Stone Summit 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 | $1.48M | Buy |
21,355
+260
| +1% | +$18K | 0.46% | 59 |
|
|
2025
Q1 | $1.5M | Buy |
21,095
+880
| +4% | +$62.4K | 0.51% | 63 |
|
|
2024
Q4 | $1.45M | Buy |
20,215
+995
| +5% | +$71.3K | 0.49% | 60 |
|
|
2024
Q3 | $1.62M | Buy |
19,220
+996
| +5% | +$84.2K | 0.52% | 59 |
|
|
2024
Q2 | $1.29M | Buy |
18,224
+950
| +5% | +$67.3K | 0.46% | 62 |
|
|
2024
Q1 | $1.1M | Sell |
17,274
-2,662
| -13% | -$170K | 0.38% | 69 |
|
|
2023
Q4 | $1.21M | Sell |
19,936
-2,401
| -11% | -$146K | 0.46% | 66 |
|
|
2023
Q3 | $1.28M | Sell |
22,337
-10,110
| -31% | -$579K | 0.55% | 64 |
|
|
2023
Q2 | $2.41M | Sell |
32,447
-322
| -1% | -$23.9K | 1% | 33 |
|
|
2023
Q1 | $2.53M | Buy |
32,769
+505
| +2% | +$38.9K | 1.12% | 28 |
|
|
2022
Q4 | $2.7M | Buy |
32,264
+2,280
| +8% | +$191K | 1.32% | 19 |
|
|
2022
Q3 | $2.35M | Buy |
29,984
+1,147
| +4% | +$89.9K | 1.45% | 17 |
|
|
2022
Q2 | $2.23M | Buy |
28,837
+3,640
| +14% | +$282K | 1.33% | 19 |
|
|
2022
Q1 | $2.15M | Buy |
25,197
+6,586
| +35% | +$563K | 1.21% | 25 |
|
|
2021
Q4 | $1.74M | Buy |
+18,611
| New | +$1.74M | 1.41% | 25 |
|