Symphony 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 | $2.69M | Buy |
+36,854
| New | +$2.69M | 0.35% | 64 |
|
|
2025
Q1 | – | Sell |
-36,373
| Closed | -$2.58M | – | 171 |
|
|
2024
Q4 | $2.58M | Sell |
36,373
-942
| -3% | -$66.7K | 0.4% | 53 |
|
|
2024
Q3 | $3.15M | Sell |
37,315
-1,843
| -5% | -$156K | 0.52% | 49 |
|
|
2024
Q2 | $2.89M | Buy |
39,158
+2,993
| +8% | +$221K | 0.53% | 46 |
|
|
2024
Q1 | $2.31M | Buy |
36,165
+1,851
| +5% | +$118K | 0.54% | 49 |
|
|
2023
Q4 | $2.07M | Buy |
34,314
+12,498
| +57% | +$754K | 0.45% | 59 |
|
|
2023
Q3 | $1.14M | Sell |
21,816
-7,298
| -25% | -$381K | 0.28% | 63 |
|
|
2023
Q2 | $2.12M | Sell |
29,114
-2,456
| -8% | -$179K | 0.52% | 47 |
|
|
2023
Q1 | $2.42M | Buy |
31,570
+149
| +0.5% | +$11.4K | 0.63% | 36 |
|
|
2022
Q4 | $2.66M | Sell |
31,421
-23,244
| -43% | -$1.96M | 0.7% | 35 |
|
|
2022
Q3 | $4.37M | Buy |
54,665
+1,290
| +2% | +$103K | 1.43% | 21 |
|
|
2022
Q2 | $4.06M | Buy |
53,375
+1,301
| +2% | +$98.9K | 1.2% | 21 |
|
|
2022
Q1 | $4.52M | Buy |
52,074
+8,257
| +19% | +$717K | 1.06% | 22 |
|
|
2021
Q4 | $4.02M | Buy |
43,817
+8,475
| +24% | +$777K | 1.11% | 21 |
|
|
2021
Q3 | $2.77M | Sell |
35,342
-7,106
| -17% | -$557K | 0.96% | 24 |
|
|
2021
Q2 | $3.11M | Sell |
42,448
-35,221
| -45% | -$2.58M | 1.06% | 23 |
|
|
2021
Q1 | $6.79M | Sell |
77,669
-5,412
| -7% | -$473K | 1.79% | 14 |
|
|
2020
Q4 | $6.17M | Buy |
83,081
+7,697
| +10% | +$571K | 2.21% | 8 |
|
|
2020
Q3 | $5.23M | Buy |
75,384
+4,972
| +7% | +$345K | 2.13% | 7 |
|
|
2020
Q2 | $4.23M | Buy |
70,412
+21,396
| +44% | +$1.28M | 2.04% | 10 |
|
|
2020
Q1 | $3.02M | Buy |
+49,016
| New | +$3.02M | 2.08% | 8 |
|