StrongBox 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 | $4.93M | Buy |
71,055
+4,251
| +6% | +$295K | 1.87% | 19 |
|
|
2025
Q1 | $4.74M | Buy |
66,804
+4,471
| +7% | +$317K | 1.97% | 18 |
|
|
2024
Q4 | $4.47M | Buy |
62,333
+1,301
| +2% | +$93.3K | 1.89% | 19 |
|
|
2024
Q3 | $5.16M | Buy |
61,032
+1,186
| +2% | +$100K | 2.21% | 16 |
|
|
2024
Q2 | $4.24M | Buy |
59,846
+1,074
| +2% | +$76.1K | 2% | 18 |
|
|
2024
Q1 | $3.76M | Buy |
58,772
+3,213
| +6% | +$205K | 1.98% | 19 |
|
|
2023
Q4 | $3.37M | Buy |
55,559
+11,500
| +26% | +$699K | 1.97% | 21 |
|
|
2023
Q3 | $2.52M | Buy |
44,059
+8,941
| +25% | +$512K | 1.61% | 23 |
|
|
2023
Q2 | $2.61M | Buy |
35,118
+3,456
| +11% | +$256K | 1.64% | 24 |
|
|
2023
Q1 | $2.44M | Buy |
31,662
+3,176
| +11% | +$245K | 1.64% | 20 |
|
|
2022
Q4 | $2.38M | Sell |
28,486
-3,073
| -10% | -$257K | 1.68% | 24 |
|
|
2022
Q3 | $2.48M | Sell |
31,559
-15,441
| -33% | -$1.21M | 1.79% | 22 |
|
|
2022
Q2 | $3.64M | Buy |
47,000
+1,013
| +2% | +$78.5K | 2.35% | 13 |
|
|
2022
Q1 | $3.9M | Buy |
45,987
+4,618
| +11% | +$391K | 2.22% | 13 |
|
|
2021
Q4 | $3.86M | Buy |
41,369
+2,516
| +6% | +$235K | 1.93% | 17 |
|
|
2021
Q3 | $3.05M | Buy |
38,853
+917
| +2% | +$72K | 1.71% | 18 |
|
|
2021
Q2 | $2.78M | Buy |
37,936
+4,301
| +13% | +$315K | 1.59% | 20 |
|
|
2021
Q1 | $2.54M | Buy |
33,635
+6,886
| +26% | +$521K | 1.58% | 22 |
|
|
2020
Q4 | $2.06M | Buy |
26,749
+1,217
| +5% | +$93.9K | 1.34% | 25 |
|
|
2020
Q3 | $1.77M | Buy |
25,532
+3,652
| +17% | +$253K | 1.3% | 27 |
|
|
2020
Q2 | $1.31M | Buy |
21,880
+8,348
| +62% | +$501K | 1.2% | 27 |
|
|
2020
Q1 | $814K | Buy |
+13,532
| New | +$814K | 0.92% | 35 |
|