Summit Financial’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 | $6.63M | Buy |
95,470
+3,582
| +4% | +$249K | 0.15% | 120 |
|
|
2025
Q1 | $6.51M | Buy |
91,888
+8,358
| +10% | +$592K | 0.18% | 109 |
|
|
2024
Q4 | $5.99M | Buy |
83,530
+7,076
| +9% | +$507K | 0.21% | 93 |
|
|
2024
Q3 | $6.46M | Buy |
76,454
+7,859
| +11% | +$664K | 0.25% | 70 |
|
|
2024
Q2 | $4.86M | Buy |
68,595
+18,882
| +38% | +$1.34M | 0.22% | 75 |
|
|
2024
Q1 | $3.18M | Buy |
49,713
+1,215
| +3% | +$77.7K | 0.19% | 69 |
|
|
2023
Q4 | $2.95M | Sell |
48,498
-396
| -0.8% | -$24.1K | 0.19% | 71 |
|
|
2023
Q3 | $2.8M | Sell |
48,894
-496
| -1% | -$28.4K | 0.21% | 70 |
|
|
2023
Q2 | $3.66M | Buy |
49,390
+34,493
| +232% | +$2.56M | 0.27% | 49 |
|
|
2023
Q1 | $1.15M | Sell |
14,897
-179
| -1% | -$13.8K | 0.1% | 106 |
|
|
2022
Q4 | $1.26M | Sell |
15,076
-300
| -2% | -$25.1K | 0.12% | 95 |
|
|
2022
Q3 | $1.21M | Buy |
15,376
+2,383
| +18% | +$187K | 0.11% | 86 |
|
|
2022
Q2 | $1.01M | Buy |
12,993
+281
| +2% | +$21.8K | 0.09% | 97 |
|
|
2022
Q1 | $1.08M | Buy |
12,712
+1,980
| +18% | +$168K | 0.08% | 111 |
|
|
2021
Q4 | $1M | Buy |
10,732
+2,649
| +33% | +$247K | 0.08% | 107 |
|
|
2021
Q3 | $635K | Buy |
8,083
+2,771
| +52% | +$218K | 0.05% | 117 |
|
|
2021
Q2 | $389K | Buy |
+5,312
| New | +$389K | 0.04% | 105 |
|