy |
28,964
+860
| +3% | +$66.6K | 1.35% | 20 |
|
|
2022
Q1 | $2.39M | Buy |
28,104
+670
| +2% | +$57K | 1.2% | 21 |
|
|
2021
Q4 | $2.56M | Buy |
+27,434
| New | +$2.56M | 1.23% | 20 |
|