Synergy Financial 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 | $323K | Sell |
4,653
-13
| -0.3% | -$902 | 0.24% | 79 |
|
|
2025
Q1 | $331K | Sell |
4,666
-67
| -1% | -$4.75K | 0.3% | 70 |
|
|
2024
Q4 | $339K | Sell |
4,733
-1,245
| -21% | -$89.2K | 0.28% | 66 |
|
|
2024
Q3 | $505K | Buy |
5,978
+307
| +5% | +$26K | 0.48% | 41 |
|
|
2024
Q2 | $402K | Sell |
5,671
-21
| -0.4% | -$1.49K | 0.42% | 47 |
|
|
2024
Q1 | $364K | Buy |
5,692
+12
| +0.2% | +$767 | 0.41% | 52 |
|
|
2023
Q4 | $345K | Buy |
5,680
+76
| +1% | +$4.62K | 0.42% | 54 |
|
|
2023
Q3 | $321K | Buy |
5,604
+2
| +0% | +$115 | 0.45% | 49 |
|
|
2023
Q2 | $416K | Hold |
5,602
| – | – | 0.56% | 42 |
|
|
2023
Q1 | $432K | Hold |
5,602
| – | – | 0.7% | 35 |
|
|
2022
Q4 | $468K | Sell |
5,602
-1,600
| -22% | -$134K | 0.93% | 26 |
|
|
2022
Q3 | $565K | Buy |
7,202
+64
| +0.9% | +$5.02K | 0.85% | 34 |
|
|
2022
Q2 | $553K | Hold |
7,138
| – | – | 0.87% | 36 |
|
|
2022
Q1 | $605K | Hold |
7,138
| – | – | 0.64% | 46 |
|
|
2021
Q4 | $666K | Buy |
+7,138
| New | +$666K | 0.6% | 48 |
|