Strait & Sound Wealth Management’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 | $360K | Sell |
5,190
-372
| -7% | -$25.8K | 0.15% | 105 |
|
|
2025
Q1 | $394K | Buy |
5,562
+1
| +0% | +$71 | 0.18% | 93 |
|
|
2024
Q4 | $399K | Hold |
5,561
| – | – | 0.18% | 93 |
|
|
2024
Q3 | $470K | Buy |
5,561
+1
| +0% | +$85 | 0.23% | 82 |
|
|
2024
Q2 | $394K | Hold |
5,560
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $356K | Buy |
5,560
+1
| +0% | +$64 | 0.2% | 82 |
|
|
2023
Q4 | $324K | Sell |
5,559
-887
| -14% | -$51.7K | 0.2% | 85 |
|
|
2023
Q3 | $369K | Sell |
6,446
-262
| -4% | -$15K | 0.32% | 72 |
|
|
2023
Q2 | $498K | Sell |
6,708
-235
| -3% | -$17.4K | 0.49% | 48 |
|
|
2023
Q1 | $535K | Buy |
6,943
+162
| +2% | +$12.5K | 0.53% | 48 |
|
|
2022
Q4 | $581K | Buy |
+6,781
| New | +$581K | 0.63% | 43 |
|