Strategic Planning Group’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 |
-64,696
| Closed | -$4.59M | – | 82 |
|
|
2025
Q1 | $4.59M | Buy |
64,696
+13,544
| +26% | +$960K | 0.9% | 38 |
|
|
2024
Q4 | $3.67M | Buy |
51,152
+2,459
| +5% | +$176K | 0.67% | 51 |
|
|
2024
Q3 | $4.12M | Buy |
48,693
+2,437
| +5% | +$206K | 0.81% | 41 |
|
|
2024
Q2 | $3.28M | Buy |
46,256
+4,148
| +10% | +$294K | 0.72% | 51 |
|
|
2024
Q1 | $2.69M | Buy |
42,108
+7,893
| +23% | +$504K | 0.67% | 47 |
|
|
2023
Q4 | $2.08M | Buy |
+34,215
| New | +$2.08M | 0.69% | 56 |
|