Syverson Strege & Co’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 | $211K | Buy |
+3,035
| New | +$211K | 0.05% | 155 |
|
|
2023
Q2 | – | Sell |
-1,226
| Closed | -$94.5K | – | 417 |
|
|
2023
Q1 | $94.5K | Hold |
1,226
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $102K | Buy |
1,226
+2
| +0.2% | +$167 | 0.05% | 91 |
|
|
2022
Q3 | $96K | Hold |
1,224
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $95K | Hold |
1,224
| – | – | 0.03% | 101 |
|
|
2022
Q1 | $104K | Hold |
1,224
| – | – | 0.11% | 91 |
|
|
2021
Q4 | $114K | Hold |
1,224
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $96K | Hold |
1,224
| – | – | 0.08% | 100 |
|
|
2021
Q2 | $90K | Sell |
1,224
-1,289
| -51% | -$94.8K | 0.08% | 95 |
|
|
2021
Q1 | $190K | Sell |
2,513
-4
| -0.2% | -$302 | 0.2% | 57 |
|
|
2020
Q4 | $194K | Buy |
+2,517
| New | +$194K | 0.19% | 55 |
|